May 9, 2013 The Life Sciences Report: Six Superstars for Your Biotech Portfolio by : Tracy Salcedo The Life Sciences Report: The consensus is that biotech is on the upswing and that it may be a safer bet for investors than gold or energy at this point in time. Do you agree? Can you tell[…]
Novavax Update (4-25-13)
NovaVax – Why VLPs are VIPs. The key to the NVAX vaccine platform technology is the use of virus-like particles (VLPs) to safely deliver key immune-identifying proteins to the body. Importantly, proof of concept is in place as VLPs are recombinant particles similar to currently marketed vaccines. Merck’s Recombivax HB and GSK’s Engerix B are recombinant[…]
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Alkermes Update (4-17-13)
Alkermes (4/17/13)â Positive MDD Data Supports Increased BUY LIMIT and TARGET PRICE Alkermes eleased rather positive Phase II data from ALKS 5461 for the treatment of major depressive disorder (MDD). â5461 is a non-addictive opioid modulator, a combination of ALKS-33 and buprenorphine. The Phase II trial was highly statistically significant across major depression endpoints. The[…]
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MTSL Issue #752
April 12, 2013 Below is a pdf for Issue 752 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/05/MTSL_752_April_12_2013.pdf” save=”1″]
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Pharmacyclics Update (5-2-13)
Pharmacyclics (5/2/13) â Ibrutinib On Market In 2013 Now Highly Likely; Synergy With Almost Every Hem/Onc Drug Around Leading To Widespread Combination Therapy â REITERATE BUY. The Pharmacyclicsâ first quarter conference call included more positive details that can be included in a short note. In a nutshell, the company will now be officially filing for approval[…]
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PLENTIFUL PLATFORMS
PLENTIFUL PLATFORMS Several of the MTSL Portfolio Companies have business models based on proprietary platform technologies. Platform technologies are attractive for several reasons. Among the favorable investment characteristics, platforms provide the following: â¢Cutting edge technology â¢Multiple compounds, partners, therapeutic classes â¢Significant diversification/relatively lower risk â¢Initial drug candidates may be partnered earlier in development â¢Begins to[…]
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Novavax Update (4-2-13)
NovaVax released positive Phase II data from their respiratory syncytial virus (RSV) vaccine development candidate, RSV-F. RSV-F exhibited a robust antibody response and clean safety profile in the trial that enrolled 330 women of childbearing age. The trial is a major step towards the commercial viability of the very first RSV vaccine candidate ever for use[…]
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ORPHANS FIND A HOME
ORPHANS FIND A HOME Orphan drugs (OD) have been a part of the biotech industry almost from its inception. The pioneer in Orphan Drug development is Genzyme, which was acquired by Sanofi last year to take advantage of the OD business model. Orphan Drugs resulted from the Orphan Drug Act (ODA) of 1983. (Think of[…]
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MTSL Issue #753
April 25, 2013 Below is a pdf for Issue 753 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/05/MTSL-753-April-25-2013.pdf” save=”1″]
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Pharmacyclics Update (4-24-13)
Pharmacyclics (4/24/13) â Completes Enrollment of RESONATE and SPARK Well Ahead of Schedule â Continue to Expect Ibrutib on Market This Year, Ahead of All Expectations. Completion of both trials, RESONATE (CLL) and SPARK (MCL), approximately 6-9 months ahead of forecasts supports our belief that ibrutinib is on track to be approved in the U.S. in[…]
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Pharmacyclics Update (4-17-13)
Pharmacyclics (4/17/13) â JNJ Opens Ibrutinib Early Access Program (EAP) – Expect FDA Filing By Q3/Approval By Year-End – Raising BUY LIMIT to 90 and TARGET PRICE to 125 Last night, Janssen (in conjunction with Pharmacyclics) filed a Phase 4 Open Label Treatment Protocol for patients with relapsed/refractory mantle cell lymphoma (MCL) on www.clinicaltrials.gov. This early[…]
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