March 25 Updates

Hello Subs,

I had so much on my list of things to talk about, I decided to put out this podcast a few days early. In this podcast, I discuss:

1. What I’m paying attention to at AAD: ALMS vs. TAK vs. JNJ, KYMR, and NKTR

2. APGE’s Zumi and how I make ‘Buy’ decisions on stocks.

3. TERN (acquired by MRK) and what it means for ELVN

4. DNLI’s approval and what it means for SPRB

5. OCUL vs. EYPT (because we haven’t beaten that horse dead yet)

6. RZLT’s FDA meeting update

7. IDYA’s delay and my view of cancer data delays.

8. GPCR

Cheers,

JNap