MTSL Issue 916 (dated 12/06/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #MDCO #medicinescompany #MYOV #myovant #SGMO #sangamo #ZIOP #ziopharm
Myovant (MYOV) — Time Loves a HERO as MYOV Delivers Excellent Phase III Data for Advanced Prostate Cancer
BIOINVEST BREAKING NEWS – Myovant (MYOV) Legendary blues rockers Little Feat song, ‘Time Loves a Hero,’ says it all for MYOV today as their Phase III prostate cancer data from HERO trial was excellent. Patient MYOV investors were rewarded this morning as the Phase 3 HERO study of once-daily, oral relugolix (120 mg) met its primary efficacy endpoint and all six key secondary endpoints in men with advanced prostate cancer. (…more)
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A Paradigm Change in Cardiovascular Treatment?
On their recent conference call for The Medicines Company (MDCO), management highlighted the power of Inclisiran’s profile and likelihood of its potential to change the paradigm of ASCVD (atherosclerotic cardiovascular disease) treatment, notes biotech expert John McCamant, editor of The Medical Technology Stock Letter.
Ziopharm Oncology (ZIOP) — We’ve Seen This Before
BIOINVEST BREAKING NEWS – We’ve Seen This Before – ZIOP Under Attack By Short Report – REITERATE BUY. ZIOP’s stock has been under pressure the past two days as an error-filled Seeking Alpha (a classic site for anonymous bears) short report was released on the internet. Read more…
Sangamo (SGMO) — Data Updates Due For Hem A & Beta – Thal At ASH – BUY
BIOINVEST BREAKING NEWS – Sangamo (SGMO) will have a very busy December, with two clinical data updates coming at the American Society for Hematology (ASH, https://www.hematology.org/Annual-Meeting/). We remain steadfast that SGMO will emerge as the leader in gene therapy for hemophilia A with SB-525. (…more)
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The Medicines Company (MDCO) — Inclisiran Shines At AHA
BIOINVEST BREAKING NEWS – Medicines Company (MDCO) — The oral presentations of the ORION-9 and -10 studies further confirm the revolutionary compound that is Inclisiran. On top of its durable LDL reductions and impeccable safety, the ease of use and high compliance rate, in our view, suggest blockbuster status is likely. With Phase III program successfully complete, we remain steadfast in expecting a much larger market for Inclisiran than the current stock price is forecasting. Raising BUY and TARGET PRICE.
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MTSL Issue 914
MTSL Issue 914 (dated 11/01/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #INCY #incyte #MDGL #madrigal #MDCO #medicinescompany #MYOV #myovant
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MTSL Issue 912
MTSL Issue 912 (dated 10/4/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #FPRX #fiveprime #INCY #incyte #MDCO #medicinescompany #NKTR #nektar #SGMO #sangamo #ZIOP #ziopharm
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The Medicines Company (MDCO) — Novartis To Acquire The Medicines Company for $9.7 Billion or $85 Per Share
BIOINVEST BREAKING NEWS – Medicines Company (MDCO) — From the beginning of the ORION clinical trials program in 2016 until the recent successful three Phase III studies, we have been under the belief that Inclisiran would be much bigger than people think. Today’s announcement tells us that Novartis, too, believe as such – as the consensus suggests that Inclisiran will need to generate at least $2.2 billion annually for the deal to be NPV neutral. (…more)
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MTSL Issue 915
MTSL Issue 915 (dated 11/15/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #ESPR #esperion #FPRX #fiveprime #MDGL #madrigal #MYOV #myovant #PCRX #pacira ##SGMO #sangamo #ZIOP #ziopharm #ZYNE #zynerba
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MTSL Issue 913
MTSL Issue 913 (dated 10/18/19) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #INCY #incyte #IONS #ionis #NKTR #nektar #ZIOP #ziopharm
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Ziopharm Oncology (ZIOP) — Sleeping Beauty TCR Solid Tumor Trial Posted By NIH Starts Next Week
BIOINVEST BREAKING NEWS – Ziopharm (ZIOP) – Sleeping Beauty TCR Solid Tumor Trial Posted By NIH Starts Next Week, Oct. 1, REITERATE BUY. The trial discussed below is the accumulation of decades of work by the world’s leading cancer gurus. While CAR-Ts have shown remarkable successes in blood cancers, treating solid tumors with CAR-Ts has proven to be quite challenging.  (…more)
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