PODCAST · science
Breaking Biotech
by Matthew Lepoire
Matt goes in-depth on various biotechnology companies to find good quality trading opportunities.
Episodes
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118 - End of Week Wrap up - Oct 9, 2026
End of week wrap up stream. Covered $CRBU, $LLY, $MRNA This podcast is powered by Pinecast.
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117 - End of Week Wrap Up - Oct 2, 2026
End of week biotech stream Oct 2, 2026. Touched on $KOD, $BEAM, $NKTR. This podcast is powered by Pinecast.
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116 - DAYBROKEN - Clinical Success, Commercial Questions
In this episode, I revisit Kodiak Sciences’ DAYBREAK readout for Zenkuda after getting the trade wrong. I break down what the 54% Q24 result really means, how the trial design and loading regimen may have shaped the durability headline, why payer step therapy could change the real-world patient...
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115 - Kodiak Sciences' Zenkuda takes on Eylea AGAIN in their DAYBREAK wet AMD P3 trial
Kodiak Sciences ($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 thesis breaks down again. In this episode, I break down the upcoming DAYBREAK Phase 3 trial in wet…
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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 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…
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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 novel vaccine platform whereby they hope to induce both a humoral and T-cell response to specific...
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112 - Biotech Updates - $BTAI $TGTX $CRIS $CKPT $KPTI $SRRA
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...
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111 - Achieve Life Sciences Phase 3 Readout Imminent! Interview with CEO John Bencich
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...
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110 - Kodiac Sciences FALLS on Negative Wet AMD Readout! Buying Opportunity or Falling Knife??
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...
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109 - Karyopharm Guides INCREASED Sales Growth in 2022 and Reports Positive SIENDO Results
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...
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108 - NASH Companies to Watch in 2022! Madrigal Pharma Announces Positive Data in NAFLD
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...
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107 - CymaBay Sets to Massively Improve Outcomes in PBC Patients | Interview with CEO Sujal Shah
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…
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106 - Bright Spot Among CRISPR in Caribou Biosci. 2022 Biotech Trends to Watch!
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...
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105 - Neurodegenerative Disease Recap! ALXO and LGVN updates plus Breaking Breaking 2021 Top Trades
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...
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104 - Biotech Bear Market Offers SIGNIFICANT Opportunity in Oncology - CRIS! Longeveron Rises on ODD
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...
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Frequently Asked Questions
How many episodes does Breaking Biotech have?
Breaking Biotech currently has 15 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Breaking Biotech about?
Matt goes in-depth on various biotechnology companies to find good quality trading opportunities.
How often does Breaking Biotech release new episodes?
Breaking Biotech has 15 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Breaking Biotech?
You can listen to Breaking Biotech on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Breaking Biotech?
Breaking Biotech is created and hosted by Matthew Lepoire.
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