MTSL Issue 916

MTSL Issue 916 (dated 12/06/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #MDCO #medicinescompany #MYOV #myovant #SGMO #sangamo #ZIOP #ziopharm

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Medicines Company

The Medicines Company (MDCO) — ORION 9 & 10 Complete The Inclisiran Trifecta

BIOINVEST BREAKING NEWS – The Medicines Company (MDCO) – Efficacy & Safety “At Least As Favorable As ORION-11” – Positive topline results for the ORION-9 Phase 3 clinical study in patients with Heterozygous Familial Hypercholesterolemia (HeFH). ORION-9 met all primary and secondary endpoints, and … more

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Medicines Company

The Medicines Company (MDCO) — Inclisiran Excels As The ORION-11 Phase III Study

The Medicines Company (MDCO) – With efficacy consistent with the Phase I and II studies and a safety profile at least as favorable as in previous trials (e.g., ORION-1 Phase 2 and ORION-3 open-label extension studies), Inclisiran is well on its way to FDA approval and, in our view, blockbuster status… more

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Medicines Company

The Medicines Company (MDCO) — Novartis To Acquire The Medicines Company for $9.7 Billion or $85 Per Share

BIOINVEST BREAKING NEWS – Medicines Company (MDCO) — From the beginning of the ORION clinical trials program in 2016 until the recent successful three Phase III studies, we have been under the belief that Inclisiran would be much bigger than people think. Today’s announcement tells us that Novartis, too, believe as such – as the consensus suggests that Inclisiran will need to generate at least $2.2 billion annually for the deal to be NPV neutral. (…more)

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MTSL Issue 914

MTSL Issue 914 (dated 11/01/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #INCY #incyte #MDGL #madrigal #MDCO #medicinescompany #MYOV #myovant

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MTSL Issue 910

MTSL Issue 910 (dated 9/05/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #MDCO #medicinescompany

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Medicines Company

The Medicines Company (MDCO) — Inclisiran Shines At AHA

BIOINVEST BREAKING NEWS – Medicines Company (MDCO) — The oral presentations of the ORION-9 and -10 studies further confirm the revolutionary compound that is Inclisiran. On top of its durable LDL reductions and impeccable safety, the ease of use and high compliance rate, in our view, suggest blockbuster status is likely. With Phase III program successfully complete, we remain steadfast in expecting a much larger market for Inclisiran than the current stock price is forecasting. Raising BUY and TARGET PRICE.

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MTSL Issue 912

MTSL Issue 912 (dated 10/4/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #FPRX #fiveprime #INCY #incyte #MDCO #medicinescompany #NKTR #nektar #SGMO #sangamo #ZIOP #ziopharm

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Medicines Company

The Medicines Company (MDCO) — Inclisiran Indeed! 

The Medicines Company (MDCO) – Inclisiran Indeed!  Following up on the positive top-line results of the ORION 11 trial (released 8/26), the actual data presented at the ESC Congress 2019 were uniformly favorable for both efficacy and safety. In addition, despite the relatively smaller study and not powered for outcomes (n=1607), there was a strong reduction in Cardio Vascular Outcomes (CVO) in the Inclisiran treated arm versus placebo. (… more)

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Medicines Company

The Medicines Company (MDCO) — ORION-3 3-Year Data Displays Compelling, Persistent LDL Reduction & Pristine Safety

The Medicines Company (MDCO) – MDCO presented interim results from Group 1 of the ORION-3 Phase II study (n=290) at the NLA (Miami) on Saturday. The long-term 3-year data showed that patients given additional inclisiran doses had LDL cholesterol reduced by >50% over time, consistent with the shorter-term ORION-1 results. (…more)

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