BIOINVEST SPECIAL UPDATE – Good Medicine for Biotechs: Great Data, Awesome Sales, Monster Deals Yesterday; 100+% Premium Acquisition Today. (…more)
Author: conniebioinvest
Precigen (PGEN) — Sale of Non-Core Assets For $170 Million Will Pay Off Convertible Debt And Remove Overhang – BUY
BIOINVEST BREAKING NEWS – Precigen announced the sale of a wholly-owned non-healthcare subsidiary, Trans Ova Genetics, L.C. (“Trans Ova”) for $170 million. The proceeds will go towards retiring roughly $200 million in convertible debt due in 2023. (…more)
Acadia (ACAD) — FDA Advisory Committee Rejects ACAD’s Pimavanserin for Alzheimer’s Disease Psychosis (ADP) 9-3
Acadia (ACAD) – ACAD received bad news when an FDA AdCom voted 9-3 against recommending pimavanserin for Alzheimer’s disease psychosis (ADP). This is disappointing and significantly lowers the probability of the FDA approving pimavanserin for this new indication on the 8/4/22 PDUFA. Read more…
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MTSL Issue 976
MTSL Issue 976 (dated 05/19/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #CLDX #celldex #INCY #incyte #MDGL #madrigal #MYOV #myovant #PCRX #pacira #VXRT #vaxart
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Myovant (MYOV) — FDA Delays MYOV/Pfizer Approval for Endometriosis on Labeling/Post-marketing Requirements
BIOINVEST BREAKING NEWS – FDA Delays MYOV/Pfizer Approval for Endometriosis on Labeling. MYOV and their partner Pfizer announced today a delay on the Supplemental New Drug Application (sNDA) for MYFEMBREE for the management of moderate to severe pain associated with endometriosis. In our view, this is clearly a delay and not a rejection. (…more)
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MTSL Issue 972
MTSL Issue 972 (dated 03/17/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #IONS #ionis #IONS #ionis #NKTR #nektar #PCRX #pacira #PLXP #plxpharma
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MTSL Issue 969
MTSL Issue 969 (dated 02/03/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #INCY #incyte #MDGL #madrigal #TCRT #alaunos #ZIOP #ziopharm
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MTSL Issue 967
MTSL Issue 967 (dated 01/06/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #MDGL #madrigal #MYOV #myovant #PCRX #pacira #PLXP #plxpharma #SGMO #sangamo
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Esperion (ESPR) — ESPR Raises Cash To Get To CLEAR Outcomes Trial Data in Q12023
(ESPR) BioInvest News — ESPR Raises Cash To Get To CLEAR Outcomes Trial Data in Q12023, Lowering our BUY and our TARGET PRICE. ESPR shares were off 40% after they announced the closing of a $208.8 million of common stock and warrants. (More)
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MTSL Issue 964
MTSL Issue 964 (dated 11/11/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #IONS #ionis #MDGL #madrigal #NKTR #nektar #PCRX #pacira #PLXP #plxpharma #PGEN #precigen #SGMO #sangamo
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Sangamo (SGMO) — SGMO’s PhaseI/II Fabry Disease Data Looks Great
BioInvest News – SGMO’s PhaseI/II Fabry Disease Data Looks Great – In it’s quarterly update, SGMO delivered news across multiple clinical programs today with the stock reacting positively to the excellent Fabry disease data. (…more)
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MTSL Issue 961
MTSL Issue 961 (dated 9/30/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #INCY #incyte #NKTR #nektar #VXRT #vaxart
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MTSL Issue 958
MTSL Issue 958 (dated 8/19/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #PGEN #precigen #SGMO #sangamo #VXRT #vaxart #ZIOP #ziopharm #ZYNE #zynerba
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Celldex (CLDX) — Delivers Outstanding Phase 1b Data
BIOINVEST BREAKING NEWS – Celldex (CLDX) Delivers Outstanding Phase 1b Data, 19 of 20 Urticarial Patients Demonstrate Complete Response After Single Dose of CDX-0159, Raising BUY to 47 (from 30) and TARGET to 70 (from 40), Best in Class and a Pipeline in a Pill? (…more)
MTSL Issue 953
MTSL Issue 953 (dated 5/27/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #MYOV #myovant #NKTR #nektar #PCRX #pacira
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MTSL Issue 950
MTSL Issue 950 (dated 4/15/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #INCY #incyte #IONS #ionis #MYOV #myovant #PCRX #pacira #ZIOP #ziopharm
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Acadia (ACAD) — FDA Bombs ACAD With Undisclosed sNDA Deficiencies, Lowering BUY to 28 and TARGET to 45
Special Update: Acadia (ACAD) – In another FDA surprise, after the close, the Agency notified ACAD that it has identified deficiencies in the dementia related psychosis (DRP) sNDA for pimavanserin that preclude discussion of labeling and post-marketing requirements. Read more…
