February 25, 2015 Is A Renaissance In Surging Biotechs Underway? By Gene Marciel Not too long ago, investing in biotechnology was perceived as plain gambling. The rewards could be high, to be sure, but so were the risks in playing the arcane biotech stocks. That was because a biotech company’s success depended on the development of[…]
MTSL Issue #795 – New Recommendation – ZIOP: 2nd Generation Race CAR-T
January 22 , 2015 Below is a pdf for Issue 795 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/01/MTSL-795-Jan-22-2015-F.pdf save=”1″]
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MoneyShow Five Prime (1-19-15)
January 19, 2015 FIVE PRIME Written By John McCamant Our top speculative idea for 2015 a classic early-stage platform; the company is a leader in the discovery of innovative protein therapeutics, explains John McCamant, editor of The Medical Technology Stock Letter. Five Prime (FPRX) has built an extremely impressive library comprised of more than 5,600[…]
MTSL Issue #793 – Ending the Year on a High Note
December 18, 2014 Below is a pdf for Issue 793 of the Medical Technology Stock Letter. “Ending the Year on a High Note” [gview file=http://www.bioinvest.com/wp-content/uploads/2014/12/MTSL-793-Dec-18-20141.pdf save=”1″]
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The Money Show (2-25-15)
February 25, 2015 Precision Medicine Boost Cancer Research By John McCamant John McCamant:  Sangamo (SGMO) is clearly a second generation gene therapy technology.  They can do a couple of different things than the first generation, but their technology is specifically it’s a rifled approach. They can get right into the specific point within the genome[…]
Anthera Update (2-10-15)
Anthera Update (2-10-15) ANTH – B-Mod Passes Futility Analysis, Signaling A Signal – REITERATE BUY – Anthera announced a successful interim look of the CHABLIS-SC1 Phase 3 trial of blisibimod in patients with Systemic Lupus Erythematosus (SLE) and that the study should continue to completion as planned.
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MTSL Issue #794 – The Comparables
January 8 , 2015 Below is a pdf for Issue 794 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/01/MTSL-794-Jan-8-2015-Final.pdf save=”1″]
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Life Sciences Report (12-30-14)
December 30, 2014 Will Biotech Fire on All Cylinders in 2015? Making predictions for the New Year may feel as productive as peering into a crystal ball. But in the life sciences, hard science and long experience back prognostication. The biotech market enjoyed a stellar 2013 and withstood a solid check in early 2014 before[…]
MTSL Issue #796 – GILD Again and Obama’s Precision Medicine
February 5 , 2015 Below is a pdf for Issue 796 of the Medical Technology Stock Letter. [gview file=http://www.bioinvest.com/wp-content/uploads/2015/02/MTSL-796-Feb-6-2015.pdf save=”1″]
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Pharmacyclics Update (1-13-15)
Special Update -Â PCYC â Imbruvicaâs Flies To Blockbuster Status; Solid Tumor/I-O Potential Even Larger â Raising TARGET PRICE â At the JPM presentation, PCYC surprised everyone with guidance for Imbruvica sales. The Company, one of the most conservative with regards to public forecasts, had not previously provided any number with regards to Imbruvica sales. Moreover,[…]
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The Comparables
During the past year or so, biotech experienced an unprecedented number of companies going public. Over that period, we have added two such names to our portfolio – PCRX (2012) and FPRX (2014). A handful of these stocks have achieved remarkable valuations…
‘Access to Management’ Conference Call with Novavax (12-19-14)
(for subscribers only) Listen to the ‘Access to Management’ Conference Call we had with the Novavax Management Team on Friday, December 19, 2014 where we discussed what’s in the Novavax pipeline, offered a brief R&D Summary and had a Q&A session with subscribers.
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