Breaking Biotech

00:28:42

116 - DAYBROKEN - Clinical Success, Commercial Questions

Breaking Biotech ·

2026/10/01

In this episode, I revisit Kodiak Sciences’ DAYBREAK readout for Zenkuda after getting the trade wrong. I break down what the 54% Q24 result really means, how the trial design and loading regimen may have shaped the durability headline, why payer step therapy could change the real-world patient population, and what I missed going into the catalyst. I also compare Zenkuda with Eylea HD and discuss what the data do—and don’t—tell us about the commercial opportunity for $KOD. #KodiakSciences #Biotech

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00:38:05

115 - Kodiak Sciences' Zenkuda takes on Eylea AGAIN...

Breaking Biotech ·

2026/09/23

Kodiak Sciences ($KOD) is heading into a pivotal moment. The Phase 3 DAYBREAK readout in wet AMD could determine whether Zenkuda becomes a serious retinal franchise or whether Kodiak’s durability thesis breaks down again. In this episode, I break down the upcoming DAYBREAK Phase 3 trial in wet AMD, including what went wrong in the original DAZZLE study, why management believes the new trial design can rescue efficacy, and whether Zenkuda can still deliver enough durability to differentiate itself

en-US

00:36:19

114 - Breaking Biotech Relaunch - $KOD wet AMD...

Breaking Biotech ·

2026/09/17

Hi everyone, it's been a while! I decided to do an update, sharing details about what took me away from the channel. I also talk about different themes that have emerged in that time as well as themes that went away. Finally, I touch on all the companies I had invested in over the years, providing brief updates on each one. While it was a good way to lose money, there were some lessons in it, which I share at the end of the episode. $KOD (23:20) is one company I am excited about for an upcoming

en-US

00:45:36

113 - Vaxxinity Takes on Neurodegenerative Diseases...

Breaking Biotech ·

2022/05/08

Video Sponsor - http://workinbiotech.com/In this episode, I go through a company called Vaxxinity, who are trying to develop vaccines for the treatment of various different diseases. They have a novel vaccine platform whereby they hope to induce both a humoral and T-cell response to specific proteins in various indications. One of their near-term readouts is a Phase 1 Part 2 data release from their UB-312 program in Parkinson Disease. This treatment is able to induce anti-α-synuclein antibodies,

en-US

00:43:59

112 - Biotech Updates - $BTAI $TGTX $CRIS $CKPT $KPTI...

Breaking Biotech ·

2022/04/21

In this episode, I take a look at 6 different biotechs and talk about recent updates in each one. Here is the breakdown: BTAI - 1:00 TGTX - 5:25 CRIS - 18:00 CKPT - 22:39 KPTI/SRRA - 31:07 Thanks to InfoPathways for being a sponsor of the show! Check them out for all your biotech IT needs at infopathways.com or call 410-751-9929. Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech Follow me on twitter @matthewlepoire Send me an email

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00:28:19

111 - Achieve Life Sciences Phase 3 Readout Imminent!...

Breaking Biotech ·

2022/04/01

Achieve Life Sciences is developing Cytisinicline for the treatment of smoking cessation. The drug has been available in Eastern Europe for years, but Achieve has taken the lead to bring this drug to market in developed countries. The safety profile is significantly better than both Chantix and Zyban and they are about to release data from the first of two Phase 3 clinical trials (ORCA-2 and ORCA-3). Given that there are 31M Americans who smoke and that e-cigarette usage is on the rise, there will

en-US

00:33:19

110 - Kodiac Sciences FALLS on Negative Wet AMD...

Breaking Biotech ·

2022/03/05

Kodiac Sciences is developing KSI-301 for a number of proliferative endothelial retinal disorders. Their recent P3 wet AMD data readout failed to show non-inferiority to Q8W dosed Eylea, a major upset for the company. However, KOD has a number of other upcoming P3 trial readouts that will be massive movers for the stock. In this episode, I go over the P3 data and talk about whether or not this is a buying opportunity. I also talk about Karyopharm and their recent regulatory update about the SIENDO

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00:33:42

109 - Karyopharm Guides INCREASED Sales Growth in...

Breaking Biotech ·

2022/02/22

Karyopharm is an oncology company that is commercializing XPOVIO (Selinexor) in Multiple Myeloma and DLBCL. Selinexor blocks nuclear export thereby hindering the ability of cancer cells to block tumor suppressor protein activity. In this episode, I break down the bear and bull narratives of Karyopharm and discuss how the company has transitioned since entry of the new CEO Richard Paulson. Thanks to InfoPathways for being a sponsor of the show! Check them out for all your biotech IT needs at

en-US

00:37:28

108 - NASH Companies to Watch in 2022! Madrigal...

Breaking Biotech ·

2022/02/07

The NASH space has seen some setbacks in the last couple years, but a few players continue to make nice progress on their clinical trials. Madrigal Pharma announced positive topline data in their MAESTRO-NAFLD trial, which is an encouraging sign for their upcoming readout in NASH in Q3-2022. I discuss other players in the space including: ETNB, AKRO, VKTX, ICPT, IVA and NVO. Checkpoint Therapeutics announces positive topline data from their trial of Cosibelimab in metastatic cutaneous squamous cell

en-US

00:35:09

107 - CymaBay Sets to Massively Improve Outcomes in...

Breaking Biotech ·

2022/01/29

CymaBay Therapeutics is developing Seladelpar for the treatment of Primary Biliary Cholangitis (PBC). PBC currently affects around 130K patients in the USA and current available treatments do not address patient needs sufficiently. Seladelpar is an oral, selective PPARδ agonist that has been shown to regulate critical metabolic and liver disease pathways. CymaBay is currently enrolling for a registrational Phase 3 program in PBC with topline data expected in 2023. Data from prior trials show that

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00:42:53

106 - Bright Spot Among CRISPR in Caribou Biosci....

Breaking Biotech ·

2022/01/09

CRISPR is an exciting space, with a number of companies finally sharing early clinical data in 2021. NTLA benefitted the most from this by doubling in valuation after data release, while the other CRISPR companies continue to trend lower in the XBI bear market. Caribou Biosciences is one of the smaller EV CRISPR companies with their first clinical readout coming up in 2022. In this episode, I go through a short primer on all the CRISPR companies and discuss why I think Caribou will have a great

en-US

00:41:29

105 - Neurodegenerative Disease Recap! ALXO and LGVN...

Breaking Biotech ·

2022/01/03

ALXO announces new HR-MDS data that disappoints! I talk about the comparison to Magrolimab data and why I think ALXO is still a buy. LGVN pushes data updates but is still a risk for a short squeeze! I talk about some of the stock statistics and fundaments to determine whether I'm going to place that short trade. The neurodegeneration space had an exciting 2021 and I provide an update on all the companies I covered earlier in the year. 2022 might prove to be more exciting with some big Alzheimer's

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00:48:17

104 - Biotech Bear Market Offers SIGNIFICANT...

Breaking Biotech ·

2021/12/12

Curis is an oncology company trying to develop an inhibitor of IRAK-4. They have shown positive results in AML/MDS in spliceosome/FLT3 mutation patients as well as their non-target group. This will hopefully allow them to get accelerated approval with the FDA but they still have some hurdles to overcome. Longeveron is a cell therapy company looking to develop their Medicinal Signaling Cell therapy, Lomacel-B, in aging patients. They are focusing on Alzheimer's Disease, Aging Frailty as well as

en-US

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