Novavax Update (5-16-16)

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May 172016
 
Novavax Update (5-16-16)

BIOINVEST BREAKING NEWS – Special Update – NVAX – Q1 Call – Preparing For The Launch Of The RSV Vaccine With Partners In The Wings; We Are In The Zone Read more…

Anthera Update (5-16-16)

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May 172016
 
Anthera Update (5-16-16)

BIOINVEST BREAKING NEWS – Special Update – ANTH — As IgAN Data Nears, The Case For A Reduction In Proteinuria. With Anthera shortly delivering its first new clinical trial results in a long time, the implications of the IgAN data, in our opinion the implications of the IgAN data, while not yet valued by investors, are many. Read more…

Anacor (ANAC) Buyout By Pfizer (PFE) (5-16-16)

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May 162016
 
Anacor  (ANAC) Buyout By Pfizer (PFE) (5-16-16)

BIOINVEST BREAKING NEWS – Special Update – ACAD – Nuplazid Receives Positive 12-2 Vote From FDA Advisory Panel – Acadia’s Nuplazid was favorably reviewed by an FDA advisory panel today. The vote was 12-2 on efficacy, 11-3 on safety, and most importantly, 12-2 on the drug’s overall risk/benefit for Parkinson’s disease psychosis (PDP). Read more…

Intrexon Update (4-21-16)

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Apr 222016
 
Intrexon Update (4-21-16)

BIOINVEST BREAKING NEWS – Special Update – ACAD – Nuplazid Receives Positive 12-2 Vote From FDA Advisory Panel – Acadia’s Nuplazid was favorably reviewed by an FDA advisory panel today. The vote was 12-2 on efficacy, 11-3 on safety, and most importantly, 12-2 on the drug’s overall risk/benefit for Parkinson’s disease psychosis (PDP). Read more…

Ionis Update (3-23-16)

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Mar 232016
 
Ionis Update (3-23-16)

IONS Huge Winner as GILD Ruled to Infringe on IONS/Merck HCV Patent –Yesterday, a California District Court jury determined GILD’s blockbuster hepatitis C drugs Sovaldi and Harvoni infringe on two Merck/IONS patents. Read more…

Intrexon Update (1-7-16)

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Jan 202016
 
Intrexon Update (1-7-16)

Intrexon (XON) – Two Health Care Deals Signed For Metabolic Diseases and RA – The first deal is with Janssen Pharmaceutica NV (JNJ’s Euro Division) is to discover and develop ActoBiotics therapies directed against selected targets to treat Type 2 diabetes (T2D), obesity and/or metabolic disorders related to energy dysregulation. XON’s ActoBiotics platform represents an innovative oral delivery system for biological effectors ideally suited to tackle multiple aspects of T2D with the potential to improve efficacy in maintaining glycemic control in the long term. Read more…

Five Prime Update (1-7-16)

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Jan 202016
 
Five Prime Update (1-7-16)

Five Prime (FPRX) – Poised For Big Time 2016; Raising Buy & Target – FPRX had a great year in 2015 with the BMS deal being one of the best we have ever seen for a Phase I compound. The company continues to click on all cylinders and in our view, with the strength and depth of that deal, the Company is gaining further momentum. Early 2016 is ripe with three clinical trials releases that should serve as important catalysts to begin the year. Read more…

Anthera Update (1-07-16)

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Jan 202016
 
Anthera Update (1-07-16)

Anthera (ANTH) Strengthens Senior Management With President/COO & Chief Technology Officer – Craig Thompson is joining ANTH as President and Chief Operating Officer. He comes with an experienced Big Pharma strategic marketing background (~10 years at Merck, ~8 at Pfizer), and will oversee both of the Company’s late-stage development programs and commercial preparation efforts. read more…

OncoGenex Update (12-01-15)

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Dec 022015
 
OncoGenex Update (12-01-15)

BIOINVEST BREAKING NEWS – Special Update – OncoGenex (OGXI) – Custirsen Misses First Shot on Goal as PP Subset Fails to Deliver in Phase III AFFINITY, Overall Trial Continues as ITT Population Passes Both Futility & Safety Hurdle. Read more…

OncoGenex Update (9-23-15)

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Sep 232015
 
OncoGenex Update (9-23-15)

BIOINVEST BREAKING NEWS – Special Update – OncoGenex (OGXI) – Rainier Fails To Show A Benefit in Apatorsen in Metastic Pancreatic Cancer; Not Really A Surprise & Many More Shots To Go – Our BUY Thesis Remains Intact – While we do not have exact details, the addition of apatorsen to ABRAXANE and gemcitabine did not demonstrate a survival benefit compared to ABRAXANE and gemcitabine alone.. read more…

Anthera Update (9-14-15)

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Sep 182015
 
Anthera Update (9-14-15)

BIOINVEST BREAKING NEWS – Special Update – Anthera (ANTH) – Ending Japanese Deal Is No Big Deal; All B-Mod/Sollpura Programs/Timelines Unchanged – Reiterate BUY – Despite helping financially when ANTH needed the funds last year, no Wall Street models included a Japanese approval for IgAN. The receipt of a termination notice from its development partner in Japan, Zenyaku, was “at will” and alleged no breach of the License Agreement by Anthera. read more…

The Medicines Company Update (8-30-15)

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Sep 012015
 
The Medicines Company Update (8-30-15)

Special Update – The Medicines Company (MDCO) – ALN-PCS Data Appear To Be Best Case Scenario – The ALN-PCS (PCSK-9 RNAi) data presented today (8/30) at the European Society of Cardiology (ESC, London) – albeit only Phase I results – have met or exceeded consensus expectations on the three main criteria that might lead to a Best-In-Class blockbuster drug for reducing read more…

Novavax Update (8-11-15)

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Aug 112015
 
Novavax Update (8-11-15)

Special Update – NVAX – Positive Phase II RSV Vaccine Data De-Risks The Crown Jewel – Raising Buy Limit and Target Price – In the large Phase II trial, NVAX has delivered excellent RSV F protein vaccine data in the most difficult-to-treat elderly population (>60 years old). The study is the first ever demonstration of efficacy of an active RSV vaccine in humans, read more…

Medicines Company Update (6-23-15)

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Jun 232015
 
Medicines Company Update (6-23-15)

Special Update – The Medicines Company (MDCO) – FDA Approval of Kangreal Continues Impressive 2015 Turnaround; BUY MDCO – In a testament to management’s perseverance as well as restoring their credibility since last year’s CRL, the approval of cangrelor is a remarkable turnaround of a drug that is to be an important near-term component of the MDCO transformation. Kangreal (brand name) is indicated as an adjunctive therapy to percutaneous coronary intervention (PCI) for reducing periprocedural thrombotic events in patients who read more…

Medicines Company Update (4-9-15)

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Apr 092015
 
Medicines Company Update (4-9-15)

Special Update – The Medicines Company (MDCO) – Angiomax Pre-Announcement Now Discounts Patent Loss – The Reincarnation Is Around The Corner. Q1 Angiomax Shortfall Not Entirely Unexpected. In our last Issue, we mentioned that based upon the judge’s comments from the March trial, Hospira is very optimistic that they will win the Angiomax patent lawsuit. read more…