BIOINVEST BREAKING NEWS â Special Update â ZIOP â Shows Rather Impressive Preclinical Data at ASGCT, Up Next Human Data at ASCO.
ZIOP was front and center at the 2016 Meeting of the American Society of Gene and Cell Therapy (ASGCT) in Washington D.C. last week. The company presented exciting preclinical data for IL-12 in combo with a PD-1 that showed 100% survival. The non-viral Sleeping Beauty (SB) system was also on display. Read more…
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Anacor (ANAC) Buyout By Pfizer (PFE) (5-16-16)
BIOINVEST BREAKING NEWS â Special Update â ACAD â Nuplazid Receives Positive 12-2 Vote From FDA Advisory Panel â Acadiaâs Nuplazid was favorably reviewed by an FDA advisory panel today. The vote was 12-2 on efficacy, 11-3 on safety, and most importantly, 12-2 on the drugâs overall risk/benefit for Parkinsonâs disease psychosis (PDP). Read more…
Intrexon Update (4-21-16)
BIOINVEST BREAKING NEWS â Special Update â ACAD â Nuplazid Receives Positive 12-2 Vote From FDA Advisory Panel â Acadiaâs Nuplazid was favorably reviewed by an FDA advisory panel today. The vote was 12-2 on efficacy, 11-3 on safety, and most importantly, 12-2 on the drugâs overall risk/benefit for Parkinsonâs disease psychosis (PDP). Read more…
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).
Opinion: Dozens of biotech companies are ‘free’ for investors’ taking (2-16-2016)
Dozens of biotech companies are ‘free’ for investors’ taking
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
Five Prime Update (1-7-16)
Five Prime (FPRX) – Poised For Big Time 2016; Raising Buy & Target – FPRX had a great year in 2015 with the BMS deal being one of the best we have ever seen for a Phase I compound. The company continues to click on all cylinders and in our view, with the strength and depth of that deal, the Company is gaining further momentum. Early 2016 is ripe with three clinical trials releases that should serve as important catalysts to begin the year. Read more…
2015’s Top Performers (1-12-2016)
John McCamant, of BioInvest’s Medical Technology Stock Letter, talks with The Money Show about his biotech stock picks for 2015, one of which (FPRX) that has risen 50%. #FPRX #PCYC
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 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
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 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
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
Novavax Update (8-11-15)
Special Update â NVAX â Positive Phase II RSV Vaccine Data De-Risks The Crown Jewel â Raising Buy Limit and Target Price â In the large Phase II trial, NVAX has delivered excellent RSV F protein vaccine data in the most difficult-to-treat elderly population (>60 years old). The study is the first ever demonstration of efficacy of an active RSV vaccine in humans, read more…
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.
Medicines Company Update (6-23-15)
Special Update â The Medicines Company (MDCO) â FDA Approval of Kangreal Continues Impressive 2015 Turnaround; BUY MDCO â In a testament to managementâs perseverance as well as restoring their credibility since last yearâs 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 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
Life Sciences Report (5-12-15)
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 #800 – MERGER MANIA
April 2 , 2015 Below is a pdf for Issue 800 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/04/MTSL-800-April-2-2015-final.pdf save=”1″]
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.
MTSL Issue #798 – PCYC – Thanks for the Memories! New Recommendation – CBMG
Issue No, 798 of the Medical Technology Stock Letter includes a new recommendation (CBMG / Cellular Biomed) and the portfolio departure of PCYC (Pharmacyclics).
Pharmacyclics Update (3-5-15)
Special Update â PCYC â A Final Word â 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[…]
MarketWatch (2-26-15)
Beware of biotech stocks. I’m not the only one who is skeptical of the latest monster move in biotech. “At current levels, we believe another pullback is due,” biotechnology expert John McCamant wrote in the most recent edition of his Medical Technology Stock Letter.
Pharmacyclics Update (2-25-15)
Special Update BioInvest News for PCYC  â Comments On The JNJ/NVS Acquisition Article On Bloomberg â 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[…]
MTSL Issue #796 – GILD Again and Obama’s Precision Medicine
February 5 , 2015 Below is a pdf for Issue 796 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/02/MTSL-796-Feb-6-2015.pdf save=”1″]
Pharmacyclics Update (1-13-15)
Special Update -Â PCYC â Imbruvicaâs Flies To Blockbuster Status; Solid Tumor/I-O Potential Even Larger â Raising TARGET PRICE â 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,[…]
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 â PCRX (2012) and FPRX (2014). A handful of these stocks have achieved remarkable valuations…
‘Access to Management’ Conference Call with Novavax (12-19-14)
(for subscribers only) Listen to the ‘Access to Management’ Conference Call we had with the Novavax Management Team on Friday, December 19, 2014 where we discussed what’s in the Novavax pipeline, offered a brief R&D Summary and had a Q&A session with subscribers.
