August 7, 2014 Below is a pdf for MTSL Issue #784 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/08/MTSL-784-August-7-2014.pdf save=”1″]
July 23, 2014 Mid-Year Top Picks for 2014 Written By Nancy Zambell Welcome to the Investment Digest Mid-Year Top Picks for 2014! This issue is our Mid-Year Top Picks Update. Many of our contributors’ recommendations returned double-digit gains so far this year. We’ve included sell recommendations on a few picks and six new Top Picks[…]
June 19, 2014 Fire Up the Immuno-Oncology Powerhouses: by : Editors, The Life Sciences Report Forecasting when we’ll have a cure for cancer remains beyond the predictive powers of researchers and investors. But forecasting the focus of the latest American Society of Clinical Oncology meeting was in the cards: Immuno-oncology took center stage. In this[…]
BioInvest News for NVAX – Novavax Enters Ebola Vaccine Race with a Bang – After remaining mum during the recent Ebola hype-fest, NVAX waited until they had truly legitimate news to report. This weekend, the company released positive preclinical Ebola vaccine data in guinea pigs at the 8th Vaccine and ISV Conference in Philadelphia (10/26).[…]
MTSL published Issue #753 “Plentiful Platforms†on April 25, 2012. Most of our platform recommendations have made significant progress since then, and our subscriber base has grown substantially as well.
PCYC â Imbruvica Handily Beats Consensus, Co. Issues Ultra-Conservative Guidance, Autoimmune Underway, ASCO Nearing & An MM Signal Note â 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[…]
OncoGenex Update (4-28-14) OGXI – OncoGenex’ Custirsen SYNERGY Trial Falls Short – In a major disappointment, OGXI and their partner TEVA announced top-line SYNERGY results that fell short.
Five Prime Therapeutics’ (FPRX) Protein Platform Technology Ready For Prime Time – Five Prime is a classic early-stage platform company with, in our view, a proprietary and powerful technology based on management’s broad experience and unique understanding of proteins.
Biotech Stocks – Major Sentiment Shift Driven By Congressional Letter To GILD Over Sovaldi Pricing Leads To Widespread Heavy Selling In our most recent Issue (3/20), we mentioned that biotech stocks have finally succumbed to a selloff that’s been long overdue. Today’s action continues that downslide with the feeling of a true capitulation – volume[…]
SuperBios: Amgen, Biogen, Celgene & Gliead – These four companies (a.k.a. The Four Horsemen) have emerged as the leaders of the biotechnology sector and have become true global players that, due to their size and innovation, can compete evenly with the Big Phama companies on the traditional pharmaceutical fronts.
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″]
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[…]
February 6, 2014 Below is a pdf for MTSL Issue #772 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/02/MTSL-772-February-6-2014.pdf” save=”1″]
CHASING INCY – INCY Poised to Emerge as Oncology Powerhouse, Raising BUY LIMIT – The biggest driver of INCY’s value over the last year, and in our view, going forward has been the emergence of their oncology pipeline.
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[…]
MTSL Issue #770 – We’re #1! 2013 MTSL Portfolio Review. Subscribe to the Medical Technology Stock Letter from BioInvest today!
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[…]
PCYC â ASH DATA CONTINUES TO DIFFERENTIATE IBRUTINIB DESPITE THE NOISE â REITERATE BUY â 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[…]
November 19, 2013 Novavax: Progress Against the Flu One of our core biotech holdings surprised us by publishing positive results in the most recent online edition of The New England Journal of Medicine (NEJM), notes John McCamant, editor of The Medical Technology Stock Letter. Novavax (NVAX) released its Phase I trial of 284 subjects injected[…]
Special Update – NVAX – Novavax H7N9 Published In The NEJM – First Industry Vaccine For H7N9 Elicits Major Protective Immune Response In Blinding Speed – In a prestigious surprise, Novavax released its Phase I trial of 284 subjects injected with the H7N9 flu virus vaccine – published in the most recent online edition of[…]
November 7, 2013 Below is a pdf for MTSL Issue #767 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/11/MTSL-767-November-14-20131.pdf” save=”1″]
October 31, 2013 Below is a pdf for MTSL Issue #766 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/11/MTSL-766-October-31-20131.pdf” save=”1″]
There is no excerpt because this is a protected post.
Historically, classic biotech companies developed monoclonal antibodies and proteins as new therapies for hard-to-treat conditions. There have been multiple examples of blockbuster successes (e.g., EPO, anti-TNF antibodies, HGH, human insulin, etc.) leading the past 30+ years to create the Biotechnology sector.