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MTSL Issue 946
MTSL Issue 946 (dated 2/18/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #INCY #incyte #MYOV #myovant #NKTR #nektar
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MTSL Issue 944
MTSL Issue 944 (dated 1/21/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #ESPR #esperion #FPRX #fiveprime #MYOV #myovant #NKTR #nektar #PGEN #precigen#ZIOP #ziopharm
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MTSL Issue 941
MTSL Issue 941 (dated 12/03/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis
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Vaxart (VXRT) — Pfizer/BNTX COVID-19 Vaccine Shows Better-Than-Expected Efficacy – The Vaccine Era Begins
Special Update: Vaxart (VXRT) – Following up on key features and still questions on the exceptional >90% efficacy in the first Phase II/III trial of their mRNA COVID vaccine from Pfizer/BNTX. BUY VXRT here as Rick Bright is back (see below). Read more…
MTSL Issue 938
MTSL Issue 938 (dated 10/22/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #PCRX #pacira #PGEN #precigen #VXRT #vaxart
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Alkermes (ALKS) — FDA Advisory Committee Votes in Support of ALKS 3831 for the Treatment of Schizophrenia and Bipolar I Disorder
BIOINVEST BREAKING NEWS – In late Breaking News, ALKS announced overwhelming and surprising positive votes from the joint meeting of the Psychopharmacologic Drugs Advisory Committee and the Drug Safety and Risk Management Advisory Committee. The FDA committees met to discuss ALKS 3831 (olanzapine/samidorphan), a novel, once-daily, oral atypical antipsychotic drug candidate for the treatment of adults with both schizophrenia and with bipolar I disorder.
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MTSL Issue 936
MTSL Issue 936 (dated 09/24/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #VXRT #vaxart #ZYNE #zynerba
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BioMarin (BMRN) — (BMRN/SGMO) Surprise Roctavian CRL – Bad For BioMarin, Good For SGMO
BioInvest News – BMRN/SGMO – Surprise Roctavian CRL – Bad For BioMarin, Good For SGMO – This morning, the FDA issued a surprise Complete Response Letter for BioMarin’s Roctavian, its lead hemophilia A gene therapy program. (…more)
MTSL Issue 932
MTSL Issue 932 (dated 07/30/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #INCY #incyte #IONS #ionis #SGMO #sangamo #VXRT #vaxart
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MTSL Issue 931
MTSL Issue 931 (dated 07/16/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #MYOV #myovant #PCRX #pacira #VXRT #vaxart #ZIOP #ziopharm
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Zynerba (ZYNE) — Zygel Topline Results Fall Short of Statistical Significance, 80% of Patients With FMR1 Gene Had Positive Affect
BIOINVEST BREAKING NEWS – Special Update – #ZYNERBA – ZYNE’s stock is down significantly this morning after reporting disappointing top line results from the 14-week pivotal CONNECT-FX (Clinical study of Cannabidiol (CBD) in Children and Adolescents with Fragile X) trial. more…
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MTSL Issue 927
MTSL Issue 927 (dated 05/14/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #FPRX #fiveprime #INCY #incyte #MDGL #madrigal #NKTR #nektar #PCRX #pacira #SGMO #sangamo #ZIOP #ziopharm #ZYNE #zynerba
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MTSL Issue 924
MTSL Issue 924 (dated 04/02/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #INCY #incyte #MYOV #myovant
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MTSL Companies Deliver The Goods In Mid-Issue Update
BIOINVEST BREAKING NEWS – In light of the historic, market selloff due to the coronavirus, we thought it was important to update subscribers with a brief summary of the highlights of our recommended stocks during this period of stock corrections unrelated to Company fundamentals. In sum, many of our companies have delivered the positive value creating news that we predicted (…more)
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MTSL Issue 921
MTSL Issue 921 (dated 02/20/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #FPX #fiveprime #INCY #incyte #MYOV #myovant #PCRX #pacira #PGEN #precigen
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Biotech Conference Highlights Pipeline at BioMarin
At the recent JPMorgan Conference, biotech BioMarin Pharmaceutical (BMRN) offered a presentation that included important and new information regarding its R&D pipeline for 2019, observes biotech specialist John McCamant, editor of Medical Technology Stock Letter.
