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'Pharma Bro' Martin Shkreli Says 'Good Chance' Inmune Bio Stock Will Slip 90% On Monday
Benzinga· 2025-07-04 13:20
Former hedge fund manager Martin Shkreli has issued a stark warning on the near-term trajectory of a biotech startup, just days after it witnessed a surge. What Happened: On Saturday, in a post on X, Shkreli forecasted a potential 90% drop in the shares of biotech startup, Inmune Bio Inc. INMB, a clinical-stage biotechnology company that is focused on using a patient’s immune system to fight cancers.According to Shkreli, there’s a “very good chance $INMB will be at 0.50 on Monday,” a 90.61% drop from its cl ...
Compass Therapeutics (CMPX) Earnings Call Presentation
2025-07-04 12:47
Tovecimig Clinical Trial Results (COMPANION-002 Study) - The COMPANION-002 study is a Phase 2/3 registrational-intent study in patients with BTC who have received one prior line of therapy[9] - In the Intent-to-Treat population, the Overall Response Rate (ORR) for Tovecimig + Paclitaxel was 17.1% (19 out of 111 patients) compared to 5.3% (3 out of 57 patients) for Paclitaxel alone, with a two-sided p-value of 0.031[12] - The Complete Response (CR) rate in the Tovecimig + Paclitaxel arm was 0.9% (1 out of 111 patients), while the Partial Response (PR) rate was 16.2% (18 out of 111 patients)[12] - Stable Disease (SD) was observed in 44.1% of patients (49 out of 111) in the Tovecimig + Paclitaxel arm compared to 33.3% (19 out of 57) in the Paclitaxel arm[12] - Progressive Disease (PD) was observed in 16.2% of patients (18 out of 111) in the Tovecimig + Paclitaxel arm compared to 42.1% (24 out of 57) in the Paclitaxel arm[12] Tovecimig Development and Potential - Tovecimig is a bispecific antibody targeting DLL4 and VEGF-A, designed to disrupt tumor vessel formation and angiogenesis[6, 7] - The company anticipates top-line Phase 2/3 data for PFS, OS, and DoR in Q4 2025[25] - Tovecimig has the potential to become a standard of care in 2L BTC, with PFS, OS and DoR data expected in Q4 2025[18] Market and Unmet Needs - There are significant unmet needs in current treatments for BTC, with approximately 85% of 2L patients having limited treatment options[19, 20] - Incidence of BTC is significant, with an estimated ~23,000 cases annually[22] - Projected ~100,000 incidence of liver and intrahepatic bile duct cancer by 2040[23]
Tenax Therapeutics (TENX) Earnings Call Presentation
2025-07-04 12:44
TNX-103 and PH-HFpEF - TNX-103 (Oral Levosimendan) is a small molecule NCE with a dual mechanism of action, acting as a venodilator and enhancing cardiac contractility[6, 104] - TNX-103 has U S patent protection for multiple methods of use out to the end of 2040 with potential for continuations[7, 105] - The addressable market opportunity for TNX-103 is estimated to be at least $10 billion[9, 107] - Phase 3 program design aligned with the FDA helps de-risk the potential approval pathway for TNX-103[9, 107] Clinical Trial Data - In the Phase 2 HELP trial, TNX-103 showed statistically significant increases in 6MWD and reduction in PCWP across all exercise stages for PH-HFpEF patients[9, 107] - The OLE portion of the Phase 2 trial showed that patients who transitioned from IV to oral levosimendan in a 6-week period experienced improvements in 6MWD (+7 meters), BNP/NT-proBNP and KCCQ scores[9, 107] - 85% of patients enrolled in the HELP study responded with a robust decrease (≥4mm Hg) in exercise PCWP[45] - Oral Levosimendan causes a rapid and sustained reduction in NT-proBNP vs Baseline, with a 32% to 38% reduction in 7 days in the PERSIST Trial[79, 80] Market and Prevalence - PH-HFpEF affects an estimated 2 2 million US patients projected in 2030[9, 107] - In 2030, there will be an estimated 2 2 million to 3 7 million PH-HFpEF patients in the US[18] - Approximately 50% of heart failure patients with preserved ejection fraction (HFpEF) have PH[101]
Passage Bio (PASG) Earnings Call Presentation
2025-07-04 12:39
PBFT02 Development and Preclinical Results - PBFT02 is an AAV gene therapy designed to deliver functional PGRN to the brain for the treatment of FTD-GRN [13] - In Grn-/- mice, AAV.hGRN vector ICV administration improved lysosomal function, reduced lipofuscin fluorescence in the thalamus, and reduced brain hexosaminidase activity [21, 23] - AAV1 was selected as the vector serotype due to superior hPGRN levels in CSF compared to AAV5 and AAVhu68 in NHPs [28, 29] - In Grn-/- mice, PBFT02 reduced lipofuscin deposition and neuroinflammation in the brain after intra-CSF delivery [34, 37] - ICM administration of PBFT02 enables PGRN delivery throughout the CNS [40] - In NHPs, PBFT02 dose-dependently increased PGRN in CSF up to day 14 [46, 48] - In NHPs, PBFT02 at Dose 1 resulted in approximately 10e4 GC/ug DNA throughout the brain [43] Clinical Trial (upliFT-D) and Safety - The upliFT-D trial is a global Phase 1/2 multi-center, open-label, dose-escalation study with PBFT02 [52, 55] - FTD-GRN Cohort 1 (n = 5) dosing is complete [56] - All four Cohort 1 participants who received a revised immunosuppression regimen had no SAEs or significant immune responses [57] - Cohort 1 interim data shows PBFT02 administration leads to robust and sustained increases in CSF PGRN [58]
