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…
Glycomimetics is an HSCT Vertical Play That Could Change Hematology
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…
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 -…
Summary Identifying undervalued developmental Biotech companies that have the potential for a turn-around story, swing trade and/or investment can often times be rewarding. Five Prime Pharma could be such a turn-around story with a deep pipeline and recent form 13D…
Immunotherapy Explained Part 2 – In Relation To Affimed. In part 3 here we explain and expand in the science of Immunotherapy and explain in part how $AFMD is differentiated, explain the $MRK Keytruda/AFM 13 trial plus a lot more.…
Market Commentary Fri, June 16. FED, RLYP, IONS, Brexit , Gold+ Market Forecast. Yellen was a bit more dovish than we though she would be yesterday. There is not going to be a rate hike anytime soon. Subsequently, the USD…
You may be thinking; how can the bull and bear case on Relypsa (NASDAQ:RLYP) both be right? Before we get to this, let’s review in brief what’s been surrounding the company over the last few months. In October of last…
Danny has explained Affimed’s science below, which for some may be a bit complex. Tomorrow, I will look to break down the technical explanations in more simpler terms — this is a big reason many up and coming TRUE potential…
