Breaking Biotech
Drug development. Clinical data. Biotech investing.
Independent analysis of clinical trials, biotech companies, and the events that move them.
Latest Analysis
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116 – DAYBROKEN – Clinical Success, Commercial Questions
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…
Recent Analysis
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115 – Kodiak Sciences’ Zenkuda takes on Eylea AGAIN in their DAYBREAK wet AMD P3 trial
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…
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114 – Breaking Biotech Relaunch – $KOD wet AMD Topline Data Due Imminently
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…
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113 – Vaxxinity Takes on Neurodegenerative Diseases with Vaccines – Potential Short Opportunity?
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…
