ESPR continues to execute at a Big Pharma/Bio level with a small, emerging Company focus. After the successful trial, the Company raised $150 million at $49 per share. Reiterate our BUY under 55 rating with a 70 TARGET PRICE.
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.
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 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 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 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 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 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 […]
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 […]
Graduation Day – the New Tiers: ISIS makes it to 1st Tier, NVAX & SGMO Join Tier 2. SuperBios: Amgen, Biogen, Celgene & Gliead – These four companies (a.k.a. The Four Horsemen) have emerged as the leaders of the biotechnology sector and have become true global players that, due to their size and innovation, can […]
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 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 […]