ASCO ABSTRACTS CONFIRM BULLISH STANCE ON PCYC AND INCY –  Keeping it simple, two key abstracts were released online last night for the upcoming ASCO conference (5/31-6/4, Chicago) support our favorable thesis on INCY and PCYC (see PCYC Update). Incyte’s INCY’s Jakafi improves bone marrow fibrosis – Abstract #7030 is a study evaluating BM fibrosis [...]

NovaVax – Why VLPs are VIPs. The key to the NVAX vaccine platform technology is the use of virus-like particles (VLPs) to safely deliver key immune-identifying proteins to the body.  Importantly, proof of concept is in place as VLPs are recombinant particles similar to currently marketed vaccines.  Merck’s Recombivax HB and GSK’s Engerix B are recombinant [...]

Pharmacyclics (4/24/13) – Completes Enrollment of RESONATE and SPARK Well Ahead of Schedule – Continue to Expect Ibrutib on Market This Year, Ahead of All Expectations. Completion of both trials, RESONATE (CLL) and SPARK (MCL), approximately 6-9 months ahead of forecasts supports our belief that ibrutinib is on track to be approved in the U.S. in [...]