Biotech Distilled
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1233 | Founded | 10 months ago | Last Issue | 5 days ago |
| Active | |||||
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biotechdistilled.substack.comLatest Issues
UPDATE: Opus Genetics (IRD) - Wednesday, 8:00 a.m. ET
The BEST1 Cohort 1 topline now has a timestamp — September 9 — and the stock has already run 19.6% into it, from $3.72 to $4.45.
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UPDATE: uniQure (QURE) - The BLA Is In
The AMT-130 filing landed in Q3 as promised, with a parallel UK MAA and a priority review request — and the four-year Huntington’s readout is now due inside four weeks
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UPDATE: Summit Therapeutics (SMMT) - Keytruda Just Lost a Head-to-Head on Survival
HARMONi-2’s preplanned OS analysis has ivonescimab monotherapy beating pembrolizumab monotherapy in PD-L1-positive NSCLC — the third Phase III OS win over a checkpoint inhibitor, and the first against
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UPDATE: Cogent Biosciences (COGT) - The Silent Killer Gets a Contract
A five-year commercial supply agreement with Hovione for bezuclastinib tablets lands 90 days before the GIST PDUFA — and the stock has given back 16.8% since the August ATM.
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UPDATE: Allogene Therapeutics (ALLO) - The CFO Walks Out With the ATM Still Loaded
Geoff Parker retires effective November 6 — the second C-suite exit in three months, and the one that sits closest to the $135M facility I’ve been calling the weakest part of this story.
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PhD in Medicinal Chemistry. Senior Patent Agent. Extensive experience evaluating drug discovery programs — from molecular mechanism to clinical plausibility.
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