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
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.
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 918 (dated 01/09/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #XON #intrexon #INCY #incyte #MYOV #myovant #NKTR #nektar #PCRX #pacira #SGMO #sangamo
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)
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.
BIOINVEST BREAKING NEWS – The FDA rejected NKTR’s Oxycodegol (NKTR-181) by a vote of 27-0 at yesterday’s AdCom meeting. As a result of the negative vote the Company will withdraw the NDA for oxycodegol and make no further investment into the program. We listened to the majority of yesterday’s meeting which was mostly (…more)
BIOINVEST BREAKING NEWS – Nektar (NKTR) and partner BMY announced today that the companies have agreed to a new joint development plan to further the advancement of bempegaldesleukin (bempeg/NKTR-214) plus Opdivo (nivolumab) into two new Phase III/registrational trials, bringing the total to five being tested. In our view, BMS’ renewed (and public) commitment to the bempeg/Opdivo combo has further de-risked the largely out-of-favor NKTR stock. (…more)
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
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
BIOINVEST BREAKING NEWS – On January 14-16, there is a Joint Meeting of the Anesthetic and Analgesic Drug Products Advisory Committee and the Drug Safety and Risk Management Advisory Committee. After a close review of the FDA briefing documents, the panel will vote on three options for the approval of NKTR-181 on Tuesday (1/14). The choices are for a narrow approval, a broad approval and a recommendation against approval. In our view, the fact that NKTR (…more)
MTSL Issue 917 (dated 12/20/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #MDGL #madrigal #NKTR #nektar #SGMO #sangamo #ZIOP #ziopharm
