August 10, 2013 A Brief Look At Shorts Short Interest Analysis of the MTSL With the vast majority of public companies still in the development stage and therefore rely on a single lead compound for success or failure, short selling is common in biotech stocks. Short selling is the selling of a security that the[…]
July 25, 2013 Below is a pdf for MTSL Issue #759 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/07/MTSL-759-July-25-2013.pdf” save=”1″]
July 11, 2013 Best Bets in Biotech Written By Steven Halpern for The Daily Guru The Daily Guru Best Bets in Biotech. With the US facing an ageing population and Obamacare going online next year, biotech is about to enter its golden age, says John McCamant of Medical Technology Stock Letter. Steven Halpern: We’re here[…]
CNDO – TRUST-1 Fully Enrolled (And Then Some) On Schedule, The Clock Is Set – CNDO Now Under BUY LIMIT. Coronado announced completion of enrollment of TRUST-I, its Phase II clinical trial with TSO (Trichuris suis ova or CNDO-201) in 250 Crohn’s disease patients. As expected, top-line data is expected in the fourth quarter –[…]
NVAX â ISCONOVA DEAL SOUND STRATEGIC MOVE â BUY NVAX AHEAD OF CLOSING â BUY UNDER 3 1/2, TARGET PRICE 8. Novavax announced today that as of yesterday (the initial Offer deadline), approximately 97.4% of the common stock and 100% of the warrants issued by Isconova (ISO, www.isconova.com), respectively, have been tendered. As a result,[…]
DRINK THE NEKTAR NEKTAR NKTR â H2 Filled With Events Across Deep Pipeline, Focus â181 Data And Then Some â Nektar is expected to deliver progress in the second half of 2013 in various proprietary and partnered programs, highlighting the depth and breadth of its platform technologies. In Q3, partner AstraZeneca is expected to file[…]
PCYC â Ibrutinib NDA Filed â Well Ahead of Expectations, in MCL and (surprise!) in CLL, Too â Expect Rapid FDA Turnaround And Street Numbers to Come Way Forward â Pharmacyclicsâ filing on July 10 is well ahead of the September 30 company forecast, which is also three months ahead of initial forecast (end 2013)[…]
ONXX â AMGN Bid Sets Biotechs On Fire and Sets A New Valuation on The New Blockbuster Drugs Fourth of July fireworks have come early for the Biotechs as the BTK and NBI are both up over 3% on ONXX takeover speculation. The spark was ONXX disclosed it rejected a takeover bid from Amgen for[…]
Novavax vs. Medicago NVAX â Further Dive On Medicago Acquisition Emphasizes How Undervalued Novavax Is â REITERATE BUY On July 12, Medicago (MDG) announced intentions to be acquired by Japanâs Mitsubishi Tanabe Pharmaceuticals (MTP), valuing the company at $376 million (including the assumption of $32 million of net debt). Comparing this price with the Novavax[…]
July 11, 2013 Below is a pdf for MTSL Issue #758 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/07/MTSL-758-July-11-2013.pdf” save=”1″]
NVAX – Novavax Announces Positive Results of RSV F Protein Vaccine in Elderly – Paving Way For The Ultimate INFLUENZA/RSV Combination Vaccine – Raising BUY LIMIT and TARGET PRICE – The successful trial exhibited evidence of a real vaccine across the board. In 220 patients, the F-Protein vaccine: a) was well-tolerated without any vaccine-related serious[…]
ISIS Delivers Powerful Phase II Data for APOCIII-Rx â Raising BUY LIMIT and PRICE TARGET â 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[…]
