Pacira Update (3-2-2015)
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Category: Company Updates
Anthera Update (2-10-15)
Anthera Update (2-10-15) ANTH – B-Mod Passes Futility Analysis, Signaling A Signal – REITERATE BUY – Anthera announced a successful interim look of the CHABLIS-SC1 Phase 3 trial of blisibimod in patients with Systemic Lupus Erythematosus (SLE) and that the study should continue to completion as planned.
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Isis Update (12-9-2014)
Special ASH Update for ISIS ISIS Factor XI Data Published in