Athira Pharma(ATHA)投資分析:神経領域(HGF/MET)プラットフォームから転移性乳がん(ラソフォキシフェン)Phase 3へ拡張—大型私募調達・希薄化・マイクロキャップ特有の高変動を要チェック※ Athira Pharma(NASDAQ: ATHA)は、当初は神経変性疾患を対象にHGF(hepatocyte growth factor)システムを調節する低分子の開発を進めてきた臨床段階バイオテックです。2025年12月18日、同社はESR1変異を有する転移性乳がんに対する候補薬ラソフォキシフェン(lasofoxifene)の開発・商業化権を確保し、最大2.36億ドル規模(前払い9,000万ドルの私募+ワラント行使による追加最大1.46億ドル)の資金調達パッケージを発表しました。Phase 3のELAINE-3は登録試験(承認根拠となり得る)として位置付けられ、登録は..
Intensity Therapeutics (INTS) Investment Analysis: Targeting anticancer immune activation with intratumoral injection (INT230-6) + DfuseRx platform — Nasdaq-listed in 2023, clinical momentum in 2024–2025※ Intensity Therapeutics (NASDAQ: INTS) is a late-stage biotech developing the intratumoral anticancer candidate INT230-6—a DfuseRx℠-formulated combination of cisplatin + vinblastine + the penetr..
Neuphoria Therapeutics (NEUP) Investment Analysis: A clinical-stage CNS biotech targeting anxiety and PTSD with BNC210 — NASDAQ successor listing in late 2024※ Neuphoria Therapeutics (NASDAQ: NEUP) is a clinical-stage biotech focused on treatments for central nervous system (CNS) disorders. Via Bionomics’ U.S. redomiciliation and successor listing, trading on NASDAQ began around December 2024. T..
Celcuity (CELC) Investment Analysis: Challenging the HR+/HER2− Breast Cancer Paradigm with the pan-PI3K/mTOR Inhibitor “Gedatolisib”※ Celcuity (CELC) is a clinical-stage oncology biotech developing gedatolisib, which precisely shuts down the PI3K/AKT/mTOR (PAM) pathway. In the VIKTORIA-1 Phase 3 study, the PIK3CA wild-type cohort showed a significant PFS signal; the PIK3CA-mutant cohort has comp..
In-Depth Analysis of U.S. ZBIO (Northwest Biotherapeutics Inc.) Stock: Price Drivers, Technical Analysis, Future Value, and Investment Strategy※ ZBIO (Northwest Biotherapeutics Inc.) is an innovative U.S. biotechnology company dedicated to developing novel immunotherapies, especially cancer treatment vaccines.The biotechnology sector is known for extreme volatility in share prices due to variabl..
