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 companies: IONS, APLS, GMTX and CBIO. The major readout among them is that of APLS, happening in September and if successful, might bring new life into the sector. I also touch on updates from BIIB, ALXO and HEPA. 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 (or his guests) in this podcast are solely his (their) 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

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095 - Smid Cap Biotechs Take on Geographic Atrophy (Dry AMD) with MAJOR Readout This Fall

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 readout, where we will get to see how effective Cosibelimab is in metastatic cutaneous squamous cell carcinoma. The company is also evaluating CK-101, a third generation EGFR inhibitor, which is also in phase 3. In this video, I interview James Oliviero, the CEO of Checkpoint Therapeutics, where discuss all this and more. Check out our sponsor: BiopharmIQ, which is the best place to get consolidated information about small-mid cap biotechs. Use my link here to let them know that I sent you: https://bit.ly/3iwVGbu 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 (or his guests) in this podcast are solely his (their) 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

094 - Checkpoint Therapeutics Targets MASSIVE Solid Tumor Market | Interview with CEO James Oliviero

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 eye diseases caused by neovascularization, discuss the sector as it stands today and explain my investment theses for each of those 3 companies. I also talk about the troublesome position Biogen has found themselves in and what my plan is for the position I have in the company. Check out our NEW sponsor: BiopharmIQ, which is the best place to get consolidated information about small-mid cap biotechs. Use my link here to let them know that I sent you: https://bit.ly/3iwVGbu 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 (or his guests) 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

093 - Ophthalmology Gene Therapies STUMBLE but REGENXBIO and FDMT Could Turn it Around in H2-2021

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 efficacy, but have an impact on biomarkers. In this episode, I also touch on data updates provided by Curis and Replimune. Check out our NEW sponsor: BiopharmIQ, which is the best place to get consolidated information about small-mid cap biotechs. Use my link here to let them know that I sent you: https://bit.ly/3iwVGbu 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 (or his guests) 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

092 - Biotech Bears CRUSHED with Biogen's Aduhelm Approval! CRIS/REPL Decline on Data Updates

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 if this can be reproduced anywhere else. Oncternal is a targeted oncology company who submitted two abstracts to the 2021 ASCO conference. I go through the update and explain why they may no longer be worth holding on to. In this video, I also discuss Repliume, an exciting oncolytic company. 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

091 - Annovis DOUBLES on Mixed Alzheimer's Disease Data. ASCO Abstracts Released!

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 meeting in early June. They showed 8 out of 9 patients receiving some benefit from the treatment with 4 patients having a strong response (CR or CRi). In this video, I go through the company's clinical programs and evaluate what we can look forward to next. I also touch on $ANVS and $SIOX. 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

090 - Curis Shows Positive Data in AML with First in Class IRAK4 Inhibitor

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

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

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

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

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

087 - Sangamo Therapeutics Leverages Pharma Partnerships for Success!

 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

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

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

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

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

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

Cassava Sciences is commercializing Simufilam for the treatment of Alzheimer's Disease. They announced interim data from their open label study showing an improvement in ADAS-Cog11 and NPI, which led to a massive increase in the stock. In this video, I go over the data, how it compares to other trials and what's next. Check out my previous videos on #SAVA: https://youtu.be/j8sHp-M50NE https://youtu.be/kDuL2l7S2Dg 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

083 - Cassava Sciences' SURGES on Interim Open Label Data of Simufilam in Alzheimer's Disease

4D Molecular Therapeutics ($FDMT) has developed a new platform to create synthetic capsids that aim to improve gene therapy. They have candidates in Ophthalmology, Cardiology and Pulmonology that could rival existing technologies. In Ophthalmology, their R100 vector has shown minimal inflammation and neutralizing antibody generation in non human primates. Clinical data is expected in 2021, which could make or break the hype surrounding the company. Aurinia Pharmaceuticals ($AUPH) received FDA approval for Lupkynis. Rhythm Pharmaceuticals ($RYTM) announces an update in their basket of rare obesity diseases. 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

082 - 4D Molecular Therapeutics Hopes to Reshape Gene Therapy. Aurinia's Lupkynis gets FDA Approval!

Oncternal Therpautics ($ONCT) is commercializing a monoclonal antibody to antagonist the ROR1, a receptor upregulated in cancer. The data presented to date shows a powerful effect in combination with Ibrutinib in Mantle Cell Lymphoma, an aggressive form of Non-Hodgkin Lymphoma. They are also conducting studies in CLL and Breast Cancer. The company is also looking at treating Ewing Sarcoma with their ETS inhibitor. They only have early data, to date, but so far it is positive and justified moving the molecule into other cancer areas such as prostate cancer. In this video, I also touch on $KPTI and $RGNX/$CLSD. 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

081 - Oncternal Therapeutics Drives Complete Responders with First in Class ROR1 Antagonist

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

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