MTSL Issue 899 (dated 4/04/19) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #XON #NKTR #SGMO
MTSL Issue 897 (dated 2/28/19) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: ACAD, ALKS, FRPX, IONS, MDGL, NKTR, NVAX, PCRX, SGMO
BioInvest News – NKTR’s stock is under pressure after the early update to NKTR’s Phase 2 PIVOT-02 trial of NKTR-214 in combination with Opdivo which includes 13 additional urothelial cancer (UC) patients vs. the 10 reported at ASCO 2018. The data remains solid despite the small decrease in ORR which is now 48% vs. 60% prior.
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 890 (dated 11/15/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #IONS #MDGL #NKTR #SGMO #ZIOP
MTSL Issue 888 (dated 10/18/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #FPRX #IONS #MYOV #ZIOP
MTSL Issue 885 (dated 09/06/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #IONS #SGMO
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 (dated 07/05/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #IONS #MDCO #SGMO
MTSL Issue 879 (dated 06/07/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #FPRX #IONS #INCY #MDGL #NKTR #SGMO #ZIOP
MTSL Issue 878 (dated 05/24/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #ESPR #XON #SGMO #ZIOP
BioInvest News – Sangamo (SGMO) has delivered excellent news across their proprietary ZFN drug development platform with promising human data from both the Hemophilia A program with Pfizer and Beta Thal with Sanofi.
BioInvest News Novavax (NVAX) – This morning, NVAX reported disappointing top-line data from the ResVax Phase III PREPARE study for infant RSV prevention. Unfortunately, the trial failed on the primary endpoint of reducing medically significant RSV lower respiratory tract infection (LRTI).
BioInvest News – Sangamo (SGMO) Updated MPS I & II Trials Disappoint But ERT Withdrawals Continue & That’s Key, More Powerful 2nd Generation ZFNs in Clinic by Year-End, Stock Overreaction
BioInvest News – Sangamo (SGMO) presented an overview of its clinical and technological gene therapy/editing leadership. With 5 trials underway and data from all five clinical results due this year, to us 2019 will be the year when SGMO gaps ahead of the gene editing crowd.
BioInvest BREAKING News (MDGL) – Down Sharply After Positive Update at Liver Meeting, It’s The Unforgiving Market, To Come More In Line With Sentiment & Current Price, Lowering BUY and Target
MTSL Issue 887 (dated 10/04/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #MDCO #XON #NKTR
BioInvest BREAKING News – IONS/AKCA Receive CRL From FDA for Waylivra Despite Positive AdCom. In a somewhat surprising move, ONS/AKCA received a complete response letter (CRL) for Waylivra (volanesorsen) from the FDA. It is also unexpected given the 12-8 Advisory Committee vote in favor of approval on May 10th…
MTSL Issue 882 (dated 07/19/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #MDGL #MYOV #PCRX #SGMO #CRSP #EDIT #NTLA
MTSL Issue 880 (dated 06/21/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #INCY #IONS #MDGL #NKTR #PCRX #SGMO #ZIOP
BioInvest BREAKING News – Nektar (NKTR) shares are down sharply as the ‘214/Opdivo combo data in the second cohort presented at ASCO is not as strong as the first cohort and the Company also failed to provide an update lung cancer.
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 898 (dated 3/14/19) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #XON #IONS #PCRX #ZIOP
MTSL Issue 896 (dated 2/14/19) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #INCY #incyte #MYOV #myovant #NKTR #nektar #PCRX #pacira #SGMO #sangamo #ZIOP #ziopharm
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 891 (dated 11/29/18) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ALKS #BMRN #SGMO #ZIOP
MTSL Issue 889 (dated 11/01/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #BMRN #ESPR #INCY #IONS
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 884 (dated 08/23/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #FPRX #IONS #NKTR #NVAX #MDGL #SGMO #ZIOP
BioInvest BREAKING News – FDA Releases Gene Therapy Guidelines & NATURE Publishes Damning CRSPR Research
BUY SGMO and SHORT CRSP, EDIT, NTLA.
BioInvest BREAKING News – Sangamo shares are weaker this morning due to what we believe should be causing the exact the opposite stock reaction after STAT News wrote a paper highlighting the potential side effects of CRSPR. The article(s) have nothing to do with SGMO’s ZFN gene editing technology. We suggest subscribers use the weakness in SGMO to…
BioInvest BREAKING News – This morning, Madrigal (MDGL) reported excellent top-line, 36-week results from a Phase II trial in patients with biopsy-proven non-alcoholic steatohepatitis (NASH). This is the best and most highly significant NASH data ever.
BioInvest BREAKING News – This morning, Esperion (ESPR) delivered positive Phase III safety data for bempedoic acid (BA). Despite delivering a highly significant 20% LDL reduction for those on treatment – expectations were for 20-30% LDL reduction based on several previous BA studies. The low-end for efficacy combined with safety concerns unrelated to treatment with the drug development candidate have driven the stock down by more than a third, and excessively in our view.
