MDCO – The Medicines Company’s Cangrelor Turned Down By FDA Panel – While we are obviously disappointed with today’s vote (7-2 against approval), the FDA briefing documents from Monday morning predicted a negative outcome. Furthermore, the share price, in our view, has already discounted much of this bad news. While cangrelor was an important but[…]
MTSL Issue #772 – First Half 2014 Event Calendar
February 6, 2014 Below is a pdf for MTSL Issue #772 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/02/MTSL-772-February-6-2014.pdf” save=”1″]
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INCY & ISIS – THE NEXT PHASE
CHASING INCY – INCY Poised to Emerge as Oncology Powerhouse, Raising BUY LIMIT – The biggest driver of INCY’s value over the last year, and in our view, going forward has been the emergence of their oncology pipeline.
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The Medicines Company (1-9-14)
The Medicines Company (MDCO) – The transformation that began last year is expected to gain further momentum in 2014. The Company is delivering on its plan to become the leading acute care provider of medicines in the hospital setting – in acute cardiovascular care, surgical and perioperative medicine, and hospital-based infectious disease. At least three[…]
Pharmacyclics Update (2-12-14)
PCYC â Imbruvica Approved For CLL, The Big Market â The FDA has approved Imbruvica for the treatment of relapsed/refractory chronic lymphocytic leukemia (R/R CLL). In our view, CLL approval was highly likely to occur before the 2/28 PDUFA date. However, some believed that a) an FDA advisory panel was needed; and/or b) the RESONATE[…]
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Dick Davis Investment Digest (1-22-14)
January 22, 2014 Top Picks for 2014 Written By Nancy Zambell Welcome to the Dick Davis Investment Digest Top Picks for 2014. When we asked our contributors for their 2013 Top Picks, the Dow Jones Industrial Average had just closed out 2012 at 13,104.10. By the beginning of 2013, the DJIA was trading at 16,576.66—a[…]
The Life Sciences Report (1-15-14)
January 15, 2014 The Life Sciences Report: Sound Science, Innovative Ideas and a Sprinkle of Pixie Dust by : Tracy Salcedo-Chourré 2013 was a banner year for the life sciences sector, with biotech, pharmaceutical and medtech companies buoyed by advances in therapeutic techniques, a friendly regulatory environment, lucrative partnerships and the overall market upswing. The[…]
Novavax Update (1-9-14)
Novavax (NVAX) â Stocks of biotechnology companies that reach major inflection points tend to outperform for several years. After a major leap forward in 2013, NVAX is executing its clinical plan with a clearly defined and risk-adjusted strategy. NVAXâs addressable markets are approximately $4 billion per year. Global flu vaccines represent a $3 billion market[…]
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The Medicines Company (2-10-14)
MDCO – FDA Review Mixed – One Reviewer Very Negative On Cangrelor, The Other Recommends Approval – The briefing documents for Wednesday’s advisory committee were made available this morning. Despite the fact that the CHAMPION trial was successful and published in The New England Journal of Medicine with positive editorial comments, one FDA reviewer (Dr.[…]
MTSL Issue #771 – INCY & ISIS – THE NEXT PHASE
January 23, 2014 Below is a pdf for MTSL Issue #771 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/01/MTSL-771-January-23-2014.pdf” save=”1″]
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Moneyshow – Top Pros’ Top Picks (1-6-14)
January 6, 2014 Top Pros’ Top Picks Our top stock selection for 2014 has received three Breakthrough Therapy Designations (BTD) by the FDA, and subsequent approval, in November, for Imbruvica, a very safe pill that has shown unprecedented efficacy to treat mantle cell lymphoma (MCL), suggests John McCamant, editor of The Medical Technology Stock Letter.[…]
2013 MTSL Portfolio Review – We’re #1!
According to the Hulbert Financial Digest (HFD), the Trader’s Portfolio of the Medical Technology Stock Letter was the #1 performing Portfolio of 2013 – with a return of 215%. This was out of more than 500 portfolios tracked by Hulbert.