Pharmacyclicsâ stock is on fire as the company has presented outstanding data for ibrutinib at the American Society of Hematology meeting. We know we sound biased but the bottom line is: ibrutinib really is an unbelievable drug and the data at ASH is overwhelmingly positive in so many ways. It’s doing everything one could dream[…]
Anthera Update (11-30-12)
Anthera’s CFO and Chief Medical Officer explained the detailed plans for the blisibimod (B-mod) Phase III program at the recent Piper Jaffray conference.  The Phase III development program was blessed by the FDA in September and the EU regulatory agency in April. The first Phase III – CHABLIS1 will start where PEARL was done – Asia/Pacific/S.[…]
Pacira Update (11-20-12)
Pacira had good news this morning and the stock is up modestly. The company announced results from the first IMPROVE study to complete its prospective Phase 4 clinical program. The IMPROVE studies compare the difference in opioid use, total hospital cost and length of stay (LOS) between patients receiving Exparel (bupivacaine liposome injectable suspension) as[…]
MTSL Issue #742
November 16, 2012 Below is a pdf for Issue 742 of the Medical Technology Stock Letter. [gview file=”http://50.87.166.114/wp-content/uploads/2013/03/MTSL-742-November-16-2012-1.pdf” save=”1″]
Forbes (12-8-12)
December 8, 2012 Don’t Be Surprised If Underpriced Small-Cap Biotechs Catch Investors’ Eye Once Again Written By Gene Marcial, Contributor Biotechnology stocks haven’t produced much excitement for investors this year, partly because the Presidential elections and national politics usurped much of the news headlines. So Wall Street and most investors have had little chance or inclination to focus[…]
MTSL Issue #743
November 30, 2012 Below is a pdf for Issue 743 of the Medical Technology Stock Letter. [gview file=”http://50.87.166.114/wp-content/uploads/2013/03/MTSL-743-November-30-2012.pdf” save=”1″]
BioMarin Update (11-16-12)
BioMarin’s stock is up significantly since the last Issue. The trigger for the strong price move was positive data from their Phase III trial in patients with the rare genetic disorder known as Morquio A Syndrome. The patients treated with a weekly infusion of GALNS were able to walk an average of 22.5 meters further[…]
Nektar Update (11-16-12)
Nektarâs stock has had a horrible two weeks despite announcing positive top-line results from two Phase III trials and one safety extension trial in patients with non-cancer related pain and opioid-induced constipation (OIC). Last week, potential FDA concerns with CV risk associated with opioid withdrawal in chronic use of opioid antagonists became an investor issue[…]
2013 Top Stocks
John McCamant recommends in this year’s Top Stock picks from The Stock Advisors. Subscribers can read his full report on Pacira (see page 52) as well as learn more about all 70 stock recommendations in the PDF report below.
The Stock Advisors (11-27-12)
November 27, 2012 Isis Pharmaceuticals: Antisense Value by John McCamant, editor The Medical Technology Stock Letter Isis Pharmaceuticals (ISIS) has had a lots of news. The first was the announcement that the company will receive $1.1 million from Alnylam as its portion of the upfront fees from a collaboration with Genzyme. The company also announced that[…]
Anthera Update (11-16-12)
Anthera’s stock is down sharply since the last Issue. It appears that the company had been out trying to put together a private financing but could not execute the transaction. Hurricane Sandy made it almost impossible to conduct business normally and ANTH was not able to close a transaction. Alternatively, ANTH entered into an At Market[…]
Celgene Update (11-16-12)
Celgene’s stock is up since the last Issue on good news. The company announced that Abraxane has achieved overall survival (OS) is Phase III trial treating metastatic pancreatic cancer patients. CELG did not provide any exact results as they plan to present the data at an upcoming scientific meeting. We do know that the company designed[…]