Bellicum Pharmaceuticals’ leading clinical candidate is BPX-501, individualized T-cells transduced with a controllable suicide gene. They are being studied for use as an add-back following T-cell depletion during Haploidentical Stem Cell Transplant (HSCT). For individuals with certain hematological disorders, whether malignant or not, stem cell transplants represent the only hope for a cure. Siblings make […]
ASH Update: TRIL
Trillium Therapeutics presented interim data from its ongoing Phase 1 trial of the SIRPaFc TTI-621 at ASH this past weekend. These highly anticipated results gave a deeper look into the molecule’s safety and efficacy profile as well as potential mechanism of action. Trillium is at the forefront of a scramble to target the SIRPa-CD47 checkpoint […]
Dave Trading – Where is the value?
Dave gave me one line when I asked him about value… “not much value. Maybe write about how to make profit in a momo market while not risking too much.” Sure thing Dave! IBB is still well off its highs, but in the large cap space it may not be worth selling puts with such […]
Catatonic Economics – Unpacking a Trump win
On October 9, 2016, I made a prediction about this election that has come true. Hillary would lead the polls by 5 points throughout the election, and Trump would win. Trump’s campaign expressed the anger of the Americans who have been disenfranchised for 20 or so years. It is the opposite pendulum swing of Obama’s […]
Catatonic Economics – No one is talking about the greatest risk to America
Financial markets talk about a lot of headwinds to the economy. China devaluation, negative S&P earnings, presidential race, central bank actions, European banking problems, Japan, oil, etc. One that should be frontline news… more than the Trump tape, more than Kim Kardashian being (fake?) mugged, more than a backup QB kneeling for the national anthem. […]
Dave-Trading – September Edition – 3 shots
*** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.*** As a reminder, this is my personal guide. You can alter it in accordance with your risk tolerance. >3 Standard deviations – No position 2-3 […]
BLCM: Staying on the Sidelines
Bellicum is a small biotech developing drugs in the hot field of adoptive cell therapeutics. Their lead candidate is a personalized T-cell product for use after stem cell transplants to prevent early infections. These cells are designed with a safety switch as a safeguard. The early stage pipeline consists of CAR-T and TCR based immunotherapies. BPX-501: To prepare […]
Achillion’s Pivot To Orphan Diseases
Through many years, Achillion focused on HCV, among the biggest prizes in drug discovery. The problem is they entered the field late while working on a very popular target. A nearly one year clinical hold on their protease inhibitor sovaprevir added to their woes. As work continued on HCV, by 2014, Achillion began a parallel development […]
Catatonic Economics – Brexit!
In response to Dave, “someone will nail the impact”… I figured I’d give my shot at it. My prediction last article was that sovereign debt along with other headwinds would cause a correction in the markets before year’s end. It took a lot shorter than I thought it would, and admittedly not for the reasons […]
Dave-Trading – June Edition
*** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.*** As a reminder, this is my personal guide. You can alter it in accordance with your risk tolerance. >3 Standard deviations – No position 2-3 […]
Cup O' Joe – SRPT followup
***Joe Gantoss relies on knowing more, either through technical analysis & charts or DD & research.*** Last article, I spoke about the decision tree, and how to play the coming SRPT decision. This is a follow-up, since some important information was disclosed since that trade. The first piece of information is that SRPT received a […]
Catatonic Economics – The Four Letter Word
*** “The market can remain irrational longer than you can remain solvent” – John Maynard Keynes *** Economics is called the dismal science for a reason. The real reason is because Thomas Malthus predicted that the population will grow exponentially while food can only grow additively, and therefore the world will be overpopulated in short […]
Catatonic Economics – Nippon!
*** “I’m turning Japanese, I think I’m turning Japanese, I really think so.” – Janet Yellen *** All right, so maybe Janet Yellen didn’t say that outside a karaoke bar… but she is turning Japanese monetary policy! (Song by “The Vapors”, have to give credit where it is due) On April 28th, the […]
TRIL – A quick update from BloomBurton 2016 conference
Trillium Therapeutics Inc. (TRIL) – Nasdaq Trillium Therapeutics (TRIL) presented at BloomBurton-2016 Healthcare Investor Conference in Toronto on May 3rd, the same as last year the speaker was TRIL’s Chief Scientific Officer (CSO) Dr. Bob Uger, he took the stand in Hall A (the largest room at the conference) that was full with investors, press […]
Eteplirsen: Reasonable Evidence of Efficacy
The Adcom is over and Eteplirsen was voted down. A final decision still remains for approval. Much was discussed in the Adcom, the key arguments were over the following: 1. Adequacy of dystrophin creation. 2. Efficacy of 201/202 Trial vs Historical Controls Both are intertwined. Adequacy of dystrophin creation: FDA had little faith in […]
Catatonic Economics
***”Economists have forecast 9 out of the last 5 recessions. *** One contribution I make to the CRG team is my background in economics. I have a pervasive interest in macroeconomics and am close to getting my Masters in Economics. I have worked for an economic indicator at the US Census Bureau, and work as […]
SRPT – YEAR 4 DATA ANALYSIS
YEAR 4 DATA ANALYSIS Review of Eteplirsen to treat DMD By: @boscaptn, et al. Compiled From SAREPTA Public Data For Week 216 (Year 4) of Study 201/202 for Exon 51 Disclaimer: NO FINANCIAL ADVICE – The Information in this report is provided for education and informational purposes only, without any express or […]
Dave-Trading – GILD
Gilead – GILD *** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.*** Dave LOVES writing about GILD. Their combined Hep C franchise is by all metrics the most successful launch ever, so it is […]
Biotech Inflection Point – Watch List-1
Following my last technical analysis “XBI – A Look At The Near and Long Term In The Biotech Sector” I will start adding names to our watch list with some beaten down tickers, we can find many deep value biotech stocks in the recent pullback, some are trading at or very close to their cash […]
GWPH: Is Epidiolex Nothing But Placebo?
GW Pharmaceuticals made the mistake of allowing expectations to exceed its abilities, forcing the company to announce a delay in the read-out of its pivotal Dravet study. Data originally anticipated for release at the end of 2015 has been pushed back a full quarter, leaving investors on their toes. This Dravet trial is the first of 2 studies […]
