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
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)
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.
A Paradigm Change in Cardiovascular Treatment?
On their recent conference call for The Medicines Company (MDCO), management highlighted the power of Inclisiran’s profile and likelihood of its potential to change the paradigm of ASCVD (atherosclerotic cardiovascular disease) treatment, notes biotech expert John McCamant, editor of The Medical Technology Stock Letter.
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
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
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
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
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)
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
6 Healthcare Favorites Poised for Second-Half Gains
Last January, MoneyShow.com asked the leading newsletter advisors to select their favorite stocks for 2019. Healthcare was a popular sector in that survey, with several big first-half winners. Here’s a check-up on six healthcare favorites poised for the second half gains in 2019.
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)
MTSL Issue 901
MTSL Issue 901 (dated 5/02/19) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #INCY #MDCO #PCRX
MTSL Issue 895
MTSL Issue 895 (dated 1/31/18) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #NVAX #novavax #SGMO #sangamo #MDCO #medicinescompany
MTSL Issue 894
MTSL Issue 894 (dated 1/17/18) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #ESPR #FPRX #INCY #IONS #MDCO #MYOV #NKTR #PCRX #SGMO
MTSL Issue 892
MTSL Issue 892 (dated 12/13/18) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #MDGL #MDCO
MTSL Issue 887
MTSL Issue 887 (dated 10/04/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #MDCO #XON #NKTR
MTSL Issue 886
MTSL Issue 886 (dated 09/20/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #FPRX #MDGL #MDCO
MTSL Issue 883
MTSL Issue 883 (dated 08/02/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #ESPR #INCY #IONS #MDCO #NKTR #PCRX #SGMO #ZIOP
MTSL Issue 881
MTSL Issue 881 (dated 07/05/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #IONS #MDCO #SGMO
MTSL Issue 877
MTSL Issue 877 (dated 05/10/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #CELG #ESPR #FPRX #IONS #MDGL #MDCO #NKTR #PCRX #SGMO
MTSL Issue 876
MTSL Issue 876 (dated 04/26/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #BMRN #IONS #INCY #MDCO #NKTR
MTSL Issue 872
MTSL Issue 872 (dated 03/01/18) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #FPRX #IONS #MDCO #NKTR #NVAX #PCRX #SGMO
MTSL Issue 870
MTSL Issue 870 (dated 02/01/18) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #FPRX #MDGL #MDCO #NKTR
MTSL Issue 869
MTSL Issue 869 (dated 01/18/18) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #ESPR #INCY #MDGL #MDCO #NKTR #PCRX #SGMO #ZIOP
MTSL Issue 866
MTSL Issue 866 (dated 12/07/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #MDGL #MDCO #NVAX
MTSL Issue 864
MTSL Issue 864 (dated 11/09/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ESPR #FPRX #INCY #IONS #MDCO #MYOV #NKTR #PCRX #SGMO #ZIOP
MTSL Issue 863
MTSL Issue 863 (dated 10/26/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #ESPR #INCY #XON #MDGL #MDCO
MTSL Issue 862
MTSL Issue 862 (dated 10/12/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #FPRX #IONS #MDCO #NKTR #SGMO
MTSL Issue 859
MTSL Issue 859 (dated 8/31/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ANTH #BMRN #FPRX #INCY #IONS #DCO NKTR #NVAX SGMO
MTSL Issue 858
MTSL Issue 858 (dated 8/17/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ANTH #BMRN #ESPR #FPRX #INCY #IONS #MDCO #MDGL #NKTR #PCRX #SGMO #XON #ZIOP
MTSL Issue 857
MTSL Issue 857 (dated 7/27/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #ESPR #INCY #IONS #MDCO #NKTR #NVAX #PCRX
MTSL Issue 851
MTSL Issue 851 (dated 5/04/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #BMRN #CELG #ESPR #FPRX #INCY #IONS #MDCO #PCRX #SGMO #ZIOP
The Medicines Company (MDCO) Inclisiran FDA Path Clear After End of Phase II Meeting – Lower Risk, Value Enhanced
BIOINVEST BREAKING NEWS – The Medicines Company (MDCO) – Inclisiran FDA Path Clear After End of Phase II Meeting – Lower Risk, Value Enhanced – The Medicines Company announced that the primary endpoint of the Phase III registrational trial will be LDL-C levels. This is a major positive for MDCO – significantly reduces the risk and increases the value of Inclisiran.
