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Scpharmaceuticals (SCPH)... Is Summer Stock Dip a Buying Opportunity?
Overview: • Under the radar companies • Huge upside • Difficult FDA approval behind them ⇒ Typical for drug device combo ⇒ 2 CRLs • But...
Jul 17, 2023


PRTA & BMS Collaboration
PRTA tech validated by big BMS collaboration • BMS is part owner of PRTA BMS & PRTA collaboration highlights: 3/20/18 CELG & PRTA enter...
Jul 17, 2023
ABOS Reports “Positive Top-line Results”... Is the Data Really “Positive”?
Conclusion: Mixed positive Positives: Efficacy ACU193 appears to reduce plaque @ highest dose levels AFAIK 1st time plaque reduction shown by binding oligomers ABOS concludes plaque reduction similar to “approved BA Abs” Plaque clearance data only out to ~3 months so hard to know Donanemab is probably best at clearing plaque ( See comparative table ) Serum pK looks good for monthly dosing Assay Csf target engagement assay Looks like it works well enough to help clin dev Impre
Jul 16, 2023
Finally, Therapeutics that slow Alzheimer’s...
But, which is the best?
Jul 16, 2023
Scpharmaceuticals (SCPH)... Is Summer Stock Dip a Buying Opportunity?
Overview: • One of my favorite under the radar companies • Huge upside • Difficult FDA approval behind them ⇒ Typical for drug device combo ⇒ 2 CRLs • But still high risk/high reward stock Details: Single drug company • Furoscix ⇒ SubQ furosemide via on body infusor ⇒ Diuretic for fluid build up in chronic heart failure • Early commercial - Launched Feb ‘23 • Market opp $7B Sales Pitch: Large cost savings for Medicare & insurers ✔️Patients stay home instead of IV @ ho
Jul 16, 2023


Finally... Therapeutics that slow Alzheimer’s
But, which is the best? • Some anti-beta amyloids (ABs) made it ⇒ thru pos Ph3 ⇒ 1 full FDA approval But lots of ABs have died in...
Jul 14, 2023
Jul 12, 2023


AAIC 2023 (Alzheimer's Association International Conference) - Annual Meeting
Summary: The Alzheimer's Association International Conference is taking place from July 16 - 20, 2023 Abstracts are embargoed until the...
Jul 12, 2023
GRTX Bull/Bear Scouting Report (July 2023)
Is $GRTX a buy into PDUFA - Aug 9, 2023?
Jul 2, 2023
New Era In Alzheimer's Treatments Brings Opportunities for Biopharma Investors
ALHEIMER’S BREAKTHROUGH
Jun 19, 2023
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