H2 OUTLOOK CNDO, OGXI, SGMO: MTSL Stock of the Year Recommendation Coronado BioSciences has pulled back from an intraday high of $12.70 (on 4/23) to $7.55. The stock is still up 67% YTD, however the pullback from the high is no doubt a meaningful one…
INCY – Abundance of Positive News – Solid Bari Long-Term Phase II Data, Jakafi Label Expansion, NVS Begins Hodgkin’s Lymphoma Study – Reiterate BUY – INCY and partner Eli Lilly released positive 52-week efficacy and safety data from the open-label, long-term extension of the Phase IIb JADA study of baricitinib (“bari”) in patients with active[…]
May 23, 2013 Below is a pdf for MTSL Issue #755 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/05/MTSL-755-May-23-2013.pdf” save=”1″]
ASCO ABSTRACTS CONFIRM BULLISH STANCE ON PCYC AND INCY â Â Keeping it simple, two key abstracts were released online last night for the upcoming ASCO conference (5/31-6/4, Chicago) support our favorable thesis on INCY and PCYC (). Incyteâs INCY’s Jakafi improves bone marrow fibrosis â Abstract #7030 is a study evaluating BM fibrosis in MF[…]
June 20, 2013 Below is a pdf for MTSL Issue #757 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/06/MTSL-757-June-20-2013.pdf” save=”1″]
June 6, 2013 Below is a pdf for MTSL Issue #756 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/06/MTSL-756-June-6-2013.pdf” save=”1″]
ISIS & ASCO APO & CRP: Blockbuster Alphabet Soup for ISIS? Among its broad and deep R&D pipeline, ISIS has two potential home run compounds with important Phase II clinical data due by mid-year â each addressing multiple blockbuster drug markets. In our view, a successful result from either candidate is likely to establish ISISâ[…]
INCY Knows JAK Incyte Pharmaceuticals (INCY) is an MTSL recommendation and one of the few stocks that trades below its BUY LIMIT. In our February 15 update (Issue #748), we suggested that the Q4:12 quarterly report was a pivotal turning point for the company; and the stock subsequently had begun to make its move and[…]
DUNE â HANDICAPPING THE WORMSIGN CNDO â The Best and Worst Case Scenarios of TRUST I, Possible Stock Outcomes and Protection Strategies â Top-line results from the TRUST I clinical trial of Coronadoâs TSO in patients with Crohnâs disease (CD) will be released in the fourth quarter. Based upon the timing of the completion of[…]
May 27, 2013 Tiny Biotech Developing Drugs Akin To Biogen’s Rituxan Seen As Potential Buyout Bet Written By Gene Marcial, Contributor Welcome to the super-sized Tiny Biotech Developing Drugs Akin To Biogen’s Rituxan Seen As Potential Buyout Bet. Unfortunately for investors in the arcane world of biotechnology, biotech stocks haven’t fully participated in the market’s[…]
ASCO ABSTRACTS CONFIRM BULLISH STANCE ON PCYCÂ â Keeping it simple, two key abstracts were released online last night for the upcoming ASCO conference (5/31-6/4, Chicago) support our favorable thesis on PCYC and INCY (see INCY update). PCYCâs ibrutinib combination in NHL – Abstract #8502 is a study testing the combination of ibrutinib plus standard[…]
May 9, 2013 Below is a pdf for Issue 754 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/05/MTSL-754-May-9-2013.pdf” save=”1″]