The Medicines Company (MDCO) Fourier Is Actually More Positive For Inclisiran Than Before
BIOINVEST BREAKING NEWS – The Medicines Company (MDCO) – FOURIER IS ACTUALLY MORE POSITIVE FOR INCLISIRAN THAN BEFORE – Being the first to market is sometimes a double edged sword and is certainly the case with the Amgen’s Repatha (and REGN/SNY’s Praluent). We were at the ACC where the FOURIER* data was presented on Friday.
MTSL Issue 848
MTSL Issue 848 (dated 3/16/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ANTH #ESPR #IONS #XON #MDCO #OGXI #PCRX
MTSL Issue 847
MTSL Issue 847 (dated 3/02/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #BMRN #CELG #FPRX #INCY #XON #IONS #MDCO #NKTR #PCRX #SGMO
MTSL Issue 845
MTSL Issue 845 (dated 2/02/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #INCY #XON #MDCO #NVAX #PCRX
The Medicines Company (MDCO) – Amgen’s FOURIER Outcomes Trial Successful
BIOINVEST Update – The Medicines Company (MDCO) – Amgen’s FOURIER Outcomes Trial Successful – After the close, AMGN announced the long-awaited results of the outcomes trial with Repatha – its PCSK9 monoclonal antibody.
MTSL Issue 844
MTSL Issue 844 (dated 1/19/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #BMRN #CELG #INCY #IONS #MDCO #NKTR #PCRX #SGMO #ZIOP
Top Picks 2017: The Medicines Company
The next-generation of cholesterol drugs were approved in 2016; these targeted drugs rapidly reduce LDL cholesterol in a wide variety of patients with cardiovascular disease, notes Jay Silverman, editor of the Medical Technology Stock Letter.
MTSL Issue 843
MTSL Issue 843 (dated 1/5/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ANTH #INCY #IONS #MDCO
MTSL Issue 842
MTSL Issue 842 (dated 12/15/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ANTH #CBMG #INCY #MDCO
MTSL Issue 840
MTSL Issue 840 (dated 11/17/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ANTH #IONS #MDCO #NVAX #ZIOP
MDCO: ORION – Inclisiran Rising In The PCSK9 Sky
The Medicines Company (MDCO) presented the details of the ORION-1 Phase II trial interim results of 501 patients given MDCO-PCSK-9si at a Late-Breaker Session at the AHA. MDCO presented the details of the ORION-1 Phase II trial interim results of 501 patients given MDCO-PCSK-9si at a Late-Breaker Session at the AHA.
Trump Victory Brings V-Shaped Reaction (11-9-16)
The immediate reaction of a widely unexpected Republican sweep was a huge across the board rally in health care stocks. While it is still very early make definitive conclusions, several positive impacts have resulted in a major reversal of sentiment. Today’s impressive rally (NBI +8%) is a likelihood of some combination of the following macro fundamental and technical changes that are expected to occur with a new, right leaning administration.
The Medicines Company (MDCO) Discontinues ‘216 – AHA Meeting Next Week
BIOINVEST Update – The Medicines Company (MDCO) – – Discontinues ‘216 – AHA Meeting Next Week
News – MDCO Stops MDCO-216 After Pilot Trial Unsuccessful – The pilot trial did not show efficacy – there was no positive effect on atherosclerosis. Safety was fine. The data calls into question the viability of APO-A1 Milano as a target and the positive implications of HDL as well.
