BioInvest In The News

The Life Sciences Report (6-19-14)
Moneyshow - Three Favorites from a Biotech Expert (3-12-14)
Dick Davis Investment Digest (1-22-14)
The Life Sciences Report (1-15-14)
Moneyshow - Top Pros' Top Picks (1-6-14)
Moneyshow - Top Pros' Top Picks (1-10-14)
Company Updates
Pharmacyclics Update (7-23-14)

Pharmacyclics Update (7-23-14)

SPECIAL UPDATE – PCYC – GILD Severely Restrictive Zydelig Label Underscores Imbruvica’s Superior Profile – Reiterate BUY – Gilead received approval midday for Zydelig (idelalisib) for three blood cancers – refractory CLL, indolent FL and SLL – some what ahead of the August/September PDUFA dates.  While the approvals were widely expected, the strict BLACK BOX [...]

Novavax Update (6-5-14)

Novavax Update (6-5-14)

Novavax (NVAX) – Follow-On Offering Creates Buying Opportunity; Proceeds Will Accelerate “Respiratory Vaccine” Timeline Last night, Novavax announced a $100 million secondary offering of common stock. The underwriters are JPMorgan and Citibank, two global investment banks that currently do not cover the stock from a research standpoint. After speaking with management, the use of proceeds is [...]

Pharmacyclics Update (5-23-14)

Pharmacyclics Update (5-23-14)

PCYC – EHA Abstracts & Marketing VP Quits – Can It Get Any Noisier Right Before ASCO? The availability of EHA abstracts and the announcement that Paula Boultbee, a VP of Marketing, has resigned – taken together has led to significant pressure on PCYC stock. After the ASCO abstracts revealed to us that Imbruvica’s competitive [...]