Sent when there's something worth saying, not on a schedule. Each post carries a differential — a quick clinical-signal / regulatory-path / balance-sheet read — so you know what kind of piece you're getting before you read it.
A base-rate check on SELLAS's WT1-directed vaccine — and a question about where galinpepimut-S may ultimately fit in the AML treatment landscape.
SELLAS, Actinium, and Moleculin all have hematologic-malignancy assets nearing Phase 3 events — but only one of them can fund its way to the finish line without diluting hard.
Investors treat BTD as a stamp of approval. It isn't one — it's a faster meeting schedule. Here's what changes and what doesn't for a confirmatory trial.
Event-driven survival trials report progress in a way that looks precise and is almost entirely uninformative about the result. A field guide for the non-clinician.
A non-cash liability tied to an ex-U.S. licensing deal can make a company's balance sheet look far more distressed than it is. How to tell the difference in five minutes.
No spam, no schedule — just a note when there's a clinical read worth sending.