FREE 2023

Congrats to $ACAD, its investors, & Rett Syndrome patients on approval of DAYBUE (Trofinetide) for the treatment of Rett Syndrome • Rare genetic disease • 1st approved drug • Supported by Phase 3 Lavender trial data. • No Black Box warning on label • Nice stock runup to approval ~33% • BPIQ Big Mover event • ACAD gets FDA rare pediatric disease voucher • Value ~$100M Competitors from BPIQ Company Screener: $TSHA $AVXL $JAZZ Read more about upcoming PDUFAs https://www.bpiq.com

Summary: Many exciting NASH & Liver diseases 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 . NASH & Liver Diseases Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here              Article history: Originally posted 3/10/23; last updated 3/29/23

See this post for our current thoughts on ANAB. ANAB piqued our interest since 5 vs 0 hedge funds added them to their top 20 holdings in Q4 vs. Q3. However, the funds were probably looking for a stock jump on alopecia data in early Q1 2023, which unfortunately came back negative and hit the stock pretty hard, but it has rebounded to since the Jan 2023 readout (FIG. 1) FIG. 1 What are Amp's current thoughts and positions on ANAB? Overall, we are cautiously bullish on ANAB fro

Summary: Many exciting rare diseases 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 . Rare Disease Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here              Article history: Originally posted 2/28/23; last updated 5/1/23

Summary: Many exciting blood cancer & 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 . Blood Cancer & Disease Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here Article history: Originally posted 2/21/23; last updated 4/11/23

Summary: Many exciting eye disease 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 . Eye Disease Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here           Article history: Originally posted 2/15/23 Last updated 4/28/23

Summary: Many exciting heart disease 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 . Heart Disease Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here Article history: Originally posted 2/14/23; last updated 4/26/23

Summary: Many exciting ovarian 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 . Ovarian Cancer Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here          Article history: Originally posted 2/14/23; last updated 4/25/23

Summary: Many exciting mental health 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. Mental Health Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here       Article history: Originally posted 2/13/23; last updated 4/24/23

Summary: Many exciting non-small cell lung 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. NSCLC Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here       Article history: Originally posted 2/10/23; last updated 4/21/23

Last updated 2/14/23 Summary: ASCO-GU took place from Feb 16-19 and abstracts were released last Monday, Feb 13! This conference will focus on genitourinary cancers such as prostate cancer and ovarian cancer Several smid-cap biopharmas are presenting data at ASCO-GU, including final results from BTAI We have updated our table with even more ASCO-GU presentations!     ASCO-GU 2023 starts February 16 and focuses on new and innovative findings and studies for the treatment of ge

Summary: Many exciting kidney disease 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. Kidney Disease Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here Article history: Originally posted 2/9/23; last updated 4/3/23

Last updated 4/4/2023 Summary: Many exciting colorectal 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. Colorectal Cancer Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here   Article history: Originally posted 2/7/23

Last updated 3/15/23 Summary: Many exciting prostate 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. Prostate Cancer Catalysts & Assets Sign up for a Pro Membership to see all catalyst event dates! Learn more here   Article history: Originally posted 2/7/23

Summary: The CYTK PDUFA for Omecamtiv Mecarbil is coming up on February 28 for heart failure with reduced ejection fraction (HErEF) The Dec 13 AdComm vote was negative: committee voted 8-3 that Omecamtiv benefits do not outweigh risks Other exciting heart failure assets in 2023 include the ESPR presentation in March and two additional PDUFA decisions! CYTK's asset Omecamtiv Mecarbil has a PDUFA target action date of February 28, 2023 for the possible treatment of heart failur

Summary: The TVTX PDUFA for Sparsentan is coming up on February 17 for IgA Nephropathy (IgAN) The market reacted positively when Phase 3 Sparsentan data readout in 2021 Other exciting kidney readouts in 2023 include PROK Ph2/3 data and CARA Ph3 data; and Ph3 KDNY data and Ph3 OMER data in IgAN. TVTX's asset Sparsentan has a PDUFA target action date of February 17, 2023 for the possible treatment of IgA Nephropathy. Sparsentan is a dual endothelin angiotensin receptor antagoni

Summary: ASCO-GU is taking place from Feb 16-19 and abstracts will be released Feb 13 This conference will focus on genitourinary cancers such as prostate cancer and ovarian cancer Several smid-cap biopharmas are presenting data at ASCO-GU, including final results from BTAI We have also determined additional upcoming late stage trials in GU cancers in the next year   ASCO-GU 2023 starts February 16 and focuses on new and innovative findings and studies for the treatment of ge

Summary Yesterday, AGEN presented updated data on its lead candidate, an anti-CTLA-4 at ASCO-GI23 The AGEN ASCO-GI23 presentation included expanded data from the Phase 1a/1b trial expansion cohort in MSS-CRC Key publicly available data from the presentation is provided below. Want more AGEN analysis and trade ideas? Sign up for one of our paid subscriptions HERE  and save with our current promotion Sign up for a BPIQ Pro account and get access to our BPIQ Pro post HERE , with

Summary Recently we posted an article about upcoming gastro readouts including those at ASCO-GI and the upcoming MRK & SGEN PDUFA - HERE   One readout coming at ASCO-GI is from AGEN's lead asset botensilimab  (anti-CTLA-4) in combination with AGEN's anti-PD1 (balstilimab) Botensilimab is currently in a Phase 2 trial, and the ASCO-GI presentation will include expanded data from the Phase 1a/1b trial expansion cohort Here we look at how the Bot/Bal combo data has looked in the

Article currently in progress (1/17/23) Summary: ASCO-GI starts this Thursday, January 19, 2023 This conference focuses on indications including stomach cancer, gastrointestinal cancer, esophageal cancer, and colorectal cancer ( https://conferences.asco.org/gi/program ) In past years, big readouts have happened at this conference including from several Phase 3 trials On Thursday Jan 19 there is also a PDUFA for a GI indication: the SGEN and MRK PDUFA for Tukysa (Tucatinib) to