FuzeBio Journal
Clinical catalysts, valuation deep-dives, and a clear-eyed look at where biotech is heading — written for investors who want the signal, not the noise.
The radiopharma deal announced on 3 August puts a third of its headline premium into contingent value rights. Here is how to read a CVR, and what Lantheus's own second-quarter numbers say about whether the milestones are reachable.
The FDA's goal date for Replimune's melanoma therapy was 2 August. It came and went. What a missed decision date actually means, why the 10-3 panel vote was narrower than it sounds, and the cash question sitting underneath both outcomes.
Selinexor's phase 3 endometrial cancer trial showed a five-month gap in median progression-free survival and missed anyway. The distance between what the medians look like and what the statistics allow is the lesson — and the balance sheet explains the size of the move.
A topline press release is not the trial. Here's a practical framework for reading a Phase 3 readout — endpoints, effect size, statistics, and safety — before the headline moves the stock.