UT San Diego – Biotech (9-23-13)

September 23, 2013 Isis rises again on drug data by Bradley J. Fikes for The Union Tribune San Diego CARLSBAD — Shares of Isis Pharmaceuticals jumped up to 10 percent Monday after it reported more good clinical trial data for . Isis reached an intraday high of $39.83 before closing Monday at $38.48, up 6.7 percent[…]

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Isis Update (9-19-13)

ISIS – Sustainable Responses Reported in Updated Phase I Data for SMN-Rx in Children with SMA:  Isis announced this morning follow-up preliminary data from a single dose, open-label Phase I study of SMN-Rx in children with spinal muscular atrophy (SMA), show that most SMA children receiving the two highest doses of the drug (6 mg[…]

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The Music Never Stops

THE MUSIC NEVER STOPS We have compiled a reasonably comprehensive table summarizing, in detail, the key clinical and regulatory events of the entire MTSL Portfolio for the remainder of 2013.  As noted above, multiple company events are approaching – several of which are important value drivers and, as such, MTSL continues to keep subscribers abreast[…]

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MDCO – To Bleed Or Not To Bleed, They Answer The Question

The Medicines Company (MDCO – $30.92) – To Bleed Or Not Bleed, They Answer The Question New Recommendation – MDCO – The Medicines Company (MDCO) is a new recommendation at MTSL with a BUY UNDER 35 with TARGET PRICE of 50.  Focused on acute care medicine in the hospital setting, MDCO markets three proprietary drugs, has[…]

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UT San Diego – Biotech (9-19-13)

September 19, 2013 Isis jumps on drug trial data by Bradley J. Fikes for The Union Tribune San Diego Isis Pharmaceuticals shares jumped 14 percent Thursday after the biotech company released positive preliminary Phase 1 results for its spinal muscular atrophy drug. Shares of Carlsbad-based Isis closed at $36.27, up $4.47 from Wednesday. The company’s market[…]

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Incyte Update (8-21-13)

Incyte’s Jakafi Delivers Great Phase II Pancreatic Data:  Incyte (INCY) has reported great top-line results from their Phase II, randomized, double-blind, placebo-controlled RECAP trial of Jakafi in combination with capecitabine in patients with recurrent or treatment refractory metastatic pancreatic cancer. The hazard ratio (HR) for overall survival (OS) in the intent to treat population was[…]

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Isis Update (9-3-13)

ISIS Delivers Powerful Phase II Data for APOCIII-Rx – Raising BUY LIMIT and PRICE TARGET – Isis has presented rather positive Phase II data for APOCIIIRx in patients with high triglycerides and Type 2 diabetes at the American Diabetes Association (ADA) meeting.  In our view, this is a major unexpected surprise in the ISIS story[…]

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Incyte Update (8-8-13)

INCY – Q2 Beats Street On Jakafi & Raises 2013 Forecast, Burgeoning Pipeline – Raising BUY LIMIT and PRICE TARGET. The key near-term driver for INCY is Jakafi growth and with the increased sales guidance, the company is delivering.  The drug’s overall profile continues to improve as witnessed by label expansion for patients with low[…]

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Pharmacyclics Update (8-29-13)

PCYC – Ibrutinib One Step Closer To Market – FDA Accepts NDA for Ibrutinib In MCL and CLL/SLL and Grants Priority Review – Exactly 60 days after the filing (6/28), the FDA completed their review and determined that the application is sufficiently complete to permit a substantive review for both previously treated mantle cell lymphoma[…]

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Isis Update (9-9-13)

ISIS And BIIB Ink Another Big Deal For Neuro:  Isis and Biogen Idec have entered into a broad, multi-year collaboration to leverage antisense technology to advance the treatment of neurological diseases. The agreement combines BIIB’s expertise in neurology with ISIS’ leadership in antisense technology to develop novel therapies to treat neurological disorders. This is the[…]

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Moneyshow – The Daily Guru (8-26-13)

August 26, 2013 Biotechs Target Pain and Flu by Steven Halpern for The Daily Guru The Daily Guru Biotechs Target Pain and Flu. Jay Silverman, biotech analyst at The Medical Technology Stock Letter, looks at some favorite biotech stocks that are addressing potentially large, new markets. Steve Halpern: We’re here today with Jay Silverman of[…]

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Pharmacyclics Update (8-8-13)

PCYC – Q2 CC – Introducing The Ibrutinib Commercial Powerhouse; Raising BUY LIMIT and TARGET PRICE – As the days countdown to the final FDA approval, PCYC has enlisted a truly impressive lineup to launch ibrutinib in the U.S. The company has prepared its sales, marketing and medical affairs departments, led by experienced industry executives[…]

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