In this 46:30 audio, Danny Cohen and myself discuss why we believe $GLYC will see successful data-read outs in all studies of Uproleselan (GMI-1271). In a general sense, it makes perfect sense to be short here and predict failure. We…
Summary Glycomimetics’ Uproleselan is expected to read out data in relapsed/refractory and elderly newly diagnosed Acute Myeloid Leukemia (AML) after 6 years in pivotal studies. AML is a disease with a poor prognosis, especially for elderly patients, and there is…
Glycomimetics is an HSCT Vertical Play That Could Change Hematology
In this 30 minute audio, Danny and I explain what we believe Glycominetics is really about and what management is attempting to do with Upro, the company’s lead drug in advanced clinical studies for AML. We discuss why we believe…
In this 57:30 audio from Danny and I, we first discuss Glycomimetics (GLYC), and the slip up the company CEO made at The TD Cowen 43rd Annual Health Care Conference (AML board). The slip up can be found at the…
After Danny and I did deeper digging, while we think secondary AML will hit, but the overall NCI denovo AML topline data will not be stat-sig. However, we also think the company will bury this as they don’t have to…
In this 1 hour audio, Danny and I review $GLYC in depth and explain why the situation is much better than market thinks and we predict a short squeeze there to happen soon. We also cover the latest AA granted…
I’ll get to the point. This company is a platform story, not just AML. Additionally, if both NCI and Company sponsored AML trials prove-out, the peak sales are close to $1B, not the $300M most wrongly calculate. why? Uproleselan is…
I wanted to add some commentary on Glycomimetics (GLYC) as I own shares – all of them under 1 dollar as I said I would buy once prior management was removed. The prior management well, mismanaged the company’s trials -…
