89 episodes

Matt goes in-depth on various biotechnology companies to find good quality trading opportunities.

Breaking Biotech Matthew Lepoire

    • Science
    • 5.0 • 20 Ratings

Matt goes in-depth on various biotechnology companies to find good quality trading opportunities.

    089 - Trillium Therapeutics Unveils Clinical Plan for CD47 Assets. Adverum DROPS on SAE News

    089 - Trillium Therapeutics Unveils Clinical Plan for CD47 Assets. Adverum DROPS on SAE News

    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 as a whole. I also discuss updates from CYCN and ADVM. Check out our sponsor at Gallant.com and use promo code: BIO to save when you enroll your pet for stem cell banking. Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com #breakingbiotech Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

    • 36 min
    088 - TG Therapeutics Shows MAJOR Improvements in MS | Interview with CEO Michael Weiss

    088 - TG Therapeutics Shows MAJOR Improvements in MS | Interview with CEO Michael Weiss

    TG Therapeutics is a B-cell focused company that has recently seen massive successes with their two lead compounds Umbralisib (UKONIQ) and Ublituximab. In this episode, I'm pleased to welcome CEO of TG Therapeutics, Michael Weiss. Michael and I discuss the company's commercial strategy since the FDA approval of UKONIQ in Marginal Zone Lymphoma and Follicular Lymphoma. We also talk about the recent positive data that was seen in the effects of Ublituximab in Relapsed Multiple Sclerosis. Finally, we discuss the company's early/preclinical pipeline, which includes a number of exciting molecules that could continue to make them a strong player in B-cell indications. Follow Tg Therapeutics on twitter @TGTherapeutics Check out our sponsor at Gallant.com and use promo code: BIO to save when you enroll your pet for stem cell banking. Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com #breakingbiotech Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

    • 33 min
    087 - Sangamo Therapeutics Leverages Pharma Partnerships for Success!

    087 - Sangamo Therapeutics Leverages Pharma Partnerships for Success!

    Sangamo Therapeutics is clinical-stage biotech company looking to commercialize a number of assets for the treatment of disease. Their furthest along program is a gene therapy treatment for Hemophilia A. The sector has seen some recent upsets with the FDA issuing a CRL to Biomarin for their HemA gene therapy, as well as some safety concerns with Uniqure and Bluebird Bio. Sangamo also has a number Phase 1/2 programs that will have readouts in late 2021 as well as a large preclinical pipeline. They have been able to leverage a number of partnerships with Pharmaceutical companies that has led to significant cash payments and equity purchases. In this episode, I share an email exchange I had with the SVP, Head of Business Development at Sangamo, Melita Sun Jung. I also discuss updates from BioXcel and Bluebird Bio. Check out our sponsor at Gallant.com and use promo code: BIO to save when you enroll your pet for stem cell banking. Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com #breakingbiotech Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

    • 39 min
    086 - Will Selecta Biosciences be the Next Top Platform Biotech? Annovis Shows Positive PD Data

    086 - Will Selecta Biosciences be the Next Top Platform Biotech? Annovis Shows Positive PD Data

    Selecta Biosciences is developing a platform to promote immuno-tolerance. Many treatment regiments have unwanted immune responses that can reduce the therapy's efficacy or cause immunity against the vector in a gene therapy. They are also seeking indications in autoimmune diseases. If successful, SELB's platform would see massive adoption. They recently had negative data in a Phase 2 trial of Gout, but because upcoming catalysts are for other programs, I see an opportunity. I also discuss new data from Eli Lilly, Annovis and Marker Therapeutics. If you want to check out our sponsor, go to Gallant.com and use promo code: BIO to save when you enroll your pet for stem cell banking. If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com breakingbiotech Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

    • 29 min
    085 - Continuing to Navigate the Neurodegenerative Disease Subsector | $ATHA $ANVS $LGVN

    085 - Continuing to Navigate the Neurodegenerative Disease Subsector | $ATHA $ANVS $LGVN

    Episode Notes In this episode, I do a follow-up to episode 084 looking at a few more biotech companies in the Neurodegenerative disease subsector. Alzheimer's and Parkinson's disease have massive patient populations that could take these companies to multi-billion dollar valuations. Unfortunately, these diseases are extremely difficult to treat and the odds of getting through clinical trials successfully are extremely low. Here, I look at the existing data in $ATHA, $ANVS and $LGVN to see if there are insights we can gain about the chance of success in future trials. This is for entertainment purposes only and should not be treated as investment advice. 2:55 $ATHA 15:50 $ANVS 25:50 $LGVN AMA link: https://www.reddit.com/r/Biotechplays/comments/lnntuk/10k_members_special_ama/ Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com breakingbiotech Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

    • 39 min
    084 - Navigating the Neurodegenerative Disease Subsector | $CRTX $AVXL $ALEC $CYCN $SAVA

    084 - Navigating the Neurodegenerative Disease Subsector | $CRTX $AVXL $ALEC $CYCN $SAVA

    Episode Notes Companies with clinical assets for the treatment of neurodegenerative diseases are extremely high risk investments. With that risk comes the potential for a massive total addressable market, specifically in Alzheimer's and Parkinson's Disease. In this video, I discuss a variety of companies in the space and how I like to navigate the subsector. 3:50 $CRTX 13:40 $AVXL 16:56 $ALEC 23:11 $CYCN Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com #breakingbiotech Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

    • 33 min

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20 Ratings

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