The typical ASCO release excitement is a little tempered this year as much has already been top-lined or in some way disclosed in a small way. In terms of really novel results, I settled on SERENA-6 because it is not really just a drug study. It is a test of whether oncology should begin treating […]
May 27th Biotech Update
I have been posting fairly focused articles but I wanted to take a step back and look longer term and more theme related. The biotech market is beginning to look less defensive and more strategic again. For most of the last three years, the dominant themes were capital scarcity, refinancing risk, regulatory unpredictability, and […]
May 26 Biotech Update, Lily Buying Spree
LLY’s vaccine push is not one deal; it is a portfolio entry. The company announced three acquisitions worth up to roughly $3.8 billion combined: Curevo, LimmaTech Biologics, and Vaccine Company. The common thread is not “vaccines” in the old flu-shot sense. It is prevention of infections that create large downstream disease burdens, i.e. shingles, EBV-associated […]
May 21 Update
I wanted to update you all given the release of LLY Phase III TRIUMPH data, which seems to validate its core architecture. The most important point is not that retatrutide produced approximately 28% weight loss. It is that the model had already identified triple agonism, plateau resistance, and durability of response as the key variables […]
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Founded in 2011, Chimera Research Group provides completely independent and actionable investment and trading ideas backed by comprehensive fundamental research and analysis for listed companies in the biotech and pharmaceutical sectors. Our coverage focuses on early stage companies with impending FDA decisions or clinical trial results but also includes mid-to-large cap bio-pharma companies where there exists specific catalysts. Our Trade Ideas are designed to maximize the risk reward profile. Our Research Reports outline the top up-and-coming catalysts that represent the best opportunities for traders and investors.
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