MTSL Issue 839
MTSL Issue 839 (dated 11/03/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #BMRN #INCY #XON #IONS #MDCO #OGXI #SGMO #ZIOP
MTSL Issue 838
MTSL Issue 838 (dated 10/20/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #MDGL #MDCO
MTSL Issue 837
MTSL Issue 837 (10/06/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #INCY #IONS #MDCO #NKTR #XON
MTSL Issue 836
MTSL Issue 836 (dated 9/22/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #MDCO #NVAX #PCRX
MTSL Issue 835
MTSL Issue 835 (dated 9/8/16) of Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis & updates from these companies: #ANTH #BMRN #XON #MDCO #SGMO
MTSL Issue 833
MTSL Issue 833 (dated 8/11/16) of Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis & updates from these companies: #ACAD #ANTH #BMRN #FPRX #INCY #XON #IONS #MDCO #NKTR #NVAX #PCRX #SGMO #ZIOP
MTSL Issue 832
MTSL Issue 832 (dated 7/28/16) of Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis & updates from these companies: #ALKS #BMRN #INCY #MDCO #SGMO
MTSL Issue 831
MTSL Issue 831 (dated 7/14/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ANTH #IONS #MDCO #ZIOP
MTSL Issue 830
MTSL Issue 830 (dated 6/30/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ANTH #BMRN #FPRX #INCY #IONS #MDCO #ZIOP
MTSL Issue 829
MTSL Issue 829 (dated 6/09/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ALKS #FPRX #INCY #IONS #XON #NVAX #MDCO #SGMO #ZIOP
MTSL Issue 828
MTSL Issue 828 (dated 5/26/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #
MTSL Issue 827
MTSL Issue 827 (dated 5/12/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ANTH #FPRX #INCY #IONS #XON #MDCO #NKTR #NVAX #PCRX #ZIOP
MTSL Issue 825
MTSL Issue 825 (dated 4/14/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #BMRN #IONS #XON #MDCO
MTSL Issue 824
MTSL Issue 824 (dated 3/31/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ALKS #INCY #XON #MDCO
A Brief Look At Shorts
A Brief Look At Shorts (ACAD, ANTH, BMRN, INCY, IONS, MDCO, NVAX, NKTR, PCRX, ZIOP (for subscribers only).
MTSL Issue 821
MTSL Issue 821 (dated 2/18/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies:#INCY #XON #MDCO #NVAX #SGMO #ZIOP
MTSL Issue 820
MTSL Issue 820 (dated 2/4/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ALKS #CBMG #INCY #XON #MDCO #NKTR #NVAX
Top Picks 2016: Pharmaceuticals (1-28-2016)
Jay Silverman, of BioInvest’s Medical Technology Stock Letter, talks with The Money Show about his top pick for 2016-The Medicines Company. #MDCO
MTSL Issue 819
Issue No. 819 (dated 1/21/16) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS #ANTH #FPRX #INCY #MDCO #NKTR #NVAX #OGXI #SGMO #ZIOP
MTSL Biotech Update Call 1-19-16
Conference Call – Audio Playback (for subscribers only) In light of the current market conditions, Jay Silverman and John McCamant, editors of the Medical Technology Stock Letter, held a conference call today with subscribers to discuss the following: Current market environment and outlook for biotech stocks The overall state of the Biotech Industry – Feedback[…]
2015’s Top Performers (12-30-2015)
Jay Silverman, of BioInvest’s Medical Technology Stock Letter, talks with The Money Show about his two biotech stock picks for 2015 that have risen 33% and 41%. #NVAX #MDCO
MTSL Issue 817
Issue No. 817 (dated 12/17/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #ALKS #MDCO #NKTR #NVAX #OGXI #PCRX SGMO #ZIOP
MTSL Issue 816
Issue No. 816 (dated 12/3/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #BMRN #XON #MDCO #NKTR #NVAX #OGXI #SGMO #ZIOP
MTSL Issue 815
Issue No. 815 (dated 11/12/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH, #ACAD, #FPRX, #INCY, #ISIS, #MDCO, #NKTR, #NVAX, #OGXI, #XON
Biotech Bets: A Mispriced Trio (11-9-2015)
Recent volatility has created an environment for biotech stocks in which company fundamentals are mispriced relative to their stock prices, according to John McCamant. Here, the editor of The Medical Technology Stock Letter discusses the current state of the biotech market and highlights a trio of well-positioned stocks currently being undervalued by the market.
