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Clinical trial data from Ascendis (ASND), Tourmaline (TRML) push stocks higher
Data-driven rallies highlight potential in rare disease and cardiovascular care
Jun 19
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Bill Langbein
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Clinical trial data from Ascendis (ASND), Tourmaline (TRML) push stocks higher
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aTyr Pharma's (ATYR) efzofitimod aims to get in front of pulmonary sarcoidosis, lung disease
Assigning a 62.5% overall probability aTyr Pharma will report positive topline data from a phase III trial testing its drug efzofitimod to treat…
Jun 10
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Bill Langbein
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aTyr Pharma's (ATYR) efzofitimod aims to get in front of pulmonary sarcoidosis, lung disease
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IDEAYA's (IDYA) darovasertib to address uveal melanoma at various stages of disease
Assigning a 71.1% overall probability IDEAYA will report positive updates from the phase II trial.
Jun 10
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Bill Langbein
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IDEAYA's (IDYA) darovasertib to address uveal melanoma at various stages of disease
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The Friday Biotech Perspective #41
A personal vaccine journey and … the Makary-Prasad-RFK Jr. guidance
Jun 2
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Bill Langbein
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The Friday Biotech Perspective #41
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May 2025
ORR from Merus N.V.’s (NASDAQ:MRUS) H&N cancer drug triggers stock surge
The interim data from 43 evaluable patients revealed a 63% overall response rate
May 29
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Bill Langbein
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ORR from Merus N.V.’s (NASDAQ:MRUS) H&N cancer drug triggers stock surge
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MoonLake's (MLTX) phase III data in Vela trials could kickstart skin disease franchise
Assigning a 68.2% overall probability MoonLake will report positive data from the Vela trials.
May 21
•
Bill Langbein
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MoonLake's (MLTX) phase III data in Vela trials could kickstart skin disease franchise
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Data from Merus N.V.’s (MRUS) petosemtamab may be game changer in Head & Neck cancer
Assigning a 69.2% overall probability updated data from Merus will be significantly positive.
May 14
•
Bill Langbein
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Data from Merus N.V.’s (MRUS) petosemtamab may be game changer in Head & Neck cancer
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Portfolio Update: The floor plan takes shape for the Trump-RFK Biopharma agenda
Good news first.
May 9
•
Bill Langbein
1
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Portfolio Update: The floor plan takes shape for the Trump-RFK Biopharma agenda
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New Imaging Agent Targets Kidney Cancer With FDA Decision Looming
Assigning a 69.4% overall probability the FDA will sign off on it!
May 7
•
Bill Langbein
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New Imaging Agent Targets Kidney Cancer With FDA Decision Looming
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April 2025
The Friday Biotech Perspective #40
After the Whiplash
Apr 27
•
Bill Langbein
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The Friday Biotech Perspective #40
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The Friday Biotech Perspective #39
Washington uncertainty, Trump tariffs dismantle global drug development
Apr 7
•
Bill Langbein
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The Friday Biotech Perspective #39
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March 2025
Company Ramps Up Efforts to Target Inflammation to Combat Heart Disease
Assigning a 55.7% overall probability that company's upcoming data will be positive.
Mar 25
•
Bill Langbein
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Company Ramps Up Efforts to Target Inflammation to Combat Heart Disease
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