Novavax Update (10-27-14)

BioInvest News for NVAX – Novavax Enters Ebola Vaccine Race with a Bang – After remaining mum during the recent Ebola hype-fest, NVAX waited until they had truly legitimate news to report.  This weekend, the company released positive preclinical Ebola vaccine data in guinea pigs at the 8th Vaccine and ISV Conference in Philadelphia (10/26).[…]

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NOT YOUR FATHER’S PLATFORMS

MTSL published Issue #753 “Plentiful Platforms” on April 25, 2012. Most of our platform recommendations have made significant progress since then, and our subscriber base has grown substantially as well.

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Pharmacyclics Update (5-2-14)

PCYC – Imbruvica Handily Beats Consensus, Co. Issues Ultra-Conservative Guidance, Autoimmune Underway, ASCO Nearing & An MM Signal Note – The Shorts Last Gasp PCYC shares have come under pressure after posting $56 m. in Imbruvica sales ($52 m. end user sales), well above $41 m. consensus. The company issued initial guidance for the rest[…]

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OncoGenex Update (4-28-14)

OncoGenex Update (4-28-14) OGXI – OncoGenex’ Custirsen SYNERGY Trial Falls Short – In a major disappointment, OGXI and their partner TEVA announced top-line SYNERGY results that fell short. 

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MTSL Issue #780 – The FDA Clinical Trials Process – A Primer

May 29, 2014 Below is a pdf for Issue 780 of the Medical Technology Stock Letter. [gview file=” Click to access MTSL-780-May-29-2014-.pdf ” save=”1″]

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MTSL Issue #779 – Not Your Father’s Platforms

May 15, 2014 Below is a pdf for Issue 779 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/05/MTSL-779-May-15-2014.pdf” save=”1″]

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Isis Update (4-30-14)

ISIS Delivers Mixed SMN Data and Phase III Program Details at AAN:  ISIS’ stock has sold off due to mixed data for SMN-Rx in infants and children.  There is not a lot of new data and most of it shows a benefit.  However, the negative focus has been on patient deaths that were not drug[…]

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MTSL Issue #777 – A Minute Seems Like A Lifetime

April 17, 2014 Below is a pdf for MTSL Issue #777 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/04/MTSL-777-April-17-2014.pdf” save=”1″]

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Pharmacyclics Update (5-23-14)

PCYC – EHA Abstracts & Marketing VP Quits – Can It Get Any Noisier Right Before ASCO? The availability of EHA abstracts and the announcement that Paula Boultbee, a VP of Marketing, has resigned – taken together has led to significant pressure on PCYC stock. After the ASCO abstracts revealed to us that Imbruvica’s competitive[…]

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Novavax Update (4-28-14)

NVAX – RSV Vaccine Dose Confirmatory Trial Highly Successful – After the close, Novavax announced positive top-line safety and immunogenicity data from its RSV-F protein nanoparticle vaccine candidate in a Phase 2 clinical trial in 720 women of childbearing age.  The randomized, blinded, placebo-controlled Phase 2 study was designed to evaluate the immunogenicity and safety[…]

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Biotechs Update (4-14-14)

Special Update – Biotech Stock Sentiment Goes From Bad To Worse When the sector broke the March 28th lows last Monday (4/4), biotech stocks continued their violent Spring downfall. Despite the blink of an attempt at a recovery when the Fed minutes were released as bullish (4/9) – the “short any rally” mentality resumed on[…]

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