Matt breaks down relevant biotech stocks, analyzing their data and determining if they are a good investment.
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Breaking Biotech


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113 - Vaxxinity Takes on Neurodegenerative Diseases with Vaccines - Potential Short Opportunity?
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Video Sponsor - http://workinbiotech.com/ In this episode, I go through a company called Vaxxinity, who are trying to develop vaccines for the treatment of various different diseases. They have a novel vaccine platform whereby they hope to induce both a humoral and T-cell response to specific proteins in various indications. One of their near-term …
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112 - Biotech Updates - $BTAI $TGTX $CRIS $CKPT $KPTI $SRRA
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In this episode, I take a look at 6 different biotechs and talk about recent updates in each one. Here is the breakdown: BTAI - 1:00 TGTX - 5:25 CRIS - 18:00 CKPT - 22:39KPTI/SRRA - 31:07 Thanks to InfoPathways for being a sponsor of the show! Check them out for all your biotech IT needs at infopathways.com or call 410-751-9929. Help out the show (…
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111 - Achieve Life Sciences Phase 3 Readout Imminent! Interview with CEO John Bencich
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Achieve Life Sciences is developing Cytisinicline for the treatment of smoking cessation. The drug has been available in Eastern Europe for years, but Achieve has taken the lead to bring this drug to market in developed countries. The safety profile is significantly better than both Chantix and Zyban and they are about to release data from the firs…
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110 - Kodiac Sciences FALLS on Negative Wet AMD Readout! Buying Opportunity or Falling Knife??
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Kodiac Sciences is developing KSI-301 for a number of proliferative endothelial retinal disorders. Their recent P3 wet AMD data readout failed to show non-inferiority to Q8W dosed Eylea, a major upset for the company. However, KOD has a number of other upcoming P3 trial readouts that will be massive movers for the stock. In this episode, I go over …
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109 - Karyopharm Guides INCREASED Sales Growth in 2022 and Reports Positive SIENDO Results
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Karyopharm is an oncology company that is commercializing XPOVIO (Selinexor) in Multiple Myeloma and DLBCL. Selinexor blocks nuclear export thereby hindering the ability of cancer cells to block tumor suppressor protein activity. In this episode, I break down the bear and bull narratives of Karyopharm and discuss how the company has transitioned si…
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108 - NASH Companies to Watch in 2022! Madrigal Pharma Announces Positive Data in NAFLD
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The NASH space has seen some setbacks in the last couple years, but a few players continue to make nice progress on their clinical trials. Madrigal Pharma announced positive topline data in their MAESTRO-NAFLD trial, which is an encouraging sign for their upcoming readout in NASH in Q3-2022. I discuss other players in the space including: ETNB, AKR…
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107 - CymaBay Sets to Massively Improve Outcomes in PBC Patients | Interview with CEO Sujal Shah
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CymaBay Therapeutics is developing Seladelpar for the treatment of Primary Biliary Cholangitis (PBC). PBC currently affects around 130K patients in the USA and current available treatments do not address patient needs sufficiently. Seladelpar is an oral, selective PPARδ agonist that has been shown to regulate critical metabolic and liver disease pa…
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106 - Bright Spot Among CRISPR in Caribou Biosci. 2022 Biotech Trends to Watch!
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CRISPR is an exciting space, with a number of companies finally sharing early clinical data in 2021. NTLA benefitted the most from this by doubling in valuation after data release, while the other CRISPR companies continue to trend lower in the XBI bear market. Caribou Biosciences is one of the smaller EV CRISPR companies with their first clinical …
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105 - Neurodegenerative Disease Recap! ALXO and LGVN updates plus Breaking Breaking 2021 Top Trades
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ALXO announces new HR-MDS data that disappoints! I talk about the comparison to Magrolimab data and why I think ALXO is still a buy. LGVN pushes data updates but is still a risk for a short squeeze! I talk about some of the stock statistics and fundaments to determine whether I'm going to place that short trade. The neurodegeneration space had an e…
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104 - Biotech Bear Market Offers SIGNIFICANT Opportunity in Oncology - CRIS! Longeveron Rises on ODD
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Curis is an oncology company trying to develop an inhibitor of IRAK-4. They have shown positive results in AML/MDS in spliceosome/FLT3 mutation patients as well as their non-target group. This will hopefully allow them to get accelerated approval with the FDA but they still have some hurdles to overcome. Longeveron is a cell therapy company looking…
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103 - CD47 Companies FALL on New Data! Biogen Negativity Continues with Looming NCD Decision
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Two CD47 targeting companies announced data updates from their clinical programs: Shattuk Labs and ALX Oncology. Both have suffered major stock price declines and in this episode, I go through the updates and discuss the potential of their molecules moving forward. Biogen cannot catch a break with the latest news continuing to contribute to new sto…
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102 - Arvinas' PIONEERING PROTAC Tech to Enhance Cancer Outcomes | Interview with CEO John Houston
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Arvinas' PROTAC technology has led to two exciting molecules that are in the clinic for the treatment of breast cancer and prostate cancer. The company has spent years optimizing their protein degraders to achieve specific and effective protein degradation. ARV-471 targets the Estrogen Receptor for degradation and is in clinical trials for patients…
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101 - MAJOR wet AMD/DR SCS Updates from REGENXBIO and CLSD! FDMT XLRP data arrives
