MTSL Issue #770 – We’re #1! 2013 MTSL Portfolio Review. Subscribe to the Medical Technology Stock Letter from BioInvest today!
January 3, 2014 Why Following the Winners Is for Losers by Mark Hulbert “Past performance is no guarantee of future results.” This phrase, ubiquitous in the small print of financial products, often falls on deaf ears, according to Adam Reed, a finance professor at the University of North Carolina at Chapel Hill. “Investors have a[…]
PCYC â ASH DATA CONTINUES TO DIFFERENTIATE IBRUTINIB DESPITE THE NOISE â REITERATE BUY â Despite the aggressive stock sell-off, data at the ASH conference this past week further cements ibrutinib as the new standard of care in MCL and CLL. While updated data from GILD (idelalisib, Syk inhibitor), Roche (Rituxan, GA-101), AbbVie (ABT-199), INFI[…]
November 19, 2013 Novavax: Progress Against the Flu One of our core biotech holdings surprised us by publishing positive results in the most recent online edition of The New England Journal of Medicine (NEJM), notes John McCamant, editor of The Medical Technology Stock Letter. Novavax (NVAX) released its Phase I trial of 284 subjects injected[…]
January 10, 2014 Top Pros’ Top Picks Stocks of biotechnology companies that reach major inflection points tend to outperform for several years. And our top speculative idea is a company that made a major leap forward in 2013, suggests Jay Silverman, editor of The Medical Technology Stock Letter. Novavax (NVAX) is executing its clinical plan[…]
December 23, 2013 Profits in Pain Prevention The Medical Technology Stock Letter had one of the best performing stocks in this past year’s Top Picks special; here, Jay Silverman updates his view on this biotech winner and highlights some potential new leaders for the coming year. Steve Halpern: We’re here today with biotech expert Jay Silverman[…]
INCY’s IDO & Cancer Immunotherapy – Treating cancer with immunotherapy has become one of the major “Hot New Classes†over the last year as the science, compounds and subsequent studies have demonstrated the ability to significantly extend the lives of cancer patients.
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PCYC â IMBRUVICA RESONATES â Pharmacyclics has stopped the Phase III RESONATE trial early due to positive efficacy. The trial was discontinued early because the primary and key secondary endpoints of progression-free survival (PFS) and overall survival (O/S) were met. As a reminder, RESONATE is a global Phase III trial testing ibrutinib versus ofatumumab in[…]
December 19, 2013 Below is a pdf for MTSL Issue #769 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/12/MTSL-769-December-19-2013.pdf” save=”1″]
December 5, 2013 Below is a pdf for MTSL Issue #768 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/12/MTSL-768-December-5-2013.pdf” save=”1″]
PCYCâs Imbruvica CLL Dose in Label, Approval Likely Sooner Than Later: The label for Imbruvica also includes the 90 pill per month dosage than will be used to treat CLL, in addition to the 120 pill per month dosage for MCL. The read through from this is the FDA is acknowledging there will be usage[…]