Oncternal Therapeutics (ONCT) Earnings Call Presentation
2025-07-04 12:30
Pipeline Highlights - ONCT-534, a Dual-Action Androgen Receptor Inhibitor (DAARI), is in Phase 1/2 clinical study for prostate cancer, with initial data expected in Q3 2024[8, 86] - ONCT-808, an autologous CAR T cell therapy targeting ROR1, is in Phase 1/2 clinical study for aggressive B-cell NHL, with a clinical data update expected in Q3 2024[8, 86] - Zilovertamab, a monoclonal antibody targeting ROR1, is seeking partnerships for further clinical trials in hematological malignancies and solid tumors[15, 81] ONCT-534 Key Points - The sixth cohort (1200 mg once daily) is fully enrolled in the Phase 1/2 dose escalation study in R/R mCRPC[8, 90] - ONCT-534 has shown activity in preclinical prostate cancer models of androgen receptor inhibitor resistance[8, 90] ONCT-808 Key Points - In the ONCT-808-101 study, 2 out of 3 patients achieved complete metabolic response (CMR) and 1 out of 3 patients achieved partial response (PR) in the 1x10^6 CAR T cells/kg cohort[72] - ONCT-808 CAR T cells expand and are persistent in all three patients from the 1 x 10^6 CAR T cells/kg dose cohort and the first patient from the 03 x 10^6 CAR T cells/kg dose cohort[75] Zilovertamab Key Points - In a pooled analysis with a median follow-up of 40 months, PFS for p53 mut/del(17p) was 100% for zilovertamab + ibrutinib[79, 80] Financial Highlights - As of March 31, 2024, Oncternal Therapeutics had $270 million in cash and short-term investments, providing a cash runway into Q1 2025[8, 87, 90] - The company anticipates $40 million in non-dilutive support through NIH grants[87]
Q32 Bio (QTTB) Earnings Call Presentation
2025-07-04 12:30
Clinical Trial Results - The SIGNAL-AA Phase 2a trial studied bempikibart in patients with severe or very severe Alopecia Areata [1] - The study included patients with SALT scores between 50 and 100 [15] - At Week 24, patients with baseline SALT 50-100 showed a mean SALT score change of 163% with bempikibart treatment [20] - In patients with baseline SALT 50-95, the mean SALT score change at Week 24 was 245% with bempikibart [20] - Some patients experienced continued response even 7 months post last dose [23, 24] Safety and Tolerability - In the bempikibart group, 70% of participants experienced at least one treatment-emergent adverse event (TEAE) [27] - In the placebo group, 38% of participants experienced at least one TEAE [27] - No Grade 3 or higher related adverse events were reported in the bempikibart group [27] Study Design and Demographics - The study randomized patients in a 3:1 ratio to bempikibart (n=33) or placebo (n=81) [15] - The mean baseline SALT score in the bempikibart group was 749, while in the placebo group it was 819 [16]
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Sarepta Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – SRPT
GlobeNewswire News Room· 2025-07-04 12:23
NEW YORK, July 04, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of Sarepta Therapeutics, Inc. (NASDAQ: SRPT) between June 22, 2023 and June 24, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 25, 2025. SO WHAT: If you purchased Sarepta securities during the ...
2 Soaring Stocks With More Upside Potential to Buy and Hold
The Motley Fool· 2025-07-04 12:15
Is it worth it to buy a stock after it experiences significant market gains? The answer is, it depends. Some companies don't have much growth fuel left in the tank after a nice run, while others still boast significant upside potential after juicy gains. It's best to stay away from the former, but the investing wisdom according to which we should "buy low" still applies to the latter.Let's consider two companies that have performed exceptionally well recently but still have excellent long-term prospects: Su ...
Viking Therapeutics (VKTX) Earnings Call Presentation
2025-07-04 12:11
Corporate Presentation March 2024 Forward-Looking Statements This presentation contains statements about our future expectations, plans and prospects that constitute forward-looking statements for purposes of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including risks relating to: both our and our collaborators' ability to successfull ...
Biohaven (BHVN) Earnings Call Presentation
2025-07-04 11:59
Corporate Presentation June 2025 JENNIFER Living with SCA3 JENNIFER Living with SCA3 Participant in the Troriluzole Clinical Study © 2025 Biohaven, Ltd. All rights reserved. Forward-Looking Statement This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements about Biohaven Ltd. (the "Company") and our planned and ongoing trials for our troriluzole, taldefgrobep alfa, BHV-7000, BHV-2100, BHV-8000, BHV-1300, BHV-1400, ...