Matt Gamber’s Biotech Newsletter

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June 2025

FUROSCIX's Label Update Is A Buying Signal For scPharmaceuticals
After a rocky first two years of launch, numerous tailwinds are aligning and setting the stage for a cash flow positive 2026 for scPharmaceuticals.
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Matt Gamber
Xeris Biopharma Is A Dip-Buying Opportunity Ahead Of Accelerating Growth
Recorlev is a growth engine with a large Total Addressable Market on top of a strong foundation with Gvoke and Keveyis, and a potential wild card in a…
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Matt Gamber
Replimune Has Significant Upside Potential, When Approved. But When Will That Be?
I think they receive Accelerated Approval in July, despite new leadership at the FDA's Center for Biologics Evaluation and Research. But caution is…
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Matt Gamber
1

May 2025

TG Therapeutics Should Increase Their Share Buyback Authorization Immediately
The company is thriving, there is no business development opportunity better than the anti-CD20 space, and the company has sufficient liquidity to be…
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Matt Gamber
Commercial-Stage Biotech Is Undervalued. Q1 Earnings Recap, Part 2.
Companies mentioned: AVDL, EOLS, HROW, GERN, SCPH, TARS, TGTX, APLS, ARQT, DCTH.
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Matt Gamber
Who's Raising Full Year Guidance? Who's Affirming Full Year Guidance? Q1 Earnings Recap, Part 1.
AVDL, EOLS, HROW, GERN. Part 2 on Thursday.
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Matt Gamber
Earnings Calendar For This Week, Near-Term Clinical Catalysts, YTD Performance, And More...
Companies mentioned: BBIO, MDGL, VRNA, KNSA, OCUL, TGTX, ARQT, DAWN, APLS, GERN, EOLS, VIR, AUTL, DCTH, CRNX, PODD, HROW, SCPH, SRRK, CELC, CRDF, IDYA…
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Matt Gamber
1

April 2025

Q1 Earnings Season Preview: Commercial-Stage Biotechs
EOLS, APLS, ARQT, GERN, HROW, SCPH, VRNA, AVDL, MDWD, SWTX, KNSA, DCTH, SRRK, CRNX.
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Matt Gamber
1
Short sellers are confident Cardiff Oncology will underwhelm - but are they right?
A forthcoming 1H data update has the power to significantly de-risk the stock yet short interest is piling up to greater than 20% of the shares…
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Matt Gamber
Ideaya is undervalued on their lead asset Darovasertib alone - you get the rest of the pipeline for free.
Between metastatic uveal melanoma and neoadjuvant uveal melanoma, darovasertib is a potential blockbuster in the making. The market valuation is not…
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Matt Gamber
The Biotech Recession Shopping List
Yes, that says recession.
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Matt Gamber
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