MDCO – ORION – Inclisiran Rising In The PCSK9 Sky

 Comments Off on MDCO – ORION – Inclisiran Rising In The PCSK9 Sky
Nov 182016
 
MDCO – ORION – Inclisiran Rising In The PCSK9 Sky

The Medicines Company (MDCO) presented the details of the ORION-1 Phase II trial interim results of 501 patients given MDCO-PCSK-9si at a Late-Breaker Session at the AHA.

A Brief Look At Shorts

 Comments Off on A Brief Look At Shorts
Mar 182016
 
A Brief Look At Shorts

A Brief Look At Shorts (ACAD, ANTH, BMRN, INCY, IONS, MDCO, NVAX, NKTR, PCRX, ZIOP (for subscribers only).

ANTHERA – TASTING CHABLIS – A Well-Designed Trial To Increase The Likelihood of Success

 Comments Off on ANTHERA – TASTING CHABLIS – A Well-Designed Trial To Increase The Likelihood of Success
Apr 202015
 
ANTHERA – TASTING CHABLIS – A Well-Designed Trial To Increase The Likelihood of Success

After the successful completion of two interim looks at the Phase III trials for blisibimod, we spoke with Anthera Chief Medical Officer Colin Hislop M.D. to further delve into the CHABLIS study design. After performing further due diligence, we remain confident in b-mod’s clinical potential and believe that the odds of success are much greater than they were in PEARL.

New Recommendation – CBMG

 Comments Off on New Recommendation – CBMG
Mar 102015
 
New Recommendation - CBMG

The origin of the kite in China is a classic example of China’s historic leadership in developing new technology. In the History of Flight pavilion at the National Aeronautics and Space Museum in Washington D.C. hangs a plaque on which is inscribed the following homage to the humble Chinese kite: “The earliest aircraft made by man were the kites and missiles of ancient China.” We expect CBMG’s stock to…(read more)

SENTIMENT – A CORE MTSL INVESTMENT METHODOLOGY

 Comments Off on SENTIMENT – A CORE MTSL INVESTMENT METHODOLOGY
Feb 262015
 
SENTIMENT - A CORE MTSL INVESTMENT METHODOLOGY

Sentiment – A Core MTSL Investment Methodology February 19, 2015 The most recent reading of the CNN/Money Fear and Greed Indicator has entered the “Extreme Greed” range. While very short-term in nature, it represents the level of expectations investors have in stocks and today that level is quite high. It all suggests that while stocks may […]

The Comparables

 Comments Off on The Comparables
Jan 122015
 
The Comparables

The Comparables    January 8, 2015 The Comparables– During the past year or so, biotech experienced an unprecedented number of companies going public. Over that period, we have added two such names to our portfolio – PCRX (2012) and FPRX (2014). A handful of these stocks have achieved remarkable valuations in a very short time […]

Biotech Fund Managers – What The Pros Do Every Year

 Comments Off on Biotech Fund Managers – What The Pros Do Every Year
Aug 222014
 
Biotech Fund Managers - What The Pros Do Every Year

Biotech Fund Managers – What The Pros Do Every Year  August 21, 2014   The Medical Technology Stock Letter (“MTSL”) prides itself on identifying exciting small companies that will become leaders in their respective fields over time. We emphasize “over time” because that is the nature of drug development and compounded returns of successful biotech […]

A BRIEF IMMUNE-ONCOLOGY UPDATE

 Comments Off on A BRIEF IMMUNE-ONCOLOGY UPDATE
Jun 202014
 
A BRIEF IMMUNE-ONCOLOGY UPDATE

A BRIEF IMMUNE-ONCOLOGY UPDATE June 12, 2014 ASCO 2014 – Immune Oncology Rises to the Top – As many expected, immune oncology (I-O) was all the rage at the recently concluded American Society of Clinical Oncology (ASCO) meeting.  While it is widely acknowledged that before ASCO, Bristol was the leader in the space followed by […]

NOT YOUR FATHER’S PLATFORMS

 Comments Off on NOT YOUR FATHER’S PLATFORMS
May 172014
 
NOT YOUR FATHER’S PLATFORMS

NOT YOUR FATHER’S PLATFORMS May 15, 2014 MTSL published Issue #753 “Plentiful Platforms” on April 25, 2012.  Most of our platform recommendations have made significant progress since then, and our subscriber base has grown substantially as well.  Many new customers may not have (understandably) had a chance to read our archives (although they all reside […]

Apr 042014
 
Bios Go From 1st To Worst, Is A Bottom Near?  New Recommendation

Bios Go From 1st To Worst, Is A Bottom Near? New Recommendation NEW RECOMMENDATION – FPRX – 17.88 Five Prime Therapeutics’ (FPRX) Protein Platform Technology Ready For Prime Time – Quoting the famous intro from ESPN legend Chris Berman, “Its Prime Time for Five Prime!”  Five Prime is a classic early-stage platform company with, in […]

PCYC – Introducing The Autoimmune Program, The Next Chapter

 Comments Off on PCYC – Introducing The Autoimmune Program, The Next Chapter
Feb 202014
 
PCYC – Introducing The Autoimmune Program, The Next Chapter

PCYC – Introducing The Autoimmune Program, The Next Chapter February 20, 2013 PCYC – Understanding The New CLL Label & Introducing The Autoimmune Program – Raising BUY LIMIT and TARGET PRICE – A deeper dive into the recently-granted CLL label for Imbruvica reveals a much broader indication than the expected relapsed/refractory (R/R CLL) population.  As […]

INCY & ISIS – THE NEXT PHASE

 Comments Off on INCY & ISIS – THE NEXT PHASE
Jan 242014
 
INCY & ISIS - THE NEXT PHASE

INCY & ISIS – THE NEXT PHASE CHASING INCY – INCY Poised to Emerge as Oncology Powerhouse, Raising BUY LIMIT  – The biggest driver of INCY’s value over the last year, and in our view, going forward has been the emergence of their oncology pipeline – driven by impressive data (Jakafi pancreatic) combined with novel […]