Pharmacyclics Update (4-10-13)

Pharmacyclics (4/10/13) –Major Ibrutinib Competitor – ABT-199 – Still Seeing Tumor Lysis Syndrome; Richter’s Transformation Issues Completely Overblown. At the AACR, Rod Humerickhouse, M.D., Ph.D. of AbbVie presented an update on ABT-199, a Bcl-2 inhibitor, under development for hematologic malignancies similar to PCYC ibrutinib.  Recall back in January, AbbVie suspended trials as two patients died from tumor lysis syndrome due (TLS) to[…]

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BIOTECH RISK MANAGEMENT – AN OXYMORON?

Biotech Risk Management – An Oxymoron? With the vast majority of companies in the development stage and/or whose success is dependent on one key drug, biotechnology stocks are inherently quite volatile. Although the sector’s sizable rewards have been well documented of late, the outsized risks frankly never disappear. With many stocks trading at 52-week and/or[…]

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Incyte Update (3-18-13)

Incyte’s stock is down this morning after disclosing that a UK patient taking Jakafi has died from a rare brain infection, progressive multifocal leukoencephalopathy (PML). It is unclear whether Jakafi caused the infection and that it is the only reported case among nearly 10,000 patients who have taken the drug.  A review of the clinical[…]

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BEST IN CLASS OR BUY THE CLASS

March 1, 2013 BEST IN CLASS OR BUY THE CLASS II After the last MTSL Issue (#748) titled “The New Hot Classes” – “super pills” for hepatitis C, and small molecule inhibitors of the novel targets BTK, Pi3K, JAK and PCSK9 – the ideal sequel to that subject is “Best In Class or Buy The[…]

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Pharmacyclics Update (4-5-13)

Pharmacyclics (4/5/13) – Ibrutinib – Expanding the Potential – Pancreatic Cancer, Combination Therapies and Recovery of Functional Immunity – Reiterate BUY UNDER 80 and TARGET PRICE OF 115. The AACR meeting begins this weekend in Washington, D.C. An overwhelming number of studies by every oncology company, both preclinical and human trials, are due to be[…]

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Aastrom Update (3-27-13)

Aastrom (3/27/13) – ASTM Restructures to Focus on Orphan Drug Indication, Lowering BUY and TARGET PRICE – Aastrom dropped a bomb premarket today when new CEO, Dominick Colangelo, announced that the company is shelving their Phase III CLI program and cutting half their workforce after completing a comprehensive strategic review.  ASTM will now focus on[…]

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MTSL Issue #750

March 15, 2013 Below is a pdf for Issue 750 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/03/MTSL-750-March-15-20131.pdf” save=”1″]

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Pacira Update (3-01-13)

Pacira posts Phase 3 nerve block study; completes EXPAREL pilot hernia study. Pacira has posted the design and is about to begin a Phase III nerve block study with EXPAREL in patients undergoing thoracic surgery. The trial will enroll 180 patients and data collection is due by August.  Nerve block is the next major market for[…]

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MTSL Issue #751

March 29, 2013 Below is a pdf for Issue 751 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/03/MTSL-751-March-29-2013.pdf” save=”1″]

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Pharmacyclics Update (3-25-13)

Pharmacyclics (3/25/13) – BEAR RAID GIVES US OPPORTUNITY, PCYC BACK UNDER BUY LIMIT – Last week, Pharmacyclics shares dropped precipitously on the heels of several items – none of which were directly related to ibrutinib’s clinical trials, approval timeline and, hence, commercial potential.  First, both ARIA’s Iclusig and ONXX’ Krypolis – two of the most[…]

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Pharmacyclics Update (3-06-13)

Janssen (JNJ) Begins Ibrutinib Long-Term Extension Study.  Pharmacyclics’ partner Janssen has filed to begin a Phase 3b study, enrolling 200 patients who have participated in ibrutinib studies. This is a long-term follow-up study to give patients ibrutinib for up to 3 years, a logical trial to continue to monitor the long-term safety and efficacy of[…]

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MTSL Issue #749

March 1, 2013 Below is a pdf for Issue 749 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/03/MTSL-749-March-1-2013C.pdf” save=”1″]

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