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Over 10 years of professional equity research experience in a major international investment bank.
We focus to look at key drivers of biotech stocks' price movement on 21 May 2025. UroGen Pharma (NASDAQ: URGN) announced that the FDA’s Oncologic Drugs Advisory Committee (ODAC) voted 4–5 against the benefit-risk profile of its investigational therapy UGN-102 (mitomycin) for intravesical solution fo CEL-SCI Corporation (NYSE: CVM) announced that it intends to offer to sell shares of its common stock and/or pre-funded warrants in an underwritten public offering. Shares traded down 13% at US$3.95 during after hours Petros Pharmaceuticals (NASDAQ: PTPI) partnered with Innolitics to upgrade its SaaS platform by integrating AI, cybersecurity, and cloud-based capabilities. Innolitics, known for its work with Fortune 100 companies and Biodesix (NASDAQ: BDSX) shares traded higher after Jack Schulher bought 723,239 and 4,000,000 shares of the company at US$0.341 and US$0.2675, respectively, since last Friday. Shares closed up 46% at US$0.4. Jaguar Health (NASDAQ: JAGX) will raise capital via a direct offering of 246,306 shares at US$6.09/share, and a concurrent private placement of warrants for 492,612 shares at US$5.84/share. Shares closed down 27% at US NeurAxis (NYSE: NRXS) announced a US$5.0M direct offering, selling 1,538,461 common shares at US$3.25/share, priced at market under NYSE American rules. Shares closed down 20% at US$3.2. Quipt Home Medical (NASDAQ: QIPT) received an unsolicited, non-binding proposal from Forager Capital Management to acquire 100% of its common shares at US$3.10 per share. Shares closed down 9% at US$1.95.
V小姐
4 days ago
This week we focus on the catalysts due for Phase 1 and 2 trials. At this stage in development, these trials aim to test the safety, side effects, and best dose of a new treatment. Data from these trials can also review initial efficacy data that will then be used to compare with the drug’s efficacy
V小姐
4 days ago
We focus to look at key drivers of biotech stocks' price movement on 14 May 2025. Incannex Healthcare (NASDAQ: IXHL) shares closed up 866% at US$0.82 following the completion of patient dosing in the Phase 2 portion of its Phase 2/3 RePOSA study evaluating IHL-42X for obstructive sleep apnea (OSA). Bluebird Bio (NASDAQ: BLUE), Carlyle, and SK Capital amended their acquisition agreement. Bluebird stockholders can now choose between US$3.00 per share plus a US$6.84 CVR upon achieving a sales milestone, or US$5.00 p Aytu BioPharma (NASDAQ: AYTU) reported quarterly earnings of US$0.21 per share, exceeding analyst estimates losses of US$0.17 by 223.5% and marking a 140.4% improvement from last year’s US$0.52 loss. Quarterly sales re Septerna (NASDAQ: SEPN) and Novo Nordisk (NASDAQ: NVO) have entered an exclusive global collaboration to discover, develop, and commercialize oral small-molecule medicines for obesity, type 2 diabetes, and other cardio Plus Therapeutics (NASDAQ: PSTV) is expected to report increased earnings on higher revenue for the quarter ending March 2025. Consensus estimates project a US$0.17 per share loss and US$1.85m in revenue. Surpassing th Quoin Pharmaceuticals (NASDAQ: QNRX) observed clear skin improvement in a pediatric peeling skin syndrome study after 12 weeks. Key endpoints showed significant improvement, and the treatment QRX003 was well-tolerated. Allurion Technologies (NASDAQ: ALUR) shares closed up 26% at US$3 following obesity data. Studies highlighted weight loss and muscle gain with their balloon and AI-powered care, both with and without GLP-1s. Combining
V小姐
1 week ago
