#Biotech enthusiast, founder law firm Goldman Hine LLP (retired 2021),CEO Comstock Metals, former advisor E3 Lithium (ETL.V) , BA, JD, contributor Seeking Alpha
Toronto, Ontario
Joined February 2017
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Steven H. Goldman retweeted
New 2026 study of 133 people with DMD independently came up with a 52.3% VL fat-fraction cutoff for loss of ambulation, with 92.5% sensitivity and 100% specificity. pmc.ncbi.nlm.nih.gov/article…
From research I’ve done, around 50–60% non-fat tissue remaining in the vastus lateralis/quadriceps appears to be the biologically important zone for sustaining ordinary DMD ambulation.
If you could keep decreasing fat fraction to these thresholds in patients or at least keep fat fraction from increasing then the question of what happens regarding ambulation becomes a lot more interesting. $MSLE
$CRBP @CorbusPharma investigational nectin-4 ADC CRB-701: Potentially Best-in-Class Treatment for HPV-Driven Oropharyngeal Squamous Cell Carcinoma "OPSCC" with very encouraging interim results in both OPSCC and cervical cancer at ASCO. Upcoming catalysts include commencement this summer of registrational study CRB701 monotherapy in 2nd line OPSCC "throat cancer", topline clinical results in CRB913 in obesity in Sept., topline results in 1st line OPSCC with combo CRB-701 and Keytruda in OPSCC Q1 2027, and ongoing results in CRB701 in cervical cancer. See podcast interview with Corbus' CEO Yuval Cohen at youtu.be/3-FNC1XNW2c?si=2Ii8… via @YouTube
Oral sex is the leading cause of HPV driven throat cancer (oropharyngeal squamous carcinoma) which is a rapidly increasing cancer in US. This is one topic discussed in my recent podcast interview with Corbus CEO Yuval Cohen. See link below. $CRBP @CEOCorbus @CorbusPharma Corbus: Potentially Best-in-Class Treatment for HPV-Driven Oropharyngeal... youtu.be/3-FNC1XNW2c?si=W0nn… via @YouTube
E3 Lithium $ETL.V Successfully Commissions Phase 2 of its Demonstration Facility by @businesswire ceo.ca/@businesswire/e3-lith… #
I recently had a great podcast interview with @Trident_RSC CEO Jon Wiesblatt. See below.
We discussed his background, the background to the merger leading to Trident Resources formed in January 2025, the recent Mineral Resource Estimate (approx. 2 million oz gold Inferred & Indicated) which does not include its Contact Lake asset. We also discussed the enormous potential of its Contact Lake asset, a former high grade mine developed and operated by Cameco in 1990s. The great drill results in 2025 and winter 2026. Current plans to drill additional 20,000 meters in summer / fall 2026. Jon explains why he believes Trident undervalued.
youtu.be/GAofnhtxM7E?si=ISPx…
I recently had a great podcast interview (link below) with @CompugenLtd (Nasdaq: CGEN) CEO Eran Ophir, PhD discussing its AI/ML driven platform Unigen, and its clinical stage assets including: 1. COM701 (anti-PVRIG);
2. COM-902 (Fc reduced anti-TIGIT);
3. its partnerships with AztraZeneca (licensing COM 902 anti-TIGIT as the TIGIT component of Astra Zeneca's TIGIT/PD-1 bi-specific Rilivegostomig, now in 11 Phase 3 and 14 Phase 1 & 2 trials treating various solid cancer tumors; and
4. its partnership with Gilead which licensed in GS-0321 (formerly COM503) from Compugen for its IL-18 BP asset (now in Phase 1 clinical trials).
youtu.be/k_gOUh_9ZSI?si=Jg_Q… via @YouTube
I recently had fascinating podcast discussion with Adagene (Nasdaq: $ADAG ) CSO, Mickael Chane-Du. Lead asset is muzastotug (ADG126), potentially best in class, next gen, masked anti-CTLA4 antibody.
Adagene’s masked anti-CTLA4, when administered, remains inactive as an antibody until reaches the cancer tumor where certain enzymes remove its masks and activate its anti-CTLA4 properties.
As a result ADG126 is much safer & can be combined with other immunotherapies such as anti-PD1 Keytruda. More importantly the masking enables dosing at up to 20 times higher dosing than Bristol Myers’ first generation anti-CTLA4 –(Yervoy).
ADG126 received fast track approval in combo with Keytruda in treatment of Metastatic Stable Colorectal Cancer w/o liver metastasis.