MTSL Issue 814
Issue No. 814 (dated 10/29/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS, #CBMG, #IMGN, #MDCO, #NVAX, #OGXI, #PCRX, #SGMO, #XON
MTSL Issue 813
Issue No. 813 (dated 10/15/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS #ANTH #FPRX #INCY #MDCO #NKTR #OGXI
MTSL Issue 812
Issue No. 812 (dated 10/1/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #CBMG #INCY #MDCO #NKTR #NVAX #OGXI #ZIOP
MTSL Issue 811
Issue No. 811 (dated 9/17/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #CBMG #FPRX #INCY #MDCO #NVAX #PCRX #SGMO #ZIOP
Life Sciences Report (9-16-15)
An immunotherapy revolution is rocking biotechnology, and investors are searching for just the right way to play the new trend. Do you go with an unknown company where the upside could be unparalleled? Do you go with an older name that has established partnerships with major pharmas? John McCamant, editor of the Medical Technology Stock Letter, has performed some serious diligence, and tells The Life Sciences Report about a handful of names with a range of market caps and the potential to achieve significant investment upside.
MTSL Issue 810
Issue No. 810 (dated 9/03/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ACAD #ANTH #INCY #OGXI #SGMO #MDCO
The Medicines Company Update (8-30-15)
Special Update – The Medicines Company (MDCO) – ALN-PCS Data Appear To Be Best Case Scenario – The ALN-PCS (PCSK-9 RNAi) data presented today (8/30) at the European Society of Cardiology (ESC, London) – albeit only Phase I results – have met or exceeded consensus expectations on the three main criteria that might lead to a Best-In-Class blockbuster drug for reducing read more…
MTSL Issue 808
Issue No. 808 (dated 8/6/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS #ANTH #BMRN #INCY #ISIS #MDCO #NKTR #NVAX #PCRX #SGMO #ZIOP
MTSL Issue 807
Issue No. 807 (dated 7/23/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #BMRN #ISIS #MDCO #NKTR #NVAX
MoneyShow – Top Picks Mid-Year Winners: Jay Silverman (7-6-15)
In January, MoneyShow asked all of the nation’s leading advisors to select a favorite stock for 2015. In this special series of interviews we are talking with the five advisors who had the top performing stock picks as of mid-year. Here, we talk with Jay Silverman, editor of The Medical Technology Stock Letter, to discuss a top performing biotechnology company.
MTSL Issue 806
Issue No. 806 (dated 7/2/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS, #ANTH, #BMRN, #ISIS, #MDCO
MoneyShow: Biotech Catalysts (6-22-15)
Our guest today is Jay Silverman, a leading biotechnology sector analyst and editor of The Medical Technology Stock Letter. He updates us on the acquisition of one of his long-standing recommendations, the impact of this deal on the biotech space, and a trio of additional ideas for long-term investors to consider.