MTSL Issue #791 – The Classes of 2013: Where Are They Now?
November 20, 2014 Below is a pdf for Issue 791 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/11/MTSL-791-Nov-20-2014.pdf save=”1″]
MTSL Issue #789 – Despite Extreme Volatility, Staying the Course
October 23, 2014 Below is a pdf for Issue 789 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/10/MTSL-789-October-23-2014.pdf save=”1″]
MTSL Issue #788 – Goodbye September, Hello Fourth Quarter
October 2, 2014 Below is a pdf for Issue 788 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/10/MTSL-788-October-2-2014f.pdf save=”1″]
MTSL Issue #786 – Fall Industry Event Calendar
September 4, 2014 Below is a pdf for Issue 786 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/09/MTSL-786-September-4-2014.pdf save=”1″]
MTSL Issue #785 – Biotech Fund Managers – What The Pros Do Every Year
August 21, 2014 Below is a pdf for Issue 785 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/08/MTSL-785-August-21-2014.pdf save=”1″]
Novavax Q1 Call – Preparing For The Launch Of The RSV Vaccine With Partners In The Wings
BIOINVEST BREAKING NEWS â Special Update â NVAX â Q1 Call â Preparing For The Launch Of The RSV Vaccine With Partners In The Wings; We Are In The Zone Read more…
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
Ionis Update (3-23-16)
IONS Huge Winner as GILD Ruled to Infringe on IONS/Merck HCV Patent âYesterday, a California District Court jury determined GILDâs blockbuster hepatitis C drugs Sovaldi and Harvoni infringe on two Merck/IONS patents. Read more…
MTSL Issue 822
MTSL Issue 822 (dated 3/3/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ALKS #BMRN #XON #IONS #NKTR #NVAX #PCRX #SGMO #XON #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: Anthera (1-15-2016)
Jay Silverman, of BioInvest’s Medical Technology Stock Letter, talks with The Money Show about his top pick for 2016-Anthera Pharmaceuticals. #ANTH
Anthera Update (1-07-16)
Anthera (ANTH) Strengthens Senior Management With President/COO & Chief Technology Officer â Craig Thompson is joining ANTH as President and Chief Operating Officer. He comes with an experienced Big Pharma strategic marketing background (~10 years at Merck, ~8 at Pfizer), and will oversee both of the Companyâs late-stage development programs and commercial preparation efforts. read more…
MTSL Issue 818
Issue No. 818 (dated 1/7/16) 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: #ACAD #ANTH #CBMG #FPRX #XON #PCRX
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
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 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
Anthera Update (9-14-15)
BIOINVEST BREAKING NEWS – Special Update – Anthera (ANTH) – Ending Japanese Deal Is No Big Deal; All B-Mod/Sollpura Programs/Timelines Unchanged – Reiterate BUY – Despite helping financially when ANTH needed the funds last year, no Wall Street models included a Japanese approval for IgAN. The receipt of a termination notice from its development partner in Japan, Zenyaku, was “at will” and alleged no breach of the License Agreement by Anthera. read more…
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 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
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
MarketWatch (5-13-15)
Biotech buyout fever is going to continue. But be careful: You need to pick the right companies and hold them for years. Find out the reasons biotech buyouts will continue and stock picks from biotech analysts including John McCamant of BioInvest.
