ISIS & ASCO

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May 232013
 
ISIS & ASCO

ISIS & ASCO APO & CRP:  Blockbuster Alphabet Soup for ISIS? Among its broad and deep R&D pipeline, ISIS has two potential home run compounds with important Phase II clinical data due by mid-year – each addressing multiple blockbuster drug markets.  In our view, a  successful result from either candidate is likely to establish ISIS’ […]

INCY Knows JAK

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May 122013
 
INCY Knows JAK

INCY Knows JAK Incyte Pharmaceuticals (INCY) is an MTSL recommendation and one of the few stocks that trades below its BUY LIMIT. In our February 15 update (Issue #748), we suggested that the Q4:12 quarterly report was a pivotal turning point for the company; and the stock subsequently had begun to make its move and […]

PLENTIFUL PLATFORMS

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Apr 262013
 
PLENTIFUL PLATFORMS

PLENTIFUL PLATFORMS Several of the MTSL Portfolio Companies have business models based on proprietary platform technologies. Platform technologies are attractive for several reasons. Among the favorable investment characteristics, platforms provide the following: •Cutting edge technology •Multiple compounds, partners, therapeutic classes •Significant diversification/relatively lower risk •Initial drug candidates may be partnered earlier in development •Begins to […]

ORPHANS FIND A HOME

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Apr 142013
 
ORPHANS FIND A HOME

ORPHANS FIND A HOME Orphan drugs (OD) have been a part of the biotech industry almost from its inception. The pioneer in Orphan Drug development is Genzyme, which was acquired by Sanofi last year to take advantage of the OD business model.  Orphan Drugs resulted from the Orphan Drug Act (ODA) of 1983.  (Think of […]

BIOTECH RISK MANAGEMENT – AN OXYMORON?

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Mar 292013
 
BIOTECH RISK MANAGEMENT – AN OXYMORON?

Biotech Risk Management – An Oxymoron? With the vast majority of companies in the development stage and/or whose success is dependent on one key drug, biotechnology stocks are inherently quite volatile. Although the sector’s sizable rewards have been well documented of late, the outsized risks frankly never disappear. With many stocks trading at 52-week and/or […]

BEST IN CLASS OR BUY THE CLASS

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Mar 012013
 
BEST IN CLASS OR BUY THE CLASS

March 1, 2013 BEST IN CLASS OR BUY THE CLASS II After the last MTSL Issue (#748) titled “The New Hot Classes” – “super pills” for hepatitis C, and small molecule inhibitors of the novel targets BTK, Pi3K, JAK and PCSK9 – the ideal sequel to that subject is “Best In Class or Buy The […]

GLORY DAYS

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Feb 012013
 
GLORY DAYS

February 1, 2013 GLORY DAYS The performance of biotechnology stocks since the start of 2013 has been no less than stellar.  The BTK and NBI are up 9% and 8% respectively, and the MTSL Model (+21%) and Trader’s Portfolios (+37%) are up sharply as well (see below).  Two of BioInvest’s recommended stocks – CNDO (+63%) […]