Currently, Adagene's Phase 2 clinical trial (60 pts) testing combination of ADG126 and PD-1 checkpoint inhibitor Keytruda in 3rd line microsatellite stable metastatic (MSS CRC) colorectal cancer w/o liver metastases.
Recent Ph 1b/2 clinical data testing this combination, although in relatively small numbers, show potential dose-dependent best in class data with higher dose levels showing up to a confirmed 31% (and potentially up to 36%).
Overall Response Rate in this 3rd line setting with a notable median progression free survival of 15.4 months (compared to 4.8 months in the lower dose group). This is a very sick group of MSS colorectal cancer patients without liver metastasis where current standard of care generally shows very little response benefit (typically seeing an Overall Response rate in the low 1% to 6% range). Topline readout expected in H1 2027.
Adagene has multiple collaborations and partnerships including with Sanofi, Roche, Incyte and others in both doublet and triplet combinations with ADG126. In early April Adagene raised an additional US$70 million from institutional investors.
Recently announced collaboration with Incyte to test its INCA-33890 bispecific and ADG126 in MSS CRC is very exciting as INCA-33890 has shown monotherapy effect in both MSS CRC with and without liver metastasis.
Adagene Market cap approx. US $240 million. Funding currently expected to H2 2028. Adagene's share price has risen more than 130% in the past year.
My full podcast interview Adagene's CSO (produced by Elyssa Carroll Goldman) can be found at:
youtube.com/watch?v=8x7EAYdi…
$ROCK.NE CEO @WiesblattJon of Trident Resources quoted in the article describing high grade gold found in Contact Lake, a past operating gold producing mine. See globalnews.ca/video/11839780…
See youtube.com/watch?v=V07I7fLe…
I recently had a fascinating podcast interview with @CEOCorbus , Ph.D., CEO of @CorbusPharma .
Corbus has several material upcoming catalysts, including:
1. Updated CRB-701 monotherapy oncology data (2nd line) in both Head & Neck Squamish Cell cancer and cervical cancer at ASCO in late May including stratified HPV+/HPV -ve pt. data;
2. Topline results from the CRB-913 obesity trial in 240 patients after 12 weeks of dosing later this summer;
3. Combination data for CRB-701 with Keytruda in 1st-line Head & Neck cancer expected in Q4 including stratified HPV+ vs. HPV-ve pts.
Pipeline includes:
1. CRB-701 is a next-generation antibody-drug conjugate (ADC) targeting Nectin-4 expression on cancer cells, being advanced in Head & Neck Squamous Cell Carcinoma and Cervical cancer
Phase 1/2 data presented at ESMO (Q4 2025) showed encouraging results in CRB-701 in monotherapy, including potentially best in class monotherapy data in Head & Neck and Cervical cancers including:
Monotherapy:
*47.6% objective response rate (ORR) in head & neck cancer
* 37.5% ORR in cervical cancer
* 55.6% ORR in bladder cancer
The drug also demonstrated a very favorable safety and tolerability profile which is a serious problem for current 2nd line cancer treatments.
CRB-701 may have a potential major advantage in HPV +positive cancers, where other therapies targeting the EGFR pathway (such as Genmab's recently acquired Phase 3 drug, Peto, which is focused on Head & Neck cancer) have shown substantially reduced effectiveness in HPV +ve Head & Neck cancer (seen in throat cancer). Genmab recent purchased Peto from Merus for $8 billion primarily for its Peto asset.
The FDA has granted Fast Track designation for CRB-701 in both head & neck and cervical cancers. Corbus also received positive feedback from the FDA to conduct registrational trials. Corbus plans to initiate a registrational monotherapy trial in 2nd line head & neck cancer this summer, and hopefully a registrational trial next year in 2nd line cervical cancer.
Corbus' other major asset is CRB-913, a peripherally restricted CB1 receptor inverse agonist designed to treat obesity while minimizing central nervous system side effects and has a very novel mode of action with a once daily oral administration (and appears safe and tolerable) compared to oral GLP1 drugs which have common GI, neurological and other issues.
Corbus' Phase 1a data at ESMO in CRB-913 showed:
*2.9% weight loss at 14 days (which is very favorable compared to oral GLP1)
*No reports of nausea, vomiting, or constipation, a problem for oral GLP1.
*Favorable neuropsychiatric profile
The ongoing Corbus Phase 1b “CANYON-1” study evaluating multiple dose levels of CRB-913, 240 US patients, after 12 weeks of dosing with topline results expected later this summer.