INCY – KNOWS JAKS– RAISING BUY LIMIT & TARGET – INCB039110 Shows Promise with Proof-of-Concept Data in Both Psoriasis & RA, MF Next Up at ASH
September 5, 2013 Below is a pdf for MTSL Issue #762 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/09/MTSL-762-September-5-2013.pdf” save=”1″]
September 26, 2013 The Life Sciences Report: John McCamant Scans Under the Radar for Promising Biotechs by : Peter Byrne The Life Sciences Report: The medical biotech sector has generally been going great guns in 2013. Is there a seasonal aspect to the overall performance of biotech stocks? Are some seasons preferable to other seasons[…]
September 23, 2013 Isis rises again on drug data by Bradley J. Fikes for The Union Tribune San Diego CARLSBAD — Shares of Isis Pharmaceuticals jumped up to 10 percent Monday after it reported more good clinical trial data for . Isis reached an intraday high of $39.83 before closing Monday at $38.48, up 6.7 percent[…]
ISIS – Sustainable Responses Reported in Updated Phase I Data for SMN-Rx in Children with SMA: Isis announced this morning follow-up preliminary data from a single dose, open-label Phase I study of SMN-Rx in children with spinal muscular atrophy (SMA), show that most SMA children receiving the two highest doses of the drug (6 mg[…]
THE MUSIC NEVER STOPS We have compiled a reasonably comprehensive table summarizing, in detail, the key clinical and regulatory events of the entire MTSL Portfolio for the remainder of 2013. As noted above, multiple company events are approaching – several of which are important value drivers and, as such, MTSL continues to keep subscribers abreast[…]
The Medicines Company (MDCO â $30.92) â To Bleed Or Not Bleed, They Answer The Question New Recommendation â MDCO â The Medicines Company (MDCO) is a new recommendation at MTSL with a BUY UNDER 35 with TARGET PRICE of 50. Focused on acute care medicine in the hospital setting, MDCO markets three proprietary drugs, has[…]
August 10, 2013 A Brief Look At Shorts Short Interest Analysis of the MTSL With the vast majority of public companies still in the development stage and therefore rely on a single lead compound for success or failure, short selling is common in biotech stocks. Short selling is the selling of a security that the[…]
July 25, 2013 Below is a pdf for MTSL Issue #759 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/07/MTSL-759-July-25-2013.pdf” save=”1″]
July 11, 2013 Best Bets in Biotech Written By Steven Halpern for The Daily Guru The Daily Guru Best Bets in Biotech. With the US facing an ageing population and Obamacare going online next year, biotech is about to enter its golden age, says John McCamant of Medical Technology Stock Letter. Steven Halpern: We’re here[…]
August 21, 2014 The Medical Technology Stock Letter (“MTSLâ€) prides itself on identifying exciting small companies that will become leaders in their respective fields over time. We emphasize “over time†because that is the nature of drug development and compounded returns of successful biotech stocks over the years vastly exceed that of the overall market. […]
July 3, 2014 Below is a pdf for MTSL Issue #782 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/07/MTSL-_782-July-3-2014.pdf save=”1″]
June 12, 2014 ASCO 2014 – Immune Oncology Rises to the Top – As many expected, immune oncology (I-O) was all the rage at the recently concluded American Society of Clinical Oncology (ASCO) meeting. While it is widely acknowledged that before ASCO, Bristol was the leader in the space followed by Merck, and Roche. At[…]
May 29, 2014 Below is a pdf for Issue 780 of the Medical Technology Stock Letter. [gview file=” Click to access MTSL-780-May-29-2014-.pdf ” save=”1″]
May 15, 2014 Below is a pdf for Issue 779 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/05/MTSL-779-May-15-2014.pdf” save=”1″]
ISIS Delivers Mixed SMN Data and Phase III Program Details at AAN: ISISâ stock has sold off due to mixed data for SMN-Rx in infants and children. There is not a lot of new data and most of it shows a benefit. However, the negative focus has been on patient deaths that were not drug[…]
April 17, 2014 Below is a pdf for MTSL Issue #777 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/04/MTSL-777-April-17-2014.pdf” save=”1″]