This week, we will focus on key Phase 3 catalysts left for the quarter anticipated in the immediate term over the next two months. Reviva Pharmaceuticals (NASDAQ: RVPH) is a clinical-stage biopharmaceutical company with a market cap under US$100m. The company is focused on developing therapies targe Brilaroxazine is being developed for schizophrenia, with results from the Phase 3 RECOVER trial showing broad-spectrum efficacy and a favorable long-term safety profile. NovoCure (NASDAQ: NVCR) is a commercial-stage oncology company with a market cap in the mid-single-digit billions, known for its Tumor Treating Fields (TTFields) platfor NovoCure’s Phase 3 PANOVA-3 trial evaluated TTFields combined with nab-paclitaxel and gemcitabine for locally advanced pancreatic cancer. Final results released in Decem Gossamer Bio (NASDAQ: GOSS) is a clinical-stage biopharmaceutical company focused on developing therapies for pulmonary diseases. The company has a small market cap unde Seralutinib is currently being evaluated in the Phase 3 PROSERA trial for PAH, following positive results from the Phase 2 TORREY study, which met its primary endpoint. InflaRx N.V. (NASDAQ: IFRX) is a clinical-stage biotech developing anti-inflammatory therapeutics, with a focus on complement factor C5a inhibition. The company has a sm Vilobelimab is in a pivotal Phase 3 trial for pyoderma gangraenosum (PG), a rare neutrophilic dermatosis. The ongoing study follows a promising Phase 2a dose-finding tri
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1 week ago
As the American Society of Clinical Oncology Conference (ASCO25) approaches, we’re spotlighting key data and late-breaking presentations to watch. With abstracts scheduled for release on 23 May and the conference taking place on 30 May 2025, this preview offers investors ample time to conduct furthe
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3 weeks ago
We focus to look at recent key drivers of biotech stocks' price movement. Relmada Therapeutics (NASDAQ: RLMD) reported Phase 2 results for NDV-01 in non-muscle invasive bladder cancer, with a 90% overall response rate, 89% high-grade recurrence-free survival in papillary disease, and 100% complete r Silo Pharma (NASDAQ: SILO) filed a U.S. patent application for SPC-14, an intranasal Alzheimer’s treatment licensed from Columbia University, covering its novel dual targeting of NMDAR and 5-HT4 receptors to address cognitive Senti Biosciences (NASDAQ: SNTI) reported Phase 1 data for SENTI-202 in relapsed/refractory hematologic malignancies, with a 71% overall response rate across evaluable patients, including complete remissions and MRD negativity UroGen Pharma (NASDAQ: URGN) presented new patient-reported outcomes at AUA2025 showing that UGN-102 maintained bladder function, symptom burden, and quality of life in low-grade intermediate-risk NMIBC patients, reinforcing i Portage Biotech (NASDAQ: PRTG) reported preclinical data showing PORT-7, a selective A2B receptor inhibitor, outperformed anti-PD1 therapy in a mesothelioma model, with combination treatment further enhancing efficacy and prom CG Oncology (NASDAQ: CGON) presented Phase 3 BOND-003 Cohort C data at AUA2025 showing cretostimogene grenadenorepvec achieved a 75.5% complete response rate in high-risk BCG-unresponsive NMIBC, with durable responses lasting ADMA Biologics (NASDAQ: ADMA) announced FDA approval of its yield enhancement process, which increases production yields by approximately 20% from the same starting plasma volume, improving manufacturing efficiency. Tharimmune (NASDAQ: THAR) announced FDA feedback indicating no additional clinical trials are needed before submitting a 505(b)(2) NDA for TH104, a buccal film formulation of nalmefene designed for rapid absorption and potenti
V小姐
4 weeks ago
What are the key pre-market updates for biotech stocks? Galmed Pharmaceuticals (NASDAQ: GLMD) announced it has signed a binding term sheet with Entomus s.r.o. for a license agreement to develop and commercialize a proprietary Self-Emulsifying Drug Delivery System (SEDDS) that enables sublingual abso Portage Biotech (NASDAQ: PRTG) reported confirmatory preclinical data showing that PORT-7 (TT-4), a selective adenosine A2B receptor inhibitor, outperformed anti-PD1 antibody treatment in a murine mesothelioma model. The combination of PORT-7 a CG Oncology (NASDAQ: CGON) announced that Phase 3 BOND-003 Cohort C data for cretostimogene grenadenorepvec monotherapy was