Medicines Company Update (6-23-15)
Special Update – The Medicines Company (MDCO) – FDA Approval of Kangreal Continues Impressive 2015 Turnaround; BUY MDCO – In a testament to management’s perseverance as well as restoring their credibility since last year’s CRL, the approval of cangrelor is a remarkable turnaround of a drug that is to be an important near-term component of the MDCO transformation. Kangreal (brand name) is indicated as an adjunctive therapy to percutaneous coronary intervention (PCI) for reducing periprocedural thrombotic events in patients who read more…
MTSL Issue 805
Issue No. 805 (dated 6/11/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH, #CBMG, #IMGN, #INCY, #ISIS, #MDCO, #NKTR, #OGXI, #ZIOP
MTSL Issue 803
Issue No. 803 (dated 5/14/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ACAD, #ISIS, #MDCO, #NVAX, #SGMO and #ZIOP
Medicines Company Update (4-9-15)
Special Update – The Medicines Company (MDCO) – Angiomax Pre-Announcement Now Discounts Patent Loss – The Reincarnation Is Around The Corner. Q1 Angiomax Shortfall Not Entirely Unexpected. In our last Issue, we mentioned that based upon the judge’s comments from the March trial, Hospira is very optimistic that they will win the Angiomax patent lawsuit. read more…
MoneyShow: A Trio of Biotech Favorites (4-6-15)
Our guest today is Jay Silverman, a leading biotechnology sector analyst and editor of The Medical Technology Stock Letter. He updates us on the acquisition of one of his long-standing recommendations, the impact of this deal on the biotech space, and a trio of additional ideas for long-term investors to consider.
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 still move higher, they are likely to[…]
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…
MTSL Issue #776 – Bios Go From First To Worst – Have We Reached Bottom?
April 3, 2014 Below is a pdf for MTSL Issue #776 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/04/MTSL-776-April-3-2014.pdf” save=”1″]
The Medicines Company (4-1-14)
The Medicines Company – Judge In Angiomax Patent Dispute Validates MDCO Patents But Declares Hospira Does Not Infringe A judge in the U.S. District Court of Delaware ruled that two MDCO patents in The Medicines Co. vs. Hospira (HSP) case were valid. On the other hand, he also ruled that there was insufficient evidence that[…]
MTSL Issue #774 – The Beat Goes On, But Not Without Skipping A Beat Or Two
March 6, 2014 Below is a pdf for MTSL Issue #774 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/03/MTSL-774-March-6-2014.pdf” save=”1″]
The Medicines Company (2-12-14)
MDCO – The Medicines Company’s Cangrelor Turned Down By FDA Panel – While we are obviously disappointed with today’s vote (7-2 against approval), the FDA briefing documents from Monday morning predicted a negative outcome. Furthermore, the share price, in our view, has already discounted much of this bad news. While cangrelor was an important but[…]
The Medicines Company (2-10-14)
MDCO – FDA Review Mixed – One Reviewer Very Negative On Cangrelor, The Other Recommends Approval – The briefing documents for Wednesday’s advisory committee were made available this morning. Despite the fact that the CHAMPION trial was successful and published in The New England Journal of Medicine with positive editorial comments, one FDA reviewer (Dr.[…]
Moneyshow – Top Pros’ Top Picks (1-6-14)
January 6, 2014 Top Pros’ Top Picks Our top stock selection for 2014 has received three Breakthrough Therapy Designations (BTD) by the FDA, and subsequent approval, in November, for Imbruvica, a very safe pill that has shown unprecedented efficacy to treat mantle cell lymphoma (MCL), suggests John McCamant, editor of The Medical Technology Stock Letter.[…]
The Medicines Company (1-9-14)
The Medicines Company (MDCO) – The transformation that began last year is expected to gain further momentum in 2014. The Company is delivering on its plan to become the leading acute care provider of medicines in the hospital setting – in acute cardiovascular care, surgical and perioperative medicine, and hospital-based infectious disease. At least three[…]
Moneyshow – Top Pros’ Top Picks (1-10-14)
January 10, 2014 Top Pros’ Top Picks Stocks of biotechnology companies that reach major inflection points tend to outperform for several years. And our top speculative idea is a company that made a major leap forward in 2013, suggests Jay Silverman, editor of The Medical Technology Stock Letter. Novavax (NVAX) is executing its clinical plan[…]
WSJ – Why Following the Winners Is for Losers (1-3-14)
January 3, 2014 Why Following the Winners Is for Losers by Mark Hulbert “Past performance is no guarantee of future results.” This phrase, ubiquitous in the small print of financial products, often falls on deaf ears, according to Adam Reed, a finance professor at the University of North Carolina at Chapel Hill. “Investors have a[…]