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″]
Pharmacyclics (3/25/13) â BEAR RAID GIVES US OPPORTUNITY, PCYC BACK UNDER BUY LIMIT â Last week, Pharmacyclics shares dropped precipitously on the heels of several items â none of which were directly related to ibrutinibâs clinical trials, approval timeline and, hence, commercial potential. First, both ARIAâs Iclusig and ONXXâ Krypolis â two of the most[…]
March 12, 2014 Three Favorites from a Biotech Expert Biotechnology analyst Jay Silverman shares his outlook for the sector and the growing trend for large drug firms to acquire successful biotech firms. The editor of The Medical Technology Stock Letter also highlights a trio of current favorites in the sector., editor of . Steve Halpern:[…]
February 20, 2014 Below is a pdf for MTSL Issue #773 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/02/MTSL-773-February-20-2014.pdf” save=”1″]
PCYC â Imbruvica Approved For CLL, The Big Market â 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[…]
January 22, 2014 Top Picks for 2014 Written By Nancy Zambell Welcome to the Dick Davis Investment Digest Top Picks for 2014. When we asked our contributors for their 2013 Top Picks, the Dow Jones Industrial Average had just closed out 2012 at 13,104.10. By the beginning of 2013, the DJIA was trading at 16,576.66—a[…]
January 15, 2014 The Life Sciences Report: Sound Science, Innovative Ideas and a Sprinkle of Pixie Dust by : Tracy Salcedo-Chourré 2013 was a banner year for the life sciences sector, with biotech, pharmaceutical and medtech companies buoyed by advances in therapeutic techniques, a friendly regulatory environment, lucrative partnerships and the overall market upswing. The[…]
Novavax (NVAX) â Stocks of biotechnology companies that reach major inflection points tend to outperform for several years. After a major leap forward in 2013, NVAX is executing its clinical plan with a clearly defined and risk-adjusted strategy. NVAXâs addressable markets are approximately $4 billion per year. Global flu vaccines represent a $3 billion market[…]
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[…]
December 23, 2013 Profits in Pain Prevention The Medical Technology Stock Letter had one of the best performing stocks in this past year’s Top Picks special; here, Jay Silverman updates his view on this biotech winner and highlights some potential new leaders for the coming year. Steve Halpern: We’re here today with biotech expert Jay Silverman[…]
INCY’s IDO & Cancer Immunotherapy – Treating cancer with immunotherapy has become one of the major “Hot New Classes†over the last year as the science, compounds and subsequent studies have demonstrated the ability to significantly extend the lives of cancer patients.
What can BioInvest do for you? BioInvest focuses on the most important topics, trends and therapies affecting the biotech sector and the MTSL portfolio. Learn more about and subscribe to our Medical Technology Stock Letter today.
November 11, 2013 Sector Pullback Makes Biotech a Buy by Steven Halpern for The Daily Guru Despite the fact that the biotech sector has faced some setbacks recently, Jay Silverman, editor of Medical Technology Stock Letter, is confident it’s only the case of a normal correction. Steve Halpern: We’re here today with biotech sector expert,[…]
MTSL Special Update – Biotech Stocks – November 7, 2013 Biotech Stocks – Sell Off Accelerates As Investors Rush to Lock In 2013 Profits and “Risk Off” Includes Top Tier, Too. The current collapse was triggered by: a) Technical factors – A number of stocks failed to reach new highs despite bounces after the shock[…]
MTSL Issue #765 is now published from Bioinvest.
PCYC – ARIAâs Iclusig FDA Hold Indirectly Adds to PCYC Share Break In Biotech Bloodbath During Government Shutdown/GILD Stops Idelalisib CLL Study Early On Favorable Risk/Benefit. Biotech Meltdown Was Long Overdue, Painful In Short Run, Healthy For Long Run â Several MTSL Stocks Now Below BUY LIMITS. PCYC Is No ARIA Questions on whether the[…]
The pharmaceutical and biotechnology industries have gone through periods of blockbuster drug classes, which has often resulted in one or more leading drugs catapulting the respective company’s growth rates and, in many cases, market capital, to the very top of the industry.
