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You can find updated Q3 bioHF holdings data at app.bpiq.com/hedgefunds Check out the ticker screener If you are an Elite or Amp subscriber ... Check out the tables at the links on the left menu under "Hedge Funds" If not, sign up today HERE   Our goal is to help you make $$ investing in biopharma That's why we follow top biopharma hedge funds (bioHFs) ^1 Here are some tickers to check out based on Q3 hedge fund activity Tickers most initiated or closed by bioHF in Q3 '23 Most

This weekend COGT reports some Big-Mover data on  Bezuclastinib (CGT9486) at ASH. COGT Clinical Pipelilne COGT is a biopharma hedge-fund favorite. In fact, as of Sep 30, 2023, they were held by 15 of the top 34 biopharma hedge funds that we track. That is more than any other company. And they remain one of the most popular Top 20 holdings in those funds. COGT's lead asset, Bezuclastinib (CGT9486), is a KIT inhibitor that is being developed to treat GIST and Systemic Mastocyto

BACKGROUND 1st Gene Editing AdCom On 10/31/23 an FDA AdCom met to discuss the safety of VRTX/CRSP’s exa-cel (CTX001) to reduce or eliminate the painful and debilitating vaso-occlusive crises (VOC) for patients with sickle cell disease (SCD). As the first FDA AdCom for a cell therapy that involves gene editing, the AdCom provides helpful insights into the FDA’s review of gene editing and even other autologous gene therapies for rare inherited diseases. What is Exa-cel? Exa-cel

SUMMARY If the PFE SGEN M&A closes by end of Q1 '24 ... Most likely closing timeframe ^1 and ^6 Return = 7-8% in 3-4 months PFE agreed to pay $229/share 12/1/23 SGEN closed at $212.72/share ^FN Refer to milestones in SGEN/PFE or HZNP/AMGN acquisition timelines shown in footnotes section RISKS What are the chances that ... FTC blocks the deal?  Very low FDA is giving this deal a high level of scrutiny ^2 SGEN and PFE are in oncology SGEN is a leader in Antibody drug conjugates

As we close out the year, happy that biotech/biopharma has become a hot sector again 🔥 😃 • After a tough 3 years Hopefully, this momentum will continue thru 2024 🙏 🎇 The fate $XBI  and smid-cap biopharma is probably most impacted by: 1) The Federal Reserve pulling back rates in 2024 • As they have signaled & the market currently appears to expect 2) Continued active M&A • As  expected if we continue to have large caps in need of new therapeutics ⇨ approved/nearing approva

On 10/31/23 the FDA convened the 1st AdCom... 🏆 for a therapeutic made using gene editing exa-cel - from $VRTX / $CRSP In its Briefing Document, FDA provided an overview of genome editing, especially using CRISPR/Cas9 📸 📸 At the AdCom, to educate AdCom members ... FDA hired a gene editing KOL Fyodor Urnov (UC Berkeley) who gave a gene editing tutorial to the AdCom members Want to understand gene editing better? Watch the gene editing presentation by Fyodor Urnoff of UC Ber

SUMMARY Hedge fund holdings can help you discover new investment ideas We identified & follow the top biopharma-focused hedge funds Q3 hedge fund holdings reports were released on ~11/14/23 This report focuses on top holdings of top biopharma hedge funds as of 9/30/23 Top Biopharma Hedge Funds At BPIQ we identified the top smid-cap biopharma-focused hedge funds ^1. We updated our database of holding and other info re: these funds with their recently-released data for holdings

Great that $XBI is up this week on Fed pause But XBI is still very low (in the $60s) Here’s 2 ways to make $$ in this long-term biotech bear market (See 👇) 1) Smid-cap biopharma M&A targets 2) M&A arbitrages STRATEGY 1 Invest in biopharma companies that are M&A targets ⇒ Cannot know for certain which biopharma Co's will get acquired ⇒ So focus on companies with attributes that make them M&A targets      •  Especially since biopharma M&A is very active 📸      •  -1 key attri

Check out the gene editing presentation @ the ~30 min to ~50 min mark of the 10/31/23   VRTX AdCom by Fyodor Urnoff of UC Berkeley Available at the following Link:   https://www.youtube.com/watch?v=M90IjjxOdQg&t=20970s Posted 11/1/23 This article is NOT legal, investment or tax advice. Please do your own diligence before making any investment decisions.

