Pharmacyclics Update (3-5-15)

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Mar 062015
 
Pharmacyclics Update (3-5-15)

Special Update – PCYC – A Final Word – It is with bittersweet sorrow that ABBV stepped in to acquire Pharmacyclics at $261.25 per share or $21 billion in a mix of cash and stock. In our 27 years researching biotech stocks, we have never witnessed the creation of wealth in such a short time with the […]

Pharmacyclics Update (2-26-15)

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Feb 262015
 
Pharmacyclics Update (2-26-15)

 Special Update BioInvest News for PCYC  – Buyout Rumor Lifts Cancer Stocks – Bloomberg’s report today that Pharmacyclics is in play with partner JNJ and Novartis leading the potential bidders sent PCYC stock up 16%.  The story almost immediately lifted the stocks of a slew of biotech names that are developing cancer drugs, as traders quickly pounced on […]

Pharmacyclics Update (2-25-15)

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Feb 252015
 
Pharmacyclics Update (2-25-15)

Special Update BioInvest News for PCYC  – Comments On The JNJ/NVS Acquisition Article On Bloomberg – For a long time, our view was that Imbruvica was a blockbuster drug, may be the best selling cancer drug ever, and its future continues to get brighter. With $1 billion in U.S. sales alone predicted for its second year on […]

Feb 102015
 
Anthera Update (2-10-15)

ANTH – B-Mod Passes Futility Analysis, Signaling A Signal – REITERATE BUY – Anthera announced a successful interim look of the CHABLIS-SC1 Phase 3 trial of blisibimod in patients with Systemic Lupus Erythematosus (SLE) and that the study should continue to completion as planned. An independent statistician conducted the interim futility analysis for the CHABLIS-SC1 […]

Pharmacyclics Update (1-13-15)

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Jan 292015
 
Pharmacyclics Update (1-13-15)

Special Update – PCYC – Imbruvica’s Flies To Blockbuster Status; Solid Tumor/I-O Potential Even Larger – Raising TARGET PRICE – At the JPM presentation, PCYC surprised everyone with guidance for Imbruvica sales. The Company, one of the most conservative with regards to public forecasts, had not previously provided any number with regards to Imbruvica sales. Moreover, […]

Pharmacyclics Update (9-10-14)

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Sep 102014
 
Pharmacyclics Update (9-10-14)

Special Update – PCYC Scores VA Contract, PCYC Shares Still Undervalued – In breaking news, PCYC has been awarded a large Veterans Affairs (VA) contract for Imbruvica.   Details – VA – A Large Buying Group: The following information was posted today (dated September 4, 2014)   Solicitation Number: VA797P14R0033 Contract Award Date: September 4, […]

Pharmacyclics Update (7-23-14)

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Jul 232014
 
Pharmacyclics Update (7-23-14)

SPECIAL UPDATE – PCYC – GILD Severely Restrictive Zydelig Label Underscores Imbruvica’s Superior Profile – Reiterate BUY – Gilead received approval midday for Zydelig (idelalisib) for three blood cancers – refractory CLL, indolent FL and SLL – some what ahead of the August/September PDUFA dates.  While the approvals were widely expected, the strict BLACK BOX […]

Pharmacyclics Update (5-23-14)

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May 232014
 
Pharmacyclics Update (5-23-14)

PCYC – EHA Abstracts & Marketing VP Quits – Can It Get Any Noisier Right Before ASCO? The availability of EHA abstracts and the announcement that Paula Boultbee, a VP of Marketing, has resigned – taken together has led to significant pressure on PCYC stock. After the ASCO abstracts revealed to us that Imbruvica’s competitive […]

Pharmacyclics Update (5-2-14)

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May 022014
 
Pharmacyclics Update (5-2-14)

PCYC – Imbruvica Handily Beats Consensus, Co. Issues Ultra-Conservative Guidance, Autoimmune Underway, ASCO Nearing & An MM Signal Note – The Shorts Last Gasp PCYC shares have come under pressure after posting $56 m. in Imbruvica sales ($52 m. end user sales), well above $41 m. consensus. The company issued initial guidance for the rest […]

[*Breaking News*] Pharmacyclics Update (3-25-13)

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Mar 232014
 
[*Breaking News*] Pharmacyclics Update (3-25-13)

Pharmacyclics (3/25/13) – BEAR RAID GIVES US OPPORTUNITY, PCYC BACK UNDER BUY LIMIT – Last week, Pharmacyclics shares dropped precipitously on the heels of several items – none of which were directly related to ibrutinib’s clinical trials, approval timeline and, hence, commercial potential.  First, both ARIA’s Iclusig and ONXX’ Krypolis – two of the most […]

Pharmacyclics Update (2-12-14)

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Feb 122014
 
Pharmacyclics Update (2-12-14)

PCYC – Imbruvica Approved For CLL, The Big Market – The FDA has approved Imbruvica for the treatment of relapsed/refractory chronic lymphocytic leukemia (R/R CLL). In our view, CLL approval was highly likely to occur before the 2/28 PDUFA date. However, some believed that a) an FDA advisory panel was needed; and/or b) the RESONATE […]

Pharmacyclics Update (1-7-14)

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Jan 072014
 
Pharmacyclics Update (1-7-14)

PCYC – IMBRUVICA RESONATES – Pharmacyclics has stopped the Phase III RESONATE trial early due to positive efficacy. The trial was discontinued early because the primary and key secondary endpoints of progression-free survival (PFS) and overall survival (O/S) were met. As a reminder, RESONATE is a global Phase III trial testing ibrutinib versus ofatumumab in […]

Pharmacyclics Update (12-12-13)

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Dec 122013
 
Pharmacyclics Update (12-12-13)

PCYC – ASH DATA CONTINUES TO DIFFERENTIATE IBRUTINIB DESPITE THE NOISE – REITERATE BUY – Despite the aggressive stock sell-off, data at the ASH conference this past week further cements ibrutinib as the new standard of care in MCL and CLL. While updated data from GILD (idelalisib, Syk inhibitor), Roche (Rituxan, GA-101), AbbVie (ABT-199), INFI […]

Pharmacyclics Update (11-14-13)

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Nov 142013
 
Pharmacyclics Update (11-14-13)

PCYC’s Imbruvica CLL Dose in Label, Approval Likely Sooner Than Later:  The label for Imbruvica also includes the 90 pill per month dosage than will be used to treat CLL, in addition to the 120 pill per month dosage for MCL.  The read through from this is the FDA is acknowledging there will be usage […]

Pharmacyclics Update (11-13-13)

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Nov 132013
 
Pharmacyclics Update (11-13-13)

PCYC – Pharmacyclics’ IMBRUVICA Gains FDA Approval For MCL; CLL Coming Soon – Reiterate BUY LIMIT and  TARGET PRICE – In a watershed moment for oncology and biotech companies – PCYC’s ibrutinib, branded IMBRUVICA, has received FDA approval for patients with mantle cell lymphoma (MCL) who have been previously treated as a monotherapy. The drug […]