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We've reached the end of Q1. April has a lot of events happening including 8 PDUFA's, the AACR cancer meeting, and some other company...

Let's review moves from smid-cap biopharma companies during this past week. See Table 1 for weekly moves and moves YTD for companies and...

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

Last updated 4/10/23 Summary: AACR is only a few weeks away - the conferences starts April 14th, also when abstract text is released What...

Amgen v. Sanofi Sup Ct. oral arguments took place yesterday in the ongoing PCSK9* antibody (Ab) patent case. See the attached transcript...

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

We've reached the final week of Q1. Anything that hasn't read out yet is coming this week! There's over 20 events still set to happen....

Let's review moves from smid-cap biopharma companies during this past week. See Table 1 for weekly moves and moves YTD for companies and...

Summary: Phase 2b ETNB ENLIVEN data was reported today (3/22/23) & trial met primary endpoints How does this data compare to previous...

Summary: ITCI, NRXP & VTGN are left in our March Movers list, all are in the mental health category NRXP & VTGN are March Big Movers and...