BUY
Milestone Pharmaceuticals aims to treat Paroxysmal Supraventricular Tachycardia (PSVT) with their lead asset etripamil - an intranasally administered calcium channel blocker. After a recent CRL due to CMC concerns, Milestone submitted a response and has been assigned a new PDUFA action date in December 2025.
18 July 2025
Anavex Life Sciences is targeting Alzheimer’s Disease (AD) with their lead asset blarcamesine, an orally administered activator of the sigma-1 receptor. The company is currently awaiting the decision of the EMA, due in the first half of 2025. We express concerns regarding high drop out rates and apparent trial result obfuscation.
9 Jan 2025
BUY
Abeona Therapeutics is targeting Recessive dystrophic epidermolysis bullosa with their pz-cel gene therapy. Abeona remains undervalued heading into a promising launch in RDEB after receiving in April 2025.
last update: 05 June 2025
SELLAS Life Sciences is targeting acute myeloid leukemia (AML) with their lead asset galinpepimut-s, a Wilm’s Tumour 1 (WT1) peptide vaccine. The next catalyst is the conclusion and readout of a Phase 3 trial.
last update: 26 Jan 2025
April 2025
INmune Bio is developing XPro1595, a TNF inhibitor for Alzheimer’s Disease. In June they presented results of a Phase 2 study which failed to meet its primary endpoint, confirming our prior opinion of the efficacy of XPro.
Commission Research
June 2025
Arcutis Biotherapeutics' ZORYVE targets Mild-Moderate atopic dermatitis. Operational challenges could pose a problem for the drug's tough commercialisation roadmap.
Arcutis (ARQT)
June 2025
After receiving approval for ROS1+ NSCLC, NUVB stock dropped. We break down the cause and mechanics of this move caused by post marketing requirements.