Research Notes

A careful review of the opportunity in stable vitiligo, a comparison to the competitive landscape, and why Solt DB Invest doesn't expect material contributions any time soon.

Krystal Biotech announced on August 18 the FDA accepted its biologics license application (BLA) for Vyjuvek in dystrophic epidermolysis bullosa (DEB). Investors now have three more pieces of information regarding the regulatory pathway.

Solt DB Invest doesn't expect Udenyca OBI to launch, or more specifically, we expect Amgen to sue Coherus BioSciences and delay the launch.

Analysis of the ReCell System's performance in soft tissue repair, how it stacks up against the competitive landscape, and the likelihood of approval (hint: high).

The medical device company expects to announce data readouts from two clinical trials, one in soft tissue repair and one in stable vitiligo, in the second half of 2022. AVITA Medical reports second-quarter 2022 operating results after the market closes on Thursday, August 11.

Coherus BioSciences earned FDA approval for its first ophthalmology product, Cimerli (ranibizumab), a biosimilar to Lucentis.

I'm not confident the recent rally in the biotech sector can be trusted. I'm confident Twist Bioscience has significant valuation risk near current levels.

In relationships, it's important to keep the sex dirty and the fights clean. In DNA sequencing, it would be ideal to keep the samples dirty and the data clean. Oxford Nanopore and nanopore sequencing are the closest to this ideal technology.

Krystal Biotech will earn a priority review voucher (PRV) if Vyjuvek earns FDA approval, which seems very likely. The company can use it to accelerate regulatory review for a future asset, or sell it for over $100 million to another company to do the same.

This article explores how toripalimab (Tori) fits into the overall strategy and argues for investors to pay attention to a formidable growth engine.

Let's circle back around to the Relay Therapeutics pipeline update from June 27.

Some quick thoughts on an update from Relay Therapeutics about preliminary phase 1 clinical data for RLY-4008 (FGFR2).