I have been an investor and analyst of biotechs for over a decade. I have worked with the buy-side, sell-side, and as an advisor to companies. My goal is to provide as objective an analysis of the news, events, and companies as possible. Biotech is risky and nothing is ever guaranteed. You can ...
moreI have been an investor and analyst of biotechs for over a decade. I have worked with the buy-side, sell-side, and as an advisor to companies. My goal is to provide as objective an analysis of the news, events, and companies as possible. Biotech is risky and nothing is ever guaranteed. You can analyze a situation correctly but end up wrong just as you can analyze it incorrectly and end up right. The goal is to understand the risks and rewards and I hope my analysis can inform and highlight important issues and situations. Never take it as investment advice but simply one perspective of the risks and rewards.
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Latest Comments
United Therapeutics: A Strong Quarter But What About 2024?
Trial data seemed to indicate the ability to dose higher without side effects but how relevant that becomes commercially is TBD.
United Therapeutics: A Strong Quarter But What About 2024?
As I said, I am not a lawyer but most sell-side notes and analysis indicate in will go in Liquidia favor (as most of the decisions have to date).
BriaCell: An Emerging Immuno-Oncology Company
Great question. There could be a number of mechanism but I think the most likely reason is that treatment inflames the tumors making them immunologically hot. An initial treatment with a checkpoint likely works for those patients with inflammed tumors but not those with colder ones. By pontentially turnnig tumors from cold to hot and it allows for more patients to benefit.
Amylyx Pharmaceuticals - An Emerging Leader In ALS
Agree. If one does not think the launch is strong and will continue on the current trajectory then the selloff is justified and there is no value. By all measures I have seen it has been better than expectations but as I said it remains early and there is a risk that the big start was an abberation.