Ticker: CRBP (NASDAQ)
Market cap: ~$185M USD
Cash: $163.3M (as of Dec 31, 2025)
Runway into 2028
Podcast produced by Elyssa Carroll Goldman.
youtu.be/V07I7fLevV0?si=cuUt…
Yesterday I posted my follow up podcast interview with @SatellosBio (Nasdaq: MSLE) (TSX: MSCL) CEO Frank Gleeson on SAT-3247 Interim Trial Updates and Upcomin... youtu.be/CpLi7uAs_uM?si=Vp1U… via @YouTube
My recent podcast interview on Molecules and Minerals | with $COYA Coya Therapeutics CEO Arun Swaminathan, discusses $COYA's novel COYA 302 treatment in ALS "Lou Gehrig's Disease" & Frontotemporal Dementia or FTD. Currently Phase 2 placebo controlled trial ALSTARS testing COYA 302 in ALS expects to read out in Q1 2027. Ph 2 trial in FTD to begin later this year. Collab Partnership with $RDY Dr. Reddy's Laboratories. See link to my podcast at: youtu.be/_kyqhjmZX7w?si=Eg0Z… via @YouTube
This is an important article for people to read about the current state of AI. It’s far more advanced than I had imagined and changing rapidly. The article is an eye opener.
fortune.com/2026/02/11/somet…
I recently interviewed White Gold Corp. (WGO.V) CEO David D'Onofrio, gold exploration in the Yukon, with a market cap of approx. $360 M Cdn with no debt.
White Gold owns 21 properties covering a massive 305,102 hectares (approx. 750,000 acres), 40% of the Yukon’s White Gold District in Canada. Agnico Eagle (TSX: AEM) owns 19%.White Gold's new VP, Exploration, Dylan Langille (recently part of the Great Bear projected discovery team) is also playing an important role.
White Gold's flag ship gold contain greater than 3 million oz of gold including :
1. 1.53 g/t Au for 1,732,300 ounces of gold in the Indicated Resource category; and
2. 1.22 g/t Au for 1,265,900 ounces of gold in the Inferred Resource category.
Upcoming catalysts include:
1. The release of additional results from its 2025 diamond drill programs;
2. Delivery of a maiden Preliminary Economic Assessment (PEA) report on its flag ship White Gold Project anticipated released in Q2;
3. Details of company’s expected 25,000 to 30,000 meter drill program to begin this April or May, fully funded by a $23,000,000 financing completed in October;
4. Results of an additional 7,000 meters of drill core from previous drill program no previously assayed;
5. The spin out of its non-gold critical mineral assets into a new public company SpinCo focused on critical minerals and designed to unlock the value of these assets, was press released by White Gold on February 11, 2026. Shares in SpinCo are anticipated to be distributed to White Gold shareholders.
The D'Onofrio podcast can be found at: lnkd.in/ejrEDsyT
📷youtube.comMolecules and Minerals | Deep Dive with White Gold Corp CEO David D’Onofrio
Commented on $MSCL:CA $MSLE - Satellos Bioscience: Promising Novel Treatment For Duchenne Muscular Dystrophy. seekingalpha.com/article/481…
My interview w/ Chris Doornbos, CEO of E3 Lithium $ETL.V $EEMMF on February 5 in link below. E3’s massive DLE project in demonstration plant phase. If all goes well E3 hopes to get to commercial production &produce battery grade lithium carbonate . See youtube.com/watch?v=1xtfUo8f…
Interesting Forbes article about $CGEN Compugen Ltd.’s use of AI driven computational predictive biology in developing novel drugs and drug targets. forbes.com/sites/gilpress/20…
$MSCL $MSCLF @SatellosBio filed an update yesterday on clinicaltrials.gov indicating that its 11-month Phase 1b open label expansion trial testing SAT-3247 (once daily oral pill) on adult Duchenne patients has begun enrolling as of August 20th. Might still be only 5 adult patients but co hoping to get approval to enrol additional patients in the OLE trial. The results from the initial Phase 1b trial in 5 adult Duchenne patients for just 28 days showed an average doubling in grip strength, which was unexpectedly promising. See clinicaltrials.gov/study/NCT…
$ETL.V Phase 1 of E3 Lithium’s Direct Lithium extraction Demonstration Facility launched reddeeradvocate.com/local-ne… via @reddeeradvocate