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…

Ziopharm Update (4-2-15)

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Apr 052015
 
Ziopharm Update (4-2-15)

ZIOP/XON Form Solid Partnerships With Merck KgaA & NCI CAR-T Superstar Rosenberg for Solid Tumors – ZIOP’s partner Intrexon (XON) has delivered two more exciting partnerships that ZIOP receives 50% of all assets and economics. The fact that the deals were both primarily announced by XON has caused a bit of confusion. For example, …

Anthera Update (3-17-15)

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Mar 172015
 
Anthera Update (3-17-15)

      Special Update – Anthera (ANTH) – Raising TARGET PRICE to 25 IgAN Positive Interim Look Is Second Straight For B-Mod Update With Management Confirms Improving Fundamentals Stock Sell Off Unwarranted; $92m. mkt cap & 3 Phase IIIs Raising TARGET PRICE to 25 B-Mod IgAN Passes Futility Check – Anthera delivered another positive interim […]

Pharmacyclics Update (3-5-15)

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Mar 062015
 
Pharmacyclics Update (3-5-15)

Special Update – PCYC – A Final Word – It is with bittersweet sorrow that ABBV stepped in to acquire Pharmacyclics at $261.25 per share or $21 billion in a mix of cash and stock. In our 27 years researching biotech stocks, we have never witnessed the creation of wealth in such a short time with the […]

Pacira Update (3-2-2015)

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Mar 032015
 
Pacira Update (3-2-2015)

Special Update – PCRX – FDA Issues Complete Response Letter (CRL) For Nerve Block Indication – Pacira shares are sharply lower (-14%) after the FDA issued a CRL for their application to expand EXPAREL’s label to include infiltration into nerve blocks. The PDUFA date was March 5, and the Company (and us) expected the label expansion […]

Pharmacyclics Update (2-26-15)

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Feb 262015
 
Pharmacyclics Update (2-26-15)

 Special Update BioInvest News for PCYC  – Buyout Rumor Lifts Cancer Stocks – Bloomberg’s report today that Pharmacyclics is in play with partner JNJ and Novartis leading the potential bidders sent PCYC stock up 16%.  The story almost immediately lifted the stocks of a slew of biotech names that are developing cancer drugs, as traders quickly pounced on […]

Pharmacyclics Update (2-25-15)

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Feb 252015
 
Pharmacyclics Update (2-25-15)

Special Update BioInvest News for PCYC  – Comments On The JNJ/NVS Acquisition Article On Bloomberg – For a long time, our view was that Imbruvica was a blockbuster drug, may be the best selling cancer drug ever, and its future continues to get brighter. With $1 billion in U.S. sales alone predicted for its second year on […]

Feb 102015
 
Anthera Update (2-10-15)

ANTH – B-Mod Passes Futility Analysis, Signaling A Signal – REITERATE BUY – Anthera announced a successful interim look of the CHABLIS-SC1 Phase 3 trial of blisibimod in patients with Systemic Lupus Erythematosus (SLE) and that the study should continue to completion as planned. An independent statistician conducted the interim futility analysis for the CHABLIS-SC1 […]

Pharmacyclics Update (1-13-15)

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Jan 292015
 
Pharmacyclics Update (1-13-15)

Special Update – PCYC – Imbruvica’s Flies To Blockbuster Status; Solid Tumor/I-O Potential Even Larger – Raising TARGET PRICE – At the JPM presentation, PCYC surprised everyone with guidance for Imbruvica sales. The Company, one of the most conservative with regards to public forecasts, had not previously provided any number with regards to Imbruvica sales. Moreover, […]

‘Access to Management’ Conference Call with Novavax (12-19-14)

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Dec 232014
 
'Access to Management' Conference Call with Novavax (12-19-14)

(for subscribers only) Listen to the ‘Access to Management’ Conference Call we had with the Novavax Management Team on Friday, December 19, 2014 where we discussed what’s in the Novavax pipeline, offered a brief R&D Summary and had a Q&A session with subscribers.        

Isis Update (12-9-2014)

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Dec 092014
 
Isis Update (12-9-2014)

Special ASH Update for ISIS ISIS Factor XI Data Published in NEJM, 2nd Time in One Week:  Isis has been an unexpected star at ASH as they have released the final Phase II data for ISIS-FXI at ASH and were also published in the New England Medical Journal.  The data showed a significant reduction (seven-fold […]

Pharmacyclics Update (9-10-14)

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Sep 102014
 
Pharmacyclics Update (9-10-14)

Special Update – PCYC Scores VA Contract, PCYC Shares Still Undervalued – In breaking news, PCYC has been awarded a large Veterans Affairs (VA) contract for Imbruvica.   Details – VA – A Large Buying Group: The following information was posted today (dated September 4, 2014)   Solicitation Number: VA797P14R0033 Contract Award Date: September 4, […]

Pharmacyclics Update (7-23-14)

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Jul 232014
 
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 (10-27-14)

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Jun 052014
 
Novavax Update (10-27-14)

BioInvest News for NVAX – Novavax Enters Ebola Vaccine Race with a Bang – After remaining mum during the recent Ebola hype-fest, NVAX waited until they had truly legitimate news to report.  This weekend, the company released positive preclinical Ebola vaccine data in guinea pigs at the 8th Vaccine and ISV Conference in Philadelphia (10/26). […]

Pharmacyclics Update (5-23-14)

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May 232014
 
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 […]