Five Prime Therapeutics’ (FPRX) Protein Platform Technology Ready For Prime Time – Five Prime is a classic early-stage platform company with, in our view, a proprietary and powerful technology based on management’s broad experience and unique understanding of proteins.
Biotech Stocks – Major Sentiment Shift Driven By Congressional Letter To GILD Over Sovaldi Pricing Leads To Widespread Heavy Selling In our most recent Issue (3/20), we mentioned that biotech stocks have finally succumbed to a selloff that’s been long overdue. Today’s action continues that downslide with the feeling of a true capitulation – volume[…]
SuperBios: Amgen, Biogen, Celgene & Gliead – These four companies (a.k.a. The Four Horsemen) have emerged as the leaders of the biotechnology sector and have become true global players that, due to their size and innovation, can compete evenly with the Big Phama companies on the traditional pharmaceutical fronts.
March 6, 2014 Below is a pdf for MTSL Issue #774 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/03/MTSL-774-March-6-2014.pdf” save=”1″]
April 3, 2014 Below is a pdf for MTSL Issue #776 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/04/MTSL-776-April-3-2014.pdf” save=”1″]
Pharmacyclics (3/25/13) â BEAR RAID GIVES US OPPORTUNITY, PCYC BACK UNDER BUY LIMIT â Last week, Pharmacyclics shares dropped precipitously on the heels of several items â none of which were directly related to ibrutinibâs clinical trials, approval timeline and, hence, commercial potential. First, both ARIAâs Iclusig and ONXXâ Krypolis â two of the most[…]
March 12, 2014 Three Favorites from a Biotech Expert Biotechnology analyst Jay Silverman shares his outlook for the sector and the growing trend for large drug firms to acquire successful biotech firms. The editor of The Medical Technology Stock Letter also highlights a trio of current favorites in the sector., editor of . Steve Halpern:[…]
February 20, 2014 Below is a pdf for MTSL Issue #773 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/02/MTSL-773-February-20-2014.pdf” save=”1″]
The Medicines Company – Judge In Angiomax Patent Dispute Validates MDCO Patents But Declares Hospira Does Not Infringe A judge in the U.S. District Court of Delaware ruled that two MDCO patents in The Medicines Co. vs. Hospira (HSP) case were valid. On the other hand, he also ruled that there was insufficient evidence that[…]
March 20, 2014 Below is a pdf for MTSL Issue #775 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/03/MTSL-775-March-20-20141.pdf” save=”1″]
MTSL Special Update â Biotech Stocks â Recent Selloff Reminiscent of Typical Sharp Pullbacks â Update & A Few Charts, Plus INCY, SGMO & PCYC Biotech stocks continue to be one of the strongest performers of the year (NBI +13%). However, the past week or so provided another meaningful selloff. In light of the strength[…]
PCYC – Understanding The New CLL Label & Introducing The Autoimmune Program – Raising BUY LIMIT and TARGET PRICE
