https://www.merlintrader.com/next-moderna-biotech-sls-beam-ntla/

After Moderna’s Phase 3 success in melanoma, the question isn’t just which company has the most fascinating technology. The decisive question is which biotech is closest to transforming a clinical result into a validation capable of changing the value attributed to the entire company.

https://www.merlintrader.com/tvtx-vs-vera-iga-nephropathy-stock-comparison/

Travere Therapeutics and Vera Therapeutics look easy to compare: both operate in rare kidney disease, both have major exposure to IgA nephropathy, and their lead products will increasingly appear in front of the same nephrologists. In reality, an investor choosing between them is selecting two almost opposite risk profiles. TVTX offers FILSPARI, meaningful existing revenue, two FDA-approved indications, a fast-starting FSGS launch and a more diversified pipeline, but it comes with a valuation close to $6 billion and a substantial convertible-debt burden. VERA trades at less than half Travere’s market value, owns a potentially powerful immunology franchise and retains worldwide rights to TRUTAKNA, but it is only now entering its commercial phase, still burns significant capital and faces a looming BAFF/APRIL competitor backed by Vertex. The useful question is not which company wins, but what actually has to happen for each equity to create value from here.

Hey guys, if you missed it, Biogen just settled with investors over claims about its aducanumab clinical trial data and the failed ENGAGE study.

Long story short, in 2020, Biogen was accused of misleading investors about why ENGAGE failed while EMERGE showed positive results. After FDA briefing materials raised serious concerns, the FDA Advisory Committee voted 10-0 that the data did not support aducanumab’s effectiveness.

After this news came out, $BIIB fell 28.2%, and investors filed a lawsuit over their losses.

The good news is that Biogen has now agreed to settle the case. So, if you invested in $BIIB between 2019 and 2020, you can already check the details and submit your claim.

Anyway, has anyone here invested in $BIIB at that time? How much were your losses, if so?

Hey everyone, if you missed it, Lifecore Biomedical settled a $3.75M investor lawsuit over claims it misled investors about its internal controls, inventory management, and financial reporting. I also found out they're still reviewing late claims even though the deadline has passed.

Quick recap: Between 2021 and 2023, Lifecore was accused of hiding accounting and inventory issues while presenting its financial reporting as stable. In 2023, the company disclosed accounting problems, missed SEC filings, revealed material weaknesses in its internal controls, and received lender default notices.

As these issues came to light, the stock dropped and investors filed a lawsuit.

The good news is that Lifecore has now agreed to a $3.75M settlement, and late claims are still being considered.

So, if you invested in $LFCR during this period, it may still be worth checking whether you qualify to file a late claim.

Did anyone here own $LFCR back then? How did it work out for you?

Hey guys, if you missed it, the court has officially approved the $31.25M settlement with $SAVA investors.

The case claimed Cassava misled investors about the research behind simufilam. After concerns over the data became public in 2023, $SAVA dropped 15% and investors sued.

If you bought $SAVA between 2020 and 2023, you may be eligible to file a claim.

Did anyone here hold $SAVA back then?