Nektar’s NKTR-181 Disappoints, Misses Primary Endpoint on Mixed Phase II Data – Preliminary top-line results from a Phase II trial of NKTR-181(‘181) for the treatment of moderate-to-severe chronic pain in patients with osteoarthritis of the knee missed their primary endpoint due to a unusual lack of a placebo rebound. The drug candidate was shown to[…]
August 22, 2013 Below is a pdf for MTSL Issue #761 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/08/MTSL-761-August-22-2013.pdf” save=”1″]
Biotechs Are Back In Favor Amid Plethora Of Positive Developments Written By Gene Marcial, Contributor It isn’t often that the biotechnology industry gets swamped with plenty of good news, but that’s what has been happening in recent months. Not surprisingly, they have attracted investor interest. A number of new drug approvals, affirmative data, and accelerated[…]
September 19, 2013 Isis jumps on drug trial data by Bradley J. Fikes for The Union Tribune San Diego Isis Pharmaceuticals shares jumped 14 percent Thursday after the biotech company released positive preliminary Phase 1 results for its spinal muscular atrophy drug. Shares of Carlsbad-based Isis closed at $36.27, up $4.47 from Wednesday. The company’s market[…]
Incyteâs Jakafi Delivers Great Phase II Pancreatic Data:Â Incyte (INCY) has reported great top-line results from their Phase II, randomized, double-blind, placebo-controlled RECAP trial of Jakafi in combination with capecitabine in patients with recurrent or treatment refractory metastatic pancreatic cancer. The hazard ratio (HR) for overall survival (OS) in the intent to treat population was[…]
ISIS Delivers Powerful Phase II Data for APOCIII-Rx â Raising BUY LIMIT and PRICE TARGET â Isis has presented rather positive Phase II data for APOCIIIRx in patients with high triglycerides and Type 2 diabetes at the American Diabetes Association (ADA) meeting. In our view, this is a major unexpected surprise in the ISIS story[…]
INCY â Q2 Beats Street On Jakafi & Raises 2013 Forecast, Burgeoning Pipeline â Raising BUY LIMIT and PRICE TARGET. The key near-term driver for INCY is Jakafi growth and with the increased sales guidance, the company is delivering. The drug’s overall profile continues to improve as witnessed by label expansion for patients with low[…]
NVAX â ISCONOVA DEAL SOUND STRATEGIC MOVE â BUY NVAX AHEAD OF CLOSING â BUY UNDER 3 1/2, TARGET PRICE 8. Novavax announced today that as of yesterday (the initial Offer deadline), approximately 97.4% of the common stock and 100% of the warrants issued by Isconova (ISO, www.isconova.com), respectively, have been tendered. As a result,[…]
DRINK THE NEKTAR NEKTAR NKTR â H2 Filled With Events Across Deep Pipeline, Focus â181 Data And Then Some â Nektar is expected to deliver progress in the second half of 2013 in various proprietary and partnered programs, highlighting the depth and breadth of its platform technologies. In Q3, partner AstraZeneca is expected to file[…]
July 17, 2014 Below is a pdf for MTSL Issue #783 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2014/07/MTSL-783-July-17-2014.pdf save=”1″]
SPECIAL UPDATE â PCYC â GILD Severely Restrictive Zydelig Label Underscores Imbruvicaâs Superior Profile â Reiterate BUY – Gilead received approval midday for Zydelig (idelalisib) for three blood cancers â refractory CLL, indolent FL and SLL â some what ahead of the August/September PDUFA dates. Â While the approvals were widely expected, the strict BLACK BOX[…]
June 12, 2014 Below is a pdf for MTSL Issue #781 of the Medical Technology Stock Letter. [gview file= http://www.bioinvest.com/wp-content/uploads/2014/06/MTSL-781-June-12-2014-1.pdf =”1″]
PCYC â 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 â taken together has led to significant pressure on PCYC stock. After the ASCO abstracts revealed to us that Imbruvicaâs competitive[…]
MTSL Issue #778 – biotech mergers
NVAX – RSV Vaccine Dose Confirmatory Trial Highly Successful – After the close, Novavax announced positive top-line safety and immunogenicity data from its RSV-F protein nanoparticle vaccine candidate in a Phase 2 clinical trial in 720 women of childbearing age. The randomized, blinded, placebo-controlled Phase 2 study was designed to evaluate the immunogenicity and safety[…]
Special Update â Biotech Stock Sentiment Goes From Bad To Worse When the sector broke the March 28th lows last Monday (4/4), biotech stocks continued their violent Spring downfall. Despite the blink of an attempt at a recovery when the Fed minutes were released as bullish (4/9) â the âshort any rallyâ mentality resumed on[…]
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[…]
March 20, 2014 Below is a pdf for MTSL Issue #775 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/03/MTSL-775-March-20-20141.pdf” save=”1″]
MTSL Special Update â Biotech Stocks â Recent Selloff Reminiscent of Typical Sharp Pullbacks â Update & A Few Charts, Plus INCY, SGMO & PCYC Biotech stocks continue to be one of the strongest performers of the year (NBI +13%). However, the past week or so provided another meaningful selloff. In light of the strength[…]
PCYC – Understanding The New CLL Label & Introducing The Autoimmune Program – Raising BUY LIMIT and TARGET PRICE
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.[…]
January 23, 2014 Below is a pdf for MTSL Issue #771 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/01/MTSL-771-January-23-2014.pdf” save=”1″]
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.[…]
According to the Hulbert Financial Digest (HFD), the Trader’s Portfolio of the Medical Technology Stock Letter was the #1 performing Portfolio of 2013 – with a return of 215%. This was out of more than 500 portfolios tracked by Hulbert.
PCYC â IMBRUVICA RESONATES â 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[…]
December 19, 2013 Below is a pdf for MTSL Issue #769 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/12/MTSL-769-December-19-2013.pdf” save=”1″]
December 5, 2013 Below is a pdf for MTSL Issue #768 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/12/MTSL-768-December-5-2013.pdf” save=”1″]
PCYCâs 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[…]
PCYC â Pharmacyclicsâ IMBRUVICA Gains FDA Approval For MCL; CLL Coming Soon â Reiterate BUY LIMIT and TARGET PRICE â In a watershed moment for oncology and biotech companies â PCYCâs ibrutinib, branded IMBRUVICA, has received FDA approval for patients with mantle cell lymphoma (MCL) who have been previously treated as a monotherapy. The drug[…]
PCYC â FDA Approves Rocheâs Gazyva (GA-101) In CLL, Bodes Well For Ibrutinib â JNJ/PCYC Going For Knockout Blow After Posting New Trials – BUY PCYC Before Approval The FDA has approved Roche/Genentechâs drug (GA-101) almost two months ahead of schedule (PDUFA 12/20/13, FDA Newsroom). As a reminder, Roche filed the BLA at the end[…]
CNDO – TSO Misses Primary and Second Endpoints in TRUST-I Crohn’s Study – Coronado announced disappointing TRUST-I results in Crohn’s disease. The trial missed both key endpoints – the primary endpoint was a change in CDAI score of >100 and the key secondary measure of remission, defined as achieving CDAI 150 points. In the corresponding[…]
The MTSL Issue #764 from Bioinvest is now published.
Unlike most Wall Street analysts, we find no need to continue to raise limits/target prices just because a stock has done what we expect it to. Our initial recommendations are based on the stocks not yet discounting what we believe are improving and/or undervalued fundamentals.
September 19, 2013 Below is a pdf for MTSL Issue #763 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/09/MTSL-763-September-19-20131.pdf” save=”1″]
August 8, 2013 Below is a pdf for MTSL Issue #760 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/08/MTSL-760-August-8-2013.pdf” save=”1″]
ISIS Presents More Impressive Phase II Data for APOCIII-Rx at NLA – Over the weekend, ISIS presented data on APOCIII-Rx in patients with familial chylomicronemia syndrome (FCS) at the National Lipid Association (NLA) meeting. FCS is a rare disease that only affects 3,000-5,000 patients globally and is characterized by severely high triglyceride (TG) levels. The[…]
PCYC â Ibrutinib One Step Closer To Market â FDA Accepts NDA for Ibrutinib In MCL and CLL/SLL and Grants Priority Review â Exactly 60 days after the filing (6/28), the FDA completed their review and determined that the application is sufficiently complete to permit a substantive review for both previously treated mantle cell lymphoma[…]
ISIS And BIIB Ink Another Big Deal For Neuro:Â Isis and Biogen Idec have entered into a broad, multi-year collaboration to leverage antisense technology to advance the treatment of neurological diseases. The agreement combines BIIB’s expertise in neurology with ISIS’ leadership in antisense technology to develop novel therapies to treat neurological disorders. This is the[…]
August 26, 2013 Biotechs Target Pain and Flu by Steven Halpern for The Daily Guru The Daily Guru Biotechs Target Pain and Flu. Jay Silverman, biotech analyst at The Medical Technology Stock Letter, looks at some favorite biotech stocks that are addressing potentially large, new markets. Steve Halpern: We’re here today with Jay Silverman of[…]
PCYC â Q2 CC â Introducing The Ibrutinib Commercial Powerhouse; Raising BUY LIMIT and TARGET PRICE â As the days countdown to the final FDA approval, PCYC has enlisted a truly impressive lineup to launch ibrutinib in the U.S. The company has prepared its sales, marketing and medical affairs departments, led by experienced industry executives[…]
Novavax vs. Medicago NVAX â Further Dive On Medicago Acquisition Emphasizes How Undervalued Novavax Is â REITERATE BUY On July 12, Medicago (MDG) announced intentions to be acquired by Japanâs Mitsubishi Tanabe Pharmaceuticals (MTP), valuing the company at $376 million (including the assumption of $32 million of net debt). Comparing this price with the Novavax[…]
July 11, 2013 Below is a pdf for MTSL Issue #758 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/07/MTSL-758-July-11-2013.pdf” save=”1″]
