INCY & ISIS – THE NEXT PHASE

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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 […]

2013 MTSL Portfolio Review – We’re #1!

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Jan 102014
 
2013 MTSL Portfolio Review – We’re #1!

2013 MTSL Portfolio Review – We’re #1! According to the Hulbert Financial Digest (HFD), the Trader’s Portfolio of the Medical Technology Stock Letter was the #1 performing Portfolio of 2013 – with a return of 215%. This was out of more than 500 portfolios tracked by Hulbert. The Model Portfolio posted a solid 103% gain. […]

INCY’s IDO and A Visit to Novavax

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Dec 072013
 
INCY's IDO and A Visit to Novavax

INCY’s IDO and A Visit to Novavax INCY’s IDO & Cancer Immunotherapy – Treating cancer with immunotherapy has become one of the major “Hot New Classes” over the last year as the science, compounds and subsequent studies have demonstrated the ability to significantly extend the lives of cancer patients. Immunotherapy for cancer has historically been […]

WHAT BIOINVEST CAN DO FOR YOU

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Nov 202013
 
WHAT BIOINVEST CAN DO FOR YOU

WHAT BIOINVEST CAN DO FOR YOU The new and improved web portal for the award-winning Medical Technology Stock Letter.  This website gives subscribers to the Medical Technology Stock Letter timely information and analysis so you can make savvy and well-informed investment decisions about the biotechnology industry and the companies we follow. Educate BioInvest focuses on […]

ORAL ARGUMENTS

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Oct 032013
 
ORAL ARGUMENTS

ORAL ARGUMENTS January 4, 2013 Historically, classic biotech companies developed monoclonal antibodies and proteins as new therapies for hard-to-treat conditions. There have been multiple examples of blockbuster successes (e.g., EPO, anti-TNF antibodies, HGH, human insulin, etc.) leading the past 30+ years to create the Biotechnology sector. In fact, most major pharmaceutical companies have either acquired […]

THE NEW CLASSES ARE IN SESSION

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Oct 022013
 
THE NEW CLASSES ARE IN SESSION

THE NEW CLASSES ARE IN SESSION February 15, 2013 The pharmaceutical and biotechnology industries have gone through periods of blockbuster drug classes, which has often resulted in one or more leading drugs catapulting the respective company’s growth rates and, in many cases, market capital, to the very top of the industry. Examples include statins (e.g., […]

HIT ‘EM WHERE THEY AIN’T

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Oct 012013
 
HIT 'EM WHERE THEY AIN'T

Hit ‘Em Where They Ain’t At the MTSL, we use BUY LIMITS that suggest discipline with our recommendations of not just what stock to buy, but at what price (i.e., at or below our BUY LIMIT).  In 2013, we have raised BUY LIMITS for ALKS, BMRN, CELG and PCYC based upon significant improvements in specific […]

INCY KNOWS JAKS

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Oct 012013
 
INCY KNOWS JAKS

INCY KNOWS JAKS October 5, 2013 INCY – KNOWS JAKS– RAISING BUY LIMIT & TARGET – INCB039110 Shows Promise with Proof-of-Concept Data in Both Psoriasis & RA, MF Next Up at ASH – The American College of Rheumatology (ACR) abstracts have been released and provided us with the first glimpse at the potential efficacy for […]

The Music Never Stops

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Sep 062013
 
The Music Never Stops

THE MUSIC NEVER STOPS We have compiled a reasonably comprehensive table summarizing, in detail, the key clinical and regulatory events of the entire MTSL Portfolio for the remainder of 2013.  As noted above, multiple company events are approaching – several of which are important value drivers and, as such, MTSL continues to keep subscribers abreast […]

MDCO – To Bleed Or Not To Bleed, They Answer The Question

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Aug 232013
 
MDCO - To Bleed Or Not To Bleed, They Answer The Question

The Medicines Company (MDCO – $30.92) – To Bleed Or Not Bleed, They Answer The Question New Recommendation – MDCO – The Medicines Company (MDCO) is a new recommendation at MTSL with a BUY UNDER 35 with TARGET PRICE of 50.  Focused on acute care medicine in the hospital setting, MDCO markets three proprietary drugs, has […]

A Brief Look At Shorts

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Aug 102013
 
A Brief Look At Shorts

August 10, 2013 A Brief Look At Shorts Short Interest Analysis of the MTSL With the vast majority of public companies still in the development stage and therefore rely on a single lead compound for success or failure, short selling is common in biotech stocks.  Short selling is the selling of a security that the […]

Novavax vs. Medicago

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Jul 262013
 
Novavax vs. Medicago

Novavax vs. Medicago NVAX – Further Dive On Medicago Acquisition Emphasizes How Undervalued Novavax Is – REITERATE BUY On July 12, Medicago (MDG) announced intentions to be acquired by Japan’s Mitsubishi Tanabe Pharmaceuticals (MTP), valuing the company at $376 million (including the assumption of $32 million of net debt).  Comparing this price with the Novavax […]

DRINK THE NEKTAR

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Jul 132013
 
DRINK THE NEKTAR

DRINK THE NEKTAR NEKTAR NKTR – H2 Filled With Events Across Deep Pipeline, Focus ‘181 Data And Then Some – Nektar is expected to deliver progress in the second half of 2013 in various proprietary and partnered programs, highlighting the depth and breadth of its platform technologies.  In Q3, partner AstraZeneca is expected to file […]

H2 OUTLOOK CNDO, OGXI, SGMO

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Jun 222013
 
H2 OUTLOOK CNDO, OGXI, SGMO

H2 OUTLOOK CNDO, OGXI, SGMO: MTSL Stock of the Year Recommendation Coronado BioSciences has pulled back from an intraday high of $12.70 (on 4/23) to $7.55. The stock is still up 67% YTD, however the pullback from the high is no doubt a meaningful one…

Dune – Handicapping The Worm

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Jun 202013
 
Dune – Handicapping The Worm

DUNE – HANDICAPPING THE WORMSIGN CNDO – The Best and Worst Case Scenarios of TRUST I, Possible Stock Outcomes and Protection Strategies – Top-line results from the TRUST I clinical trial of Coronado’s TSO in patients with Crohn’s disease (CD) will be released in the fourth quarter.  Based upon the timing of the completion of […]