Top Picks 2020: Myovant Sciences Ltd. (MYOV)
Myovant Sciences Ltd. (MYOV) offers a new drug “pipeline in a pill”, asserts biotech expert Jay Silverman, contributing editor to Medical Technology Stock Letter.
MTSL Issue 981
MTSL Issue 981 (dated 07/28/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #IONS #ionis #INCY #incyte #MYOV #myovant #VXRT #vaxart
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MTSL Issue 979
MTSL Issue 979 (dated 06/30/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #acadia #ACAD #alaunos #TCRT #celldex #CLDX #ionis #IONS #MDGL #madrigal #ZYNE #zynerba
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MTSL Issue 978
MTSL Issue 978 (dated 06/16/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #alaunos #TCRT #alkermes #ALKS #INCY #incyte
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MTSL Issue 975
MTSL Issue 975 (dated 04/28/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #INCY #incyte
Bicycle Therapeutics (BCYC) — We Are Buyers On AACR Weakness
Bicycle (BCYC) —We Are Buyers On AACR Weakness. BCYC shares are weak today after presenting updated data on BT8009, a lead BTC clinical compound, at the AACR conference over the weekend. Our investment thesis remains intact. (…more)
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MTSL Issue 971
MTSL Issue 971 (dated 03/03/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #IONS #ionis #MDGL #madrigal #NKTR #nektar #PCRX #pacira #SGMO #sangamo #VXRT #vaxart #ZYNE #zynerba
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Madrigal (MDGL) — Resmetiron Delivers Positive Phase III MAESTRO-NAFLD-1 Data
Madrigal (MDGL) — One of the few broadly positive binary events in biotechnology of late, Madrigal’s best-in-class NASH compound is well on its way with de-risked, late-stage clinical results. With this wholly-owned compound heading to blockbuster status, MDGL remains a Top Pick for 2022. (…more)
MTSL Issue 966
MTSL Issue 966 (dated 12/23/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #NKTR #nektar #PCRX #pacira #PGEN #precigen #SGMO #sangamo #VXRT #vaxart
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MTSL Issue 965
MTSL Issue 965 (dated 12/02/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #NKTR #nektar #VXRT #vaxart
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Alkermes (ALKS) — ALKS Blindsided by JNJ Early Termination of Invega Sustenna & Invega Trinza Know-How Royalties
Alkermes (ALKS) — ALKS was blindsided by JNJ after the close yesterday received notices of partial early termination for two license agreements with Janssen Pharmaceutica N.V., a subsidiary of JNJ. These license agreements are for Alkermes’ nanoparticulate formulation technology, known as NanoCrystal® technology. (…more)
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MTSL Issue 963
MTSL Issue 963 (dated 10/28/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #ESPR #esperion #IONS #ionis #MYOV #myovant #PGEN #precigen #VXRT #vaxart
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MTSL Issue 960
MTSL Issue 960 (dated 9/16/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #CLDX #celldex #ESPR #esperion #PCRX #pacira
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MTSL Issue 957
MTSL Issue 957 (dated 8/05/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #MDGL #madrigal #PLXP #plxpharma #VXRT #vaxart
MTSL Issue 955
MTSL Issue 955 (dated 7/1/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #INCY #incyte #MDGL #madrigal
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MTSL Issue 952
MTSL Issue 952 (dated 5/13/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #MYOV #myovant #NKTR #nektar #PGEN #precigen #VXRT #vaxart #ZIOP #ziopharm #ZYNE #zynerba
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MTSL Issue 949
MTSL Issue 949 (dated 4/01/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #IONS #ionis #SGMO #sangamo
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MTSL Issue 947
MTSL Issue 947 (dated 3/04/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #FPRX #fiveprime #IONS #ionis #MDGL #madrigal #NKTR #nektar #PCRX #pacira #PGEN #precigen #ZIOP #ziophparm
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Nektar (NKTR) — NKTR Inks Two Partners, Merck & SFJ Pharmaceuticals (Abingworth & Blackstone Life Sciences) for BEMPEG Combo Registration Trials
BIOINVEST BREAKING NEWS – This morning NKTR announced that it has signed two deals to advance BEMPEG combos – one with Merck and the other with SFJ. The first is a Phase II/III trial of BEMPEG in combination with Merck’s KEYTRUDA for first-line treatment of patients with metastatic or un-resectable recurrent squamous cell carcinoma of the head and neck (SCCHN) whose tumors express PD-L1 (Combined Positive Score [CPS] ≥1). (…more)
