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…
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Glycominetics: An HSCT Story
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…
Biotech Discussion – $GLYC $RETA + SVIB Commentary
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…
Biotech Audio Review – $GLYC & $TVTX
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…
Immunotherapy Explained Part 3 – In Relation To Affimed
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.…
Video: Immunotherapy Explained Part 2 – NK Cell Biology
Immunotherapy Explained Part 2 – NK Cell Biology. In this video Danny goes over the biology of NK cell tech along with some layman analogies + how this relates in part to $AFMD and more! Enjoy. Subs get access to…
Market Commentary Fri, June 16. FED, RLYP, IONS, Brexit , Gold+ Market Forecast
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…
Video Slide Presentation Immunotherapy + Affimed Explained Part 1
Immunotherapy Explained Part 1. Danny and I break down immunotherapy in this 3 part series. In part 1, we discuss an overview of the basic biology behind immunotherapy. Video is around 1 hour long. We talk about the various approaches…
Biotech and StockMarket Podcast May 31 2016
Biotech and StockMarket Podcast May 31 2016… $IONS $RLYP Gold, Oil + Macros $IONs discussed here on why we took call options. Danny explains the situation there and why it’s not as bad as the market is thinking. We also…
Rethinking A Market Crash – How a New Development Changes The Game
Rethinking A Market Crash – How a New Development Changes The Game. As you all know, I have been harping on the stock market crashing by September of next year. Considering how things were until just recently, that prediction was…