For FDA decision on $SRPT ELEVIDYS (ELEV) DMD gene therapy Currently ... ELEV has conditional approval for 4-5 yr olds only SPRT wants full approval & expanded label for all DMD pts FDA is faced with challenge: Hold a hard line on the 1' endpoint? 17 question NSAA test (rated as 0, 1, or 2) 📸 ELEV missed 1' endpoint 📸 Or give SRPT the benefit of the doubt? DMD trials are very hard to run 1 time gene therapy with well founded MOA ELEV was Directionally favorable for all key

When will smid-cap biopharma (e.g., XBI) stock prices start to increase again? Maybe when the biggest drivers for the downturn end or even reverse? So what are these 2 major drivers? US Federal Reserve interest rate increases U.S. Congress threats/action re: drug price controls/reform Here’s some background on the downturn, to help us understand why we think especially item 1, and to a lesser degree, item 2 are the main drivers. It’s been tough since 2021 for biotech investor

In honor of the Obesity week conference, which starts tomorrow: How can investors profit from weight loss drug (e.g. Wegovy) breakthroughs? Invest in companies that currently lead in this space Invest in companies developing new drugs in this space Large caps Smid-caps Leading type-2 diabetes (T2D)/weight loss drugs are GLP-1 agonists, GIP agonists, Amylin analogues,&  SGLT-2s We will focus on GLP-1s for this post The GLP-1 market was $22B in '22 & projected to reach >$50B by

Hedge Fund Favorites (I) ~30 top biopharma hedge fund holdings based on consensus and/or percent holdings;. This gives you investment ideas based on where top biopharma hedge funds have their money; uses a different strategy than our Hedge Fund Favorites (II) account. Hedge Fund Favorites (II) (Previously Core Value) ~20 top biopharma top hedge fund holdings based on consensus and/or percent holdings; This gives you investment ideas based on where top biopharma hedge funds ha

What is a Big-Mover™ event? Big-Mover™ events are upcoming high-impact biopharma catalyst events, usually clinical trial read-outs, that are expected to move a stock by at least 20% up or down. Big Mover™ events are typically a type of event with the highest chance of moving a stock (e.g. Phase 2, Phase 3, and PDUFA read-outs) given the importance of the clinical asset to the sponsor company. We call clinical events that appear likely to be Big Mover events Suspected Big Move

Access our free PDUFA Report! Calendar of PDUFA events this month. Use this info  To update your holdings before an approval To find bullish or bearish trades before and/or across event Read our PDUFA FAQs to learn more   Want even more info to help you find & analyze PDUFA events for future months? Sign up for ELITE (40% off)  limited time offer: Full PDUFA Calendar Deeper data like prior adcoms, CRLs, and more.. Also see which are the biggest stock moving PDUFAs w/ Big Move

Access our free Big-Mover Report Detailed info on biggest clinical readouts of this quarter Use this info:  To update your holdings before a readout To ID bullish or bearish trades before and/or thru readout Read our Big-Mover FAQs  to learn more   Want even more info to help you find & analyze this quarter's biggest movers, and big movers for future quarters? Sign up for ELITE (40% off)  limited time offer: Suspected movers for future quarters Implied volatility, short inter

Summary: Many exciting Alzheimer's disease catalysts are coming throughout the year See the table below for upcoming catalysts and become a Pro member for all catalyst events & dates Already a Pro member? Check out the full list of Big Movers ! Table 1 . Alzheimer's Disease Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here              Article history: Originally posted 4/13/23

Doing diligence on clinical trial readouts with our BPIQ team Reminds me of some important considerations for the likelihood of success: ⇨Prior data for the on-test drug ⇨⇨Same endpoints? ⇨⇨Not available? Then prior trial data for other drugs with the same MOA ⇨Trial design ⇨⇨ Are the characteristics of patients allowed into the trial the same? ⇨⇨⇨ Especially the severity of the disease ⇨⇨How many patients? ⇨⇨How many clinical sites? & Likelihood of stock move ⇨Market reactio

Amgen v. Sanofi Sup Ct. oral arguments took place yesterday in the ongoing PCSK9* antibody (Ab) patent case. See the attached transcript and FIG. 1. Who won the oral arguments? Verdict? Although it's hard to predict the outcome of the case from the oral arguments, I give the advantage in the orals to Sanofi Some of the Sup Ct justices don't like that AMGN's patent covers millions of antibodies (Abs) and only discloses 26 Abs And the fact that there is no structure, only funct

Last updated 3/14/23 Summary: Many exciting breast cancer catalysts are coming throughout the year See the table below for upcoming catalysts and become a Pro member for all catalyst event dates Already a Pro member? Check out the full list of Big Movers ! Table 1. Breast Cancer Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here   Article history: Originally posted 3/14/23