December 8, 2024
Protara Inserts Itself Into NMIBC Discussion
Coverage Universe
Last week, Protara Therapeutics (Nasdaq: TARA) reported interim data from their ongoing ADVANCE-2 study with TARA-002 in patients with non-muscle invasive bladder cancer (NMIBC). As we have written extensively about […]
November 25, 2024
Dodging, Data and Delays: FDA, CYBN, EPRX & CLRB
Coverage Universe
Last week, the biotech market was in a funk due to the uncertainty around RFK Jr.’s selection to lead the Department of Health and Human Services and its potential ramifications […]
November 15, 2024
Protara (TARA) Closing the Gap & Sunshine, Psychedelics and Cybin (CYBN)
Coverage Universe
Protara Therapeutics (Nasdaq: TARA) is expected to deliver interim data for TARA-002 from their ADVANCE-2 trial before year-end (likely at the Society of Urological Oncology annual meeting, December 2-5). These […]
November 5, 2024
Epilepsy’s Hot, Can OVID “Seize” The Opportunity?
Coverage Universe
Ovid Therapeutics (Nasdaq: OVID) has recently piqued our interest. The company’s stock plunged earlier this year after its partner, Takeda Pharmaceuticals (NYSE: TAK), announced a late-stage clinical setback with its […]
October 20, 2024
Speculating on Bright Minds (DRUG) & Delcath (DCTH) Exceeds Expectations
Coverage Updates
Epic Short Squeeze? Last week, the biggest news in biotech was Lundbeck’s $2.6b acquisition of Longboard Pharmaceuticals (Nasdaq: LBPH). However, Longboard’s success was arguably overshadowed by its 5HT2C micro-cap peer, […]
October 7, 2024
Sanofi Invests in NLRP3 (VTYX) & FDA Countdown is on (ENTX)
Coverage Universe
Toe In The Water Last month, Ventyx Biosciences (Nasdaq: VTYX) announced that it had received a $27mm equity investment ($3.82/share) from Sanofi (NYSE: SNY) for the exclusive right of first […]
September 23, 2024
An Early New Year’s “Rezolution”; Don’t Miss Rezolute (RZLT) Again
Coverage Universe
Fighting Laziness It can be difficult to objectively analyze a stock after it has already made a big move. Often, we assume that “we missed it” or that the “easy […]
September 4, 2024
Soleno (SLNO) Takes Center Stage, Delcath (DCTH) & Data, and Modular (MODD) “Almost” There…
Coverage Universe
Must Watch Biotech Theatre Over our past few notes, we have written about the importance of companies managing investor expectations. Within our universe, no company exemplifies the rewards of meeting […]
August 14, 2024
Xenon (XENE), Delcath (DCTH), Protara (TARA) and Other Q2 Musings
Coverage Universe
Pipeline in a Drug & A Real Pipeline Xenon Pharmaceuticals (Nasdaq: XENE) is in the early innings of evolving from a pipeline in a drug company (XEN1101) to having an […]
July 30, 2024
Managing Expectations: Cellectar (CLRB) & Delcath (DCTH)
Coverage Universe
Cellectar Biosciences (Nasdaq: CLRB) was a topical name last week, announcing a financing, additional data from their Waldenstrom’s macroglobulinemia (WM) pivotal study, and hosting a KOL call. Unfortunately, the company […]