presented at the 2025 AUA Annual Meeting. In high-risk NMIBC patients unresponsive to BCG, the study showed a 75.5% comp Merck KGaA (NYSE: MRK) and SpringWorks Therapeutics (NASDAQ: SWTX) announced a definitive agreement for Merck KGaA to acquire SpringWorks for US$47 per share in cash, valuing the company at approximately US$3.9bn in equity and US$3.4bn in enter Biohaven (NYSE: BHVN) announced an agreement with Oberland Capital Management LLC for an investment of up to US$600m, with an initial US$250m tranche set to be funded by 30 April 2025. ADMA Biologics (NASDAQ: ADMA) announced FDA approval of its innovative yield enhancement production process. This innovative process has demonstrated an ability to increase production yields by approximately 20% from the same starting plasma vo
V小姐
4 weeks ago
We focus to look at key drivers of biotech stocks' price movement on 25 April 2025. Summit Therapeutics (NASDAQ: SMMT) shares closed down 36% at US$23.47 despite China approving Akeso’s ivonescimab (AK112) as a first-line lung cancer monotherapy after a Phase 3 trial showed superior progression-free Molecular Partners (NASDAQ: MOLN) shares traded up 22% at US$5.12 after MP0712, a ²¹²Pb-labeled Radio-DARPin targeting DLL3 for small-cell lung cancer, demonstrated strong preclinical efficacy and safety, with first- VYNE Therapeutics (NASDAQ: VYNE) reported that the FDA verbally informed VYNE Therapeutics that it had placed a clinical hold on the company’s Phase 1b study evaluating VYN202 for treating moderate-to-severe plaque p Acrivon Therapeutics (NASDAQ: ACRV) will present preclinical data at AACR 2025 showing how ACR-2316 a clinical-stage, AP3-enabled WEE1/PKMYT1 inhibitor drives potent single-agent tumor cell death by inducing mitotic BriaCell Therapeutics (NASDAQ: BCTX) priced a US$13.8m public offering of 3.1m units at US$4.50 each, with each unit consisting of one common share and one warrant exercisable at US$5.25. The company intends to use t Lexaria Bioscience (NASDAQ: LEXX) announced that it has entered into a definitive agreement with a single institutional investor for the purchase and sale of 2.0m shares of common stock at a purchase price of US$1.00 Cyclacel Pharmaceuticals (NASDAQ: CYCC) issued a US$0.15 per share quarterly dividend payable on 1st May to shareholders recorded by 29th April, the ex-dividend date. Separately, Cyclacel Pharmaceuticals has been gra
V小姐
4 weeks ago
This week, we will focus on the critical near-term catalysts anticipated in the immediate term over the next two months. Nektar Therapeutics (NASDAQ: NKTR) is a biotechnology company with a market cap of about US$196m and a cash balance of approximately US$179m. The company has a history of developi NKTR runs two separate Phase 2b trials with rezpegaldesleukin (LY3471851), an IL-2 pathway agonist. One trial (REZOLVE-AA) targets severe to very severe alopecia areata (AA), with Lyra Therapeutics (NASDAQ: LYRA) is developing therapies for chronic rhinosinusitis (CRS), a highly prevalent inflammatory disease. The company has a market cap of around US$26m a The Phase 3 ENLIGHTEN II trial is evaluating LYR-210 in surgically naïve patients with CRS. This study resumed enrollment on 25 April 2023, and is expected to complete enrollment Theriva Biologics (NYSE: TOVX) is a micro-cap clinical-stage company focused on oncolytic virus therapies, with a market cap of approximately US$5.6m. The company has limited cash The VIRAGE trial is a Phase 2b/3 clinical study of VCN-01 in patients with metastatic pancreatic ductal adenocarcinoma (PDAC), a cancer with extremely poor prognosis. The drug hol
V小姐
4 weeks ago
We focus to look at key drivers of biotech stocks' price movement on 23 April 2025.Ensysce Biosciences (NASDAQ: ENSC) received a USPTO Notice of Allowance for a patent covering composition and method claims for PF9001, a methadone prodrug using its TAAP and MPAR technologies to improve safety in opioid use disorder treatment. Shares closed up 96% at US$3.67.
V小姐
1 month ago
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