MTSL Issue #802 – Upgrading INCY & Time To Drink The Nektar
Medical Technology Stock Letter – Issue #802: Upgrading INCY & Time To Drink The Nektar
Wide World of Stocks (4-9-15)
Guest John McCamant, editor of the Medical Technology Stock Letter (MTSL), joins Wide World of Stocks host Damon Roberts to discuss a potential biotech bubble, merger mania, and opportunity with ZIOPHARM (NASDAQ: ZIOP)
MTSL Issue #799 – MARCH MADNESS; GUEST ANALYST RECOMMENDS ACAD
March 19 , 2015 Below is a pdf for Issue 799 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/03/MTSL-799-Mar-19-2015.pdf save=”1″]
Anthera Update (3-17-15)
Anthera Update (3-17-15)
MTSL Issue #797 – Sentiment – A Core MTSL Indicator
February 19 , 2015 Below is a pdf for Issue 797 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/02/MTSL-797-Feb-19-2015.pdf save=”1″]
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[…]
Forbes (2-25-15)
February 25, 2015 Is A Renaissance In Surging Biotechs Underway? By Gene Marciel Not too long ago, investing in biotechnology was perceived as plain gambling. The rewards could be high, to be sure, but so were the risks in playing the arcane biotech stocks. That was because a biotech company’s success depended on the development of[…]
MTSL Issue #795 – New Recommendation – ZIOP: 2nd Generation Race CAR-T
January 22 , 2015 Below is a pdf for Issue 795 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/01/MTSL-795-Jan-22-2015-F.pdf save=”1″]
MoneyShow Five Prime (1-19-15)
January 19, 2015 FIVE PRIME Written By John McCamant Our top speculative idea for 2015 a classic early-stage platform; the company is a leader in the discovery of innovative protein therapeutics, explains John McCamant, editor of The Medical Technology Stock Letter. Five Prime (FPRX) has built an extremely impressive library comprised of more than 5,600[…]
MTSL Issue #793 – Ending the Year on a High Note
December 18, 2014 Below is a pdf for Issue 793 of the Medical Technology Stock Letter. “Ending the Year on a High Note” [gview file=http://www.bioinvest.com/wp-content/uploads/2014/12/MTSL-793-Dec-18-20141.pdf save=”1″]
MTSL Issue #792 – End of Another Year, This One Surprises (Again)
December 4, 2014 Below is a pdf for Issue 792 of the Medical Technology Stock Letter. “End of Another Year, This One Surprises (Again)” [gview file=http://www.bioinvest.com/wp-content/uploads/2014/12/MTSL-792-Dec-4-2014.pdf save=”1″]
MTSL Issue #790 – Entering the Final Months of 2014 Just Fine
November 6, 2014 Below is a pdf for Issue 790 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/11/MTSL-790-Nov-6-2014.pdf save=”1″]
Biotech Watchlist Update (11-6-14)
November 6, 2014 Biotech Watchlist Update: Small-Cap Biotechs Struggle to Rebound, but Investors Remain Enchanted by Big Pharma’s Solid Returns When the biotechnology market hit a speed bump in early 2014, every stock in the sector was jolted. Large-cap biotech and big pharma have largely recovered, but small- and micro-cap companies haven’t yet entirely recouped[…]
MTSL Issue #787 – Trading Range For Now, So Pick Your Spots
September 18, 2014 Below is a pdf for Issue 787 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/09/MTSL-787-September-18-2014.pdf save=”1″]
Pharmacyclics Update (9-10-14)
Special Update – PCYC Scores VA Contract, PCYC Shares Still Undervalued â In breaking news, PCYC has been awarded a large Veterans Affairs (VA) contract for Imbruvica. Details â VA â A Large Buying Group: The following information was posted today (dated September 4, 2014) Solicitation Number: VA797P14R0033 Contract Award Date: September 4,[…]
Anthera Update (5-16-16)
BIOINVEST BREAKING NEWS – Special Update – ANTH — As IgAN Data Nears, The Case For A Reduction In Proteinuria. With Anthera shortly delivering its first new clinical trial results in a long time, the implications of the IgAN data, in our opinion the implications of the IgAN data, while not yet valued by investors, are many. Read more…
MTSL Issue 826
MTSL Issue 826 (dated 4/28/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ALKS #BMRN #FPRX #INCY #IONS #NKTR #XON #ZIOP
Acadia Update (3-29-16)
BIOINVEST BREAKING NEWS – Special Update – ACAD – Nuplazid Receives Positive 12-2 Vote From FDA Advisory Panel – Acadia’s Nuplazid was favorably reviewed by an FDA advisory panel today. The vote was 12-2 on efficacy, 11-3 on safety, and most importantly, 12-2 on the drug’s overall risk/benefit for Parkinson’s disease psychosis (PDP). Read more…
MTSL Issue 823
MTSL Issue 823 (dated 3/17/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ANTH #FPRX #INCY #XON #OGXI #ZIOP
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
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
Intrexon Update (1-7-16)
Intrexon (XON) – Two Health Care Deals Signed For Metabolic Diseases and RA â The first deal is with Janssen Pharmaceutica NV (JNJâs Euro Division) is to discover and develop ActoBiotics therapies directed against selected targets to treat Type 2 diabetes (T2D), obesity and/or metabolic disorders related to energy dysregulation. XONâs ActoBiotics platform represents an innovative oral delivery system for biological effectors ideally suited to tackle multiple aspects of T2D with the potential to improve efficacy in maintaining glycemic control in the long term. Read more…
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
OncoGenex Update (12-01-15)
BIOINVEST BREAKING NEWS – Special Update – OncoGenex (OGXI) – Custirsen Misses First Shot on Goal as PP Subset Fails to Deliver in Phase III AFFINITY, Overall Trial Continues as ITT Population Passes Both Futility & Safety Hurdle. Read more…
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
OncoGenex Update (9-23-15)
BIOINVEST BREAKING NEWS â Special Update – OncoGenex (OGXI) â Rainier Fails To Show A Benefit in Apatorsen in Metastic Pancreatic Cancer; Not Really A Surprise & Many More Shots To Go â Our BUY Thesis Remains Intact â While we do not have exact details, the addition of apatorsen to ABRAXANE and gemcitabine did not demonstrate a survival benefit compared to ABRAXANE and gemcitabine alone.. read more…
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 809
Issue No. 809 (dated 8/20/15) 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 #NVAX #OGXI #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: 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.