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REGENXBIO ($RGNX) presents data using the Clearside Bio ($CLSD) SCS injector to treat wet AMD and diabetic retinopathy patients with RGX-314. Since existing treatments are on the market for these indications, it is very important that safety signals in these studies are reduced to a minimum. It is also critical that efficacy remains non-inferior to…
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100 - Absci Leverages AI to Become the GOOGLE of Drug Discovery! Interview with CEO Sean McClain
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Absci is a synthetic biology company focused on developing better, faster paths to new medicines. Starting with their bioengineered E. Coli strain named SoluPro, Absci is able to manufacture complex biologics in a prokaryotic system, something that had never been done before. More recently, they have made acquisitions that have added on drug discov…
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099 - Abbvie Announces MASSIVE Interest in REGENXBIO's RGX-314! Readout coming next week
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REGENXBIO and Abbvie announce a collaboration to co-develop RGX-314 for the treatment of wet AMD, diabetic retinopathy and other chronic retinal diseases. This massive announcement puts a lot of resources behind the commercialization efforts of RGX-314 in anticipation of an eventual approval. In the short-term, $RGNX benefits from a large upfront p…
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098 - CD47 Companies RETURN with Trillium Acquisition! Cassava Sciences DROPS on Accusations
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Trillium Therapeutics is acquired by Pfizer for $2.26B! Finally, the small-mid cap biotech sectors sees good news with M&A activity that rippled through the sector. In this video, I talk about a few other companies that have CD47 assets that should see tailwinds from the TRIL acquisition. I also talk about the recent controversy surrounding Cassava…
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097 - Tg Therapeutics Q2-2021 Earnings Update | Interview with Michael Weiss - CEO of $TGTX
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Tg Therapeutics is a B-cell focused company that recently provided a Q2-2021 update of their commercial and clinical programs. In this episode, I talk with the CEO of the company, Michael Weiss, about some of the news they shared and what we can look forward to from the company. Help out the show (or join the discord) by becoming a patron at: https…
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096 - Q2-2021 Biotech Earnings - Commercial-Stage Biotech Suffers!
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As Q2-2021 earnings season comes to a close, I decided to do a recap on multiple biotech companies I'm interested in, providing updates from each one's Q2 report. Commercial-stage biotech continues to be a risky place to invest, but there are some bright spots we can look towards that I'll share in this episode. Here is the breakdown: $BIIB - 00:45…
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095 - Smid Cap Biotechs Take on Geographic Atrophy (Dry AMD) with MAJOR Readout This Fall
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Geographic Atrophy is a progressive disease that leads to degeneration of the macula of the eye. Many companies have tried to develop therapies given the large market opportunity, but have been met with failure. This has not stopped new arrivals from trying their hand at improving patient outcomes. In this episode, I focus on the following companie…
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094 - Checkpoint Therapeutics Targets MASSIVE Solid Tumor Market | Interview with CEO James Oliviero
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Checkpoint Therapeutics ($CKPT) is an clinical stage oncology company that is focusing on developing treatments for solid tumors. Their lead candidate, Cosibelimab, is an anti-PD-L1 that has properties, which give it potentially more activity than checkpoint inhibitors that are currently on the market. In Q4-2021, they have an important pivotal rea…
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093 - Ophthalmology Gene Therapies STUMBLE but REGENXBIO and FDMT Could Turn it Around in H2-2021
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Various companies in the Ophthalmology gene therapy space saw upsets from either an efficacy, safety or collaboration standpoint. However, three related companies have upcoming catalysts in the second half of 2021 that could turn sentiment around. They are: 4D Molecular Therapeutics, REGENXBIO and Clearside Biomedical. In this episode, I talk about…
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092 - Biotech Bears CRUSHED with Biogen's Aduhelm Approval! CRIS/REPL Decline on Data Updates
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Biogen's Aduhelm (Aducanumab) is approved under accelerated approval by the FDA for patients with Alzheimer's Disease. This shatters the bear narrative surrounding Biogen and signals a bullish turn for other CNS companies. However, the FDA is in a difficult spot given they will be forced to make more decisions about CNS assets that show no clinical…
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091 - Annovis DOUBLES on Mixed Alzheimer's Disease Data. ASCO Abstracts Released!
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Annovis' stock price recently moved higher after announcing Alzhiemer's Disease results from their ANVS401 compound. Despite the small sample size and statistical insignificance (p=0.13), there is tremendous excitement for the company's potential. Here, I compare Annovis' results to Cassava and Biogen and look at other upcoming CNS readouts to see …
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090 - Curis Shows Positive Data in AML with First in Class IRAK4 Inhibitor
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Curis' CA-4948 is a first-in-class IRAK4 inhibitor that is in clinical development for AML/MDS and NHL. It's estimated that over 50% of AML patients have the IRAK4-L isoform, providing a nice patient population that could be eligible for this therapy. The company provided a recent update in anticipation of the European Hematology Association meetin…
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089 - Trillium Therapeutics Unveils Clinical Plan for CD47 Assets. Adverum DROPS on SAE News
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Trillium Therapeutics held its R&D day on April 28th, 2021. There, they presented data updates on the effects of TTI-621 and TT-622 in lymphoma indications. They also announced 7 hematologic and solid tumor indications that they are going to focus on for the next year or so. In this episode, I go through these details and talk about the CD47 space …