028 - ASH 2018 Updates!
12/12/18 • 24 min
Lots has happened since my last video! Today I talk about the updates from ASH 2018, with a focus on $BLUE and $GBT. I also talk about FATE, $MRNA, and the companies making bispecifics.
This is not investment advice, but for information only.
Lots has happened since my last video! Today I talk about the updates from ASH 2018, with a focus on $BLUE and $GBT. I also talk about FATE, $MRNA, and the companies making bispecifics.
This is not investment advice, but for information only.
Previous Episode
027 - Amarin Sells Off Amid Positive Vascepa Data
Amarin recently published data from their REDUCE-IT cardiovascular outcomes trial. Their EPA medicine, Vascepa, showed a 25% relative risk reduction compared to placebo. EPA is an omega-3 fatty acid that previously showed a 19% relative risk reduction in cardiovascular outcomes in a Japanese study (JELIS, 2007). Amarin saw a hazard ratio of 0.75 in their primary endpoint, which evaluated cardiovascular death, nonfatal myocardial infarction, nonfatal stroke, coronary revascularization, and unstable angina. In this video, I go through two critiques of the study: 1) Lack of mechanistic insight 2) Mineral oil use in the placebo group I believe Vascepa is likely to get FDA approval for the indication of reducing cardiovascular disease in patients with over 150mg/dl Triglycerides on statin therapy.
This is not investment advice, do your own due diligence.
Relevant links: https://investor.amarincorp.com/ https://www.nejm.org/doi/full/10.1056/NEJMoa1812792 https://www.nejm.org/doi/full/10.1056/NEJMe1814004
Next Episode
029 - Powell ruins the market. DBVT pulls BLA!
Hey everybody, I hope you've all been enjoying the holidays. I talk about 3 things in this video:
- The federal reserve and chairman Powell's comments on their guidance and the economy.
- DBVT pulling their BLA and my opinion on both them and AIMT.
- CRISPR/Cas9 and the companies commercializing the tech.
This is only my opinion and should not be considered financial advice
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