MTSL Issue 804
Issue No. 804 (dated 5/29/15) 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: #FPRX, #CBMG, #INCY and #OGXI
Forbes (5-13-15)
Gene Marcial of Forbes interviews John McCamant of the Medical Technology Stock Letter to discuss an attractive M&A play in the Biotech Space.
MTSL Issue #801 – Anthera Getting Clearer Tasting CHABLIS
Medical Technology Stock Letter – Issue #801: Anthera Getting Clearer Tasting CHABLIS $ANTH
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…
Ziopharm Update (4-2-15)
ZIOP/XON Form Solid Partnerships With Merck KgaA & NCI CAR-T Superstar Rosenberg for Solid Tumors â ZIOPâs partner Intrexon (XON) has delivered two more exciting partnerships that ZIOP receives 50% of all assets and economics. The fact that the deals were both primarily announced by XON has caused a bit of confusion. For example, …
Wide World of Stocks (3-16-15)
John McCamant speaks with Damon Roberts, host of Wide World of Stocks “Sector Spotlight” about hot stock picks in the biotech sector. Wide World of Stocks (3-16-15)
Pacira Update (3-2-2015)
Pacira Update (3-2-2015)
Pharmacyclics Update (2-26-15)
 Special Update BioInvest News for PCYC  â Buyout Rumor Lifts Cancer Stocks â Bloombergâs 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[…]
The Money Show (2-25-15)
February 25, 2015 Precision Medicine Boost Cancer Research By John McCamant John McCamant: Â Sangamo (SGMO) is clearly a second generation gene therapy technology. Â They can do a couple of different things than the first generation, but their technology is specifically itâs a rifled approach. They can get right into the specific point within the genome[…]
Anthera Update (2-10-15)
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.
MTSL Issue #794 – The Comparables
January 8 , 2015 Below is a pdf for Issue 794 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/01/MTSL-794-Jan-8-2015-Final.pdf save=”1″]
Life Sciences Report (12-30-14)
December 30, 2014 Will Biotech Fire on All Cylinders in 2015? Making predictions for the New Year may feel as productive as peering into a crystal ball. But in the life sciences, hard science and long experience back prognostication. The biotech market enjoyed a stellar 2013 and withstood a solid check in early 2014 before[…]
Isis Update (12-9-2014)
Special ASH Update for ISIS ISIS Factor XI Data Published in NEJM, 2nd Time in One Week: Isis has been an unexpected star at ASH as they have released the final Phase II data for ISIS-FXI at ASH and were also published in the New England Medical Journal. The data showed a significant reduction (seven-fold[…]
Dash of Insight (11-16-14)
November 16, 2014 Weighing the Week Ahead: Time to Buy Commodities? …..Other Advice Here is our collection of great investor advice for this week: Stock ideas! The very hot biotech sector has pulled back a bit. (For traders, Felix actually has it as one of the few sectors that is not worth a âfresh moneyâ buy[…]
MoneyShow Biotech Bets (11-3-14)
November 3, 2014 Biotech Bets: Cardio, Cancer, Vaccines, and Ebola Jay Silverman is a biotechnology stock analyst and an editor at the industry leading biotech newsletter, The Medical Technology Stock Letter. Here, he offers an in-depth look at three of his favorite biotech stocks. Steven Halpern: Our guest today is Jay Silverman, a biotech stock analyst with[…]
Five Prime: A Prime Play on Proteins (9-22-14)
September 22, 2014 Five Prime: A Prime Play on Proteins By: John McCamant Following a recent meeting with top management at this firm, John McCamant—editor of The Medical Technology Stock Letter—has issued a buy recommendation for the early-stage biotech, noting that it could become a leader in immuno-oncology. Steven Halpern: Our guest today is John McCamant, the[…]
U~T San Diego Isis Pharmaceuticals (9-3-14)
September 3, 2014 ISIS Heart Drugs Get Good News Drugmaker’s News Encouraging Written By Bradley J. Fikes Strengthening the outlook for its drug development pipeline, Isis Pharmaceuticals has announced progress with two of its flagship cardiovascular drugs. On Tuesday, the Carlsbad biotech presented evidence that an already-approved drug, Kynamro, dramatically reduces risk of heart attacks.[…]