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MTSL Issue 943
MTSL Issue 943 (dated 1/07/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #MYOV #myovant #NKTR #nektar #PCRX #pacira #PGEN #precigen
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MTSL Issue 940
MTSL Issue 940 (dated 11/19/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #MDGL #madrigal #MYOV #myovant #PCRX #pacira #PGEN #precigen #VXRT #vaxart #ZIOP #ziopharm
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MTSL Issue 939
MTSL Issue 939 (dated 11/05/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #INCY #incyte #IONS #ionis #MDGL #madrigal #NKTR #nektar #ZIOP #ziopharm
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Vaxart (VXRT) — Starts Phase I Dosing & Delivers Positive Hamster Challenge Data, Stock Remains Under Short Selling Pressure
Special Update: Vaxart (VXRT) – VXRT has delivered two very good pieces of news – the Company has enrolled its first patient in the COVID vaccine study and also released uniformly positive hamster challenge data. Despite this good fundamental news, the stock has been under pressure from short sellers since then based on an SEC filing of a self offering filed on the same day as the clinical/pre-clinical updates. Read more…
[CONFERENCE] The MoneyShow Dallas (October 13-15)
Join John McCamant (editor of the Medical Technology Stock Letter) FREE at The MoneyShow live streaming event where he’ll be presenting along with dozens of the most respected economists, money managers, and professional traders in the country. His topic is: BIOTECH INVESTING SOLUTIONS FROM COVID-19.
MTSL Issue 935
MTSL Issue 935 (dated 09/10/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #IONS #ionis #MDGL #madrigal #PCRX #pacria #SGMO #sangamo #VXRT #vaxart
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Sangamo (SGMO) — (BMRN/SGMO) Surprise Roctavian CRL – Bad For BioMarin, Good For SGMO
BioInvest News – BMRN/SGMO – Surprise Roctavian CRL – Bad For BioMarin, Good For SGMO – This morning, the FDA issued a surprise Complete Response Letter for BioMarin’s Roctavian, its lead hemophilia A gene therapy program. (…more)
Celldex (CLDX) — CDX-0159 – The Mast Cell Warrior (New Recommendation)
BIOINVEST NEW RECOMMENDATION – Celldex (CLDX) We are initiating coverage of Celldex Therapeutics (CLDX, $12) with a BUY under $15 and a $30 TARGET PRICE. In our view, CDX-0159, the Company’s anti-C-KIT antibody has blockbuster potential in various mast cell diseases. With a market cap of ~$375 million with ~$200 million in cash, in our view, CLDX is extremely undervalued based on the potential of CDX—0159 alone. (…more)
Vaxart (VXRT) — VXRT’s Oral Vaccine for COVID-19 Poised to Enter Human Testing
BIOINVEST BREAKING NEWS – Special Update — NEW RECOMMENDATION: Vaxart (VXRT) – VXRT’s Oral Vaccine for COVID-19 Poised to Enter Human Testing. Read more…
MTSL Issue 929
MTSL Issue 929 (dated 06/18/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #ESPR #esperion #INCY #incyte #MYOV #myovant #SGMO #sangamo
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MTSL Issue 926
MTSL Issue 926 (dated 04/30/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #ESPR #esperion #INCY #incyte #IONS #ionis #MYOV #myovant #PGEN #precigen #SGMO #sangamo
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MTSL Issue 923
MTSL Issue 923 (dated 03/19/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #PGEN #precigen #ZIOP #ziopharm
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Sangamo (SGMO) — BIIB Steps Up Big With Global Neuro Gene Editing Deal
BIOINVEST BREAKING NEWS – After the close, Sangamo announced a worldwide deal with Biogen for gene regulation therapies in neurology. BIIB is the global leader in developing neuro biologics with the top drugs in multiple sclerosis and an extremely deep Alzheimer’s/ALS R&D pipeline, in our view there is no better partner available than BIIB. (…more)
Myovant (MYOV) — Relugolix Uterine Fibroids Data Highly Competitive
BIOINVEST BREAKING NEWS – A very positive long-term follow-up (88% response rate) from the LIBERTY trial was released yesterday and we believe continues to further solidify relugolix in uterine fibroids (UF). Management will file for an NDA for the use of relugolix+ABT in UF in April (plus a separate filing for the treatment of relugoxi in prostate cancer in Q2:20). For relugolix in endometriosis, we expect MYOV to (…more)
ACADIA: From Depression to Schizophrenia
At the recent JPMorgan conference, ACADIA Pharmaceuticals (ACAD) presented a business update highlighting several catalysts anticipated in 2020, notes John McCamant, biotech sector expert and editor of Medical Technology Stock Letter.
MTSL Issue 980
MTSL Issue 980 (dated 07/14/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #bicycle #BCYC #ionis #IONS #pacira #PCRX #precigen #PGEN
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Madrigal (MDGL) — MDGL’S Resmetirom Stars at EASL
Madrigal (MDGL) — MDGL held a two hour conference call after all presentations at EASL to discuss the outstanding resmetirom data presented at yesterday. The Company focused on the 969-patient MAESTRO-NAFLD-1 safety study which showed the compound to have an excellent safety profile along with excellent efficacy. (…more)
MTSL Issue 977
MTSL Issue 977 (dated 06/02/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #TCRT #alaunos #BCYC #bicycle #BMRN #biomarin #MDGL #madrigal #PLXP #plxpharma #VXRT #vaxart
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MTSL Issue 974
MTSL Issue 974 (dated 04/13/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #MYOV #myovant
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MTSL Issue 973
MTSL Issue 973 (dated 03/31/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #INCY #incyte #IONS #ionis #SGMO #sangamo #TCRT #alaunos
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MTSL Issue 970
MTSL Issue 970 (dated 02/17/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #MDGL #madrigal #PCRX #pacira #VXRT #vaxart
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MTSL Issue 968
MTSL Issue 968 (dated 01/20/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #ESPR #esperion #INCY #incyte #IONS #ionis #MDGL #madrigal #MYOV #myovant #NKTR #nektar #PGEN #precigen
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Acadia (ACAD) — ACAD Narrows Resubmitted sNDA For Pimavanserin to Alzheimer’s Disease Psychosis From Dementia-related Psychosis
Acadia (ACAD) – Yesterday after the close ACAD announced that it plans to resubmit its supplemental New Drug Application (sNDA) to the FDA for pimavanserin for the treatment of hallucinations and delusions associated with dementia. Read more…
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The MoneyShow Live Conference (December 7, 2021)
Please join BioInvest FREE at The MoneyShow live streaming event from December 7-9 where John McCamant will be presenting along with dozens of the most respected economists, money managers, and professional traders in the country.
Precigen (PGEN) — R&D Update Highlights Depth & Breadth of Novel Pipeline – BUY
BIOINVEST BREAKING NEWS – Precigen held a virtual R&D presentation yesterday, updating data on five clinical trials from the novel Ultra-CAR-T and AdenoVerse platforms. The company has delivered objective responses in late-stage, refractory cancer patients (AML, ovarian, HPV-positive tumors) utilizing their Ultra-CAR-T system plus which offer the fastest (overnight vs. 4-6 weeks) low-cost CAR-T therapies around. (…more)
MTSL Issue 962
MTSL Issue 962 (dated 10/14/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #MYOV #myovant $PCRX #pacira #PLXP #plxpharma #PGEN #precigen #VXRT #vaxart
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MTSL Issue 959
MTSL Issue 959 (dated 9/02/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #PLXP #plxpharma #VXRT #vaxart
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MTSL Issue 956
MTSL Issue 956 (dated 7/15/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #PLXP #plxpharma #VXRT #vaxart
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MTSL Issue 954
MTSL Issue 954 (dated 6/17/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #PGEN #precigen
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MTSL Issue 951
MTSL Issue 951 (dated 4/29/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #SGMO #sangamo #VXRT #vaxart
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MTSL Issue 948
MTSL Issue 948 (dated 3/18/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #ZIOP #ziopharm
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Five Prime (FPRX) — AMGN To Acquire Five Prime for $38, TARGET PRICE of $33 More Than Achieved – Move To Sell
Special Update: Five Prime (FPRX) – This morning, FPRX announced that it is being bought by Amgen for $38 per share (~80% premium to yesterday’s closing price), representing an equity value of approximately $1.9 billion. Read more…
MTSL Issue 945
MTSL Issue 945 (dated 2/04/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #PCRX #Pacira #SGMO #sangamo #VXRT #vaxart
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MTSL Issue 942
MTSL Issue 942 (dated 12/17/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes *INCY #incyte #IONS #ionis #NKTR #nektar #PGEN #precigen #SGMO #sangamo #ZYNE #zynerba
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Five Prime (FPRX) — FPA144 Delivers Outstanding Top-Line Phase II Bema Data in Gastric Cancer Patients at SITC
Special Update: Five Prime (FPRX) – FPRX announced excellent topline results from the global, randomized, double-blind placebo-controlled Phase II FIGHT trial. Read more…
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Esperion (ESPR) — NEXLETOL Launch Stifled Under COVID
(ESPR) BioInvest News — Esperion reported financials ($3 million in net sales) after the close yesterday and the stock is under pressure today as the Company continues to struggle with the new drug launch during the COVID-19 crisis.
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MTSL Issue 937
MTSL Issue 937 (dated 10/08/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #INCY #incyte #MDGL #madrigal #MYOV #myovant #PCRX #pacira #SGMO #sangamo #VXRT #vaxart
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Myovant (MYOV) — Regugolix HERO Data Equivalent But Not Superior to Leuprolide in Castration Resistance-Free Survival, Remains on Track For Approval With Dec. 20 PDUFA
BIOINVEST BREAKING NEWS – MYOV announced results of an additional secondary endpoint from the Phase III HERO study evaluating relugolix in men with advanced prostate cancer. Relugolix did not achieve statistical superiority for castration resistance-free survival compared to leuprolide acetate in men with metastatic disease through 48 weeks. (…more)
MTSL Issue 934
MTSL Issue 934 (dated 08/27/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #MYOV #myovant #PGEN #precigen
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MTSL Issue 933
MTSL Issue 933 (dated 08/13/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #CLDX #celldex #ESPR #esperion #IONS #ionis #INCY #incyte #IONS #ionis #MDGL #madrigal #MYOV #myovant #NKTR #nektar #PCRX #pacira #PGEN #precigen #SGMO #sangamo #VXRT #vaxart #ZIOP #ziopharm #ZYNE #zynerba
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Vaxart (VXRT) — Negating The Egregious NY Times Article
Special Update: Vaxart (VXRT) – Negating The Egregious NY Times Article – While we rarely rebut a short report or bear raid on one of our recommendations, the The NY Times published one of the more egregious “investigative” reports we have ever seen. Read more…
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MTSL Issue 930
MTSL Issue 930 (dated 07/02/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis and updates: ##ESPR #esperion #MDGL #madrigal #MYOV #myovant #PCRX #pacira #PGEN #precigen #ZIOP #ziopharm #ZYNE #zynerba
MTSL Issue 928
MTSL Issue 928 (dated 05/28/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #MYOV #myovant #ZYNE #zynerba
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MTSL Issue 925
MTSL Issue 925 (dated 04/16/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates:#ESPR #esperion #FPRX #fiveprime #MDGL #madrigal #NKTR #nektar #SGMO #sangamo
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MTSL Issue 922
MTSL Issue 922 (dated 03/05/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #ESPR #esperion #IONS #ionis #NKTR #nektar #SGMO #sangamo
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Esperion (ESPR) — FDA Approves of NEXLETOL (bempedoic acid)
(ESPR) BioInvest News — FDA approves of NEXLETOL (bempedoic acid)— the first new non-statin once daily LDL-cholesterol lowering medicine in 20 year. With a very seasoned management team that is extremely well-prepared for the imminent launch, on the positive news we reiterate our BUY rating.
MTSL Issue 920
MTSL Issue 920 (dated 02/06/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #IONS #ionis #NKTR #nektar #ZIOP #ziopharm
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MTSL Issue 919
MTSL Issue 919 (dated 01/23/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #FPRX #fiveprime #IONS #ionis #INCY #incyte #MDGL #madrigal #MYOV #myovant #NKTR #nektar #PCRX #pacira #ZIOP #ziopharm
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