BioInvest In The News

10 biotech companies ripe for a buyout, courtesy of Donald Trump (11-17-16)
Incyte: A Promising Pipeline (11-14-2016)
Alkermes: Progress in Treating Depression (11-2-2016)
Catalysts in Biotech (8-19-2016)
Opinion: Four reasons for investors to buy biotechnology stocks now (05-20-2016)
Pacira: Safer than Opioids? (05-19-2016)
Company Updates
Trump Victory Brings V-Shaped Reaction 11-9-16

Trump Victory Brings V-Shaped Reaction 11-9-16

The immediate reaction of a widely unexpected Republican sweep was a huge across the board rally in health care stocks. While it is still very early make definitive conclusions, several positive impacts have resulted in a major reversal of sentiment. Today’s impressive rally (NBI +8%) is a likelihood of some combination of the following macro fundamental and technical changes that are expected to occur with a new, right leaning administration.

The Medicines Company (MDCO) 11-07-16

The Medicines Company (MDCO) 11-07-16

BIOINVEST Update – The Medicines Company (MDCO) – – Discontinues ‘216 – AHA Meeting Next Week

News – MDCO Stops MDCO-216 After Pilot Trial Unsuccessful – The pilot trial did not show efficacy – there was no positive effect on atherosclerosis. Safety was fine. The data calls into question the viability of APO-A1 Milano as a target and the positive implications of HDL as well.

Madrigal Pharmaceuticals (MDGL) 10-25-16

Madrigal Pharmaceuticals (MDGL) 10-25-16

BIOINVEST Update – (New Recommendation) Madrigal Pharmaceuticals (MDGL) – Paul Friedman Is Back

NASH is a hot topic in Biotech since September when Allergan bought Tobira Therapeutics (TBRA) for a stunning $1.7 billion for a Phase II asset. The Tobira deal was done at a tremendous 500% premium and topped the $1.2 billion Gilead paid for a NASH drug candidate being developed by Nimbus Therapeutics.