Samuel Bonilla 8/28/21 Samuel Bonilla 8/28/21

Apellis Pharmaceuticals Inc. (APLS)

Apellis Pharmaceuticals, Inc. (APLS) expects data readouts from its two phase 3 studies (DERBY and OAKS) by September 2021. If positive, then patients with geographic atrophy could have a long awaited treatment options. Further, the results of these trials will have a large impact on the company’s valuation. In this blog post I share my thoughts of intravitreal pegcetacoplan phase 1b and phase 2 clinical trial data. Additionally, I share my expectations on the likelihood of seeing positive data readouts in the phase 3 DERBY and OAKS clinical trials of intravitreal pegcetacoplan in geographic atrophy (GA).

Samuel Bonilla 8/25/21 Samuel Bonilla 8/25/21

Small Company Spotlight: Xenon Pharmaceuticals (XENE)

A company focused on addressing neurological disorders. I take a look at this company and their prospects prior to their upcoming proof of concept readout by the September-October 2021 timeframe.

Samuel Bonilla 8/22/21 Samuel Bonilla 8/22/21

Ascendis Pharma A/S (ASND)

Ascendis Pharma A/S (ASND) has a number of key company updates up until the first quarter of 2022. There are regulatory decisions expected from the FDA and EMA before the end of this year. However, I would like to focus on upcoming TrasCon PTH (palopegteriparatide) phase 3 data readout in adults with hypoparathyroidism expected by the first quarter of 2022.

Samuel Bonilla 8/14/21 Samuel Bonilla 8/14/21

Small Company Spotlight: Theravance Biopharma (TBPH)

Theravance Biopharma (TBPH) has two data readouts in Q3 2021, but the izencitinib phase 2b data readout from the phase 2b/3 study of izencitnib in Ulcerative Colitis is likely the most interesting to investors. I share my thoughts on TBPH prior to their izencitinib phase 2b data readout this quarter.

Samuel Bonilla 7/3/21 Samuel Bonilla 7/3/21

Singular Genomics Systems, Inc. (OMIC)

In this requested blog post, I share my initial thoughts of a recent initial public offering (IPO) for Singular Genomics, Inc. (OMIC).

Samuel Bonilla 6/13/21 Samuel Bonilla 6/13/21

Curious Curis (CRIS) Pull-Back

I try to figure out why Curis, Inc. (CRIS) had its stock price punished by almost 37% in a single day on the tails of what initially appeared as a positive announcement for the company and its CA-4948 asset.