Situation Snapshot A new COVID-19 variant (Omicron) was recently identified in South Africa. On 11/26/21 the World Health Organization classified Omicron as a variant of concern (VOC). The decision … [Read more...] about Time For T cells: Gritstone Bio (GRTS)
COVID-19
Gritstone Bio Reports Promising Preclinical Data in NHPs; Efficacy Threshold Exceeded at Low Doses
On 11/11/21 one of our core positions Gritstone Bio (GRTS) reported highly anticipated data from its CORAL COVID-19 vaccine program in non-human primates (NHPs). After scrupulous review and comparison … [Read more...] about Gritstone Bio Reports Promising Preclinical Data in NHPs; Efficacy Threshold Exceeded at Low Doses
Investment Update: BCRX
Update 9/30/20 Today BCRX presented updated data for its ongoing Phase 1 proof of concept study for BCX9930 in treatment-naive PNH patients. Despite this impressive and unambiguous efficacy and safety … [Read more...] about Investment Update: BCRX
La Jolla Pharmaceuticals (Nasdaq: LJPC): An Assessment of The Tetraphase Acquisition
For the past 8-months now our team has been long La Jolla Pharmaceuticals (Nasdaq: LJPC) calling for a substantial upside in the stock price. At times our thesis has played out such as with the … [Read more...] about La Jolla Pharmaceuticals (Nasdaq: LJPC): An Assessment of The Tetraphase Acquisition
DelMar Pharmaceutical (NASDAQ: DMPI) Remains On Track Despite COVID-19 Crisis
Recap: Since November of 2019 MS Money Moves has been following DelMar Pharmaceuticals (Nasdaq: DMPI) closely through a number of key value inflection points. In my initial article I … [Read more...] about DelMar Pharmaceutical (NASDAQ: DMPI) Remains On Track Despite COVID-19 Crisis
BioCryst Pharmaceuticals (Nasdaq: BCRX) Galidesivir for the Treatment of COVID-19
In a matter of months, a novel strain of coronavirus infamously known as COVID-19 has spiraled from a local outbreak in China into a global pandemic. To date, there have been 1.5M+ confirmed cases and … [Read more...] about BioCryst Pharmaceuticals (Nasdaq: BCRX) Galidesivir for the Treatment of COVID-19
BCRX Updates
With BCRX there are a number of positive features that make it an attractive investment at its current valuation (near 5-year lows; on track to have its second commercial asset approved this year), … [Read more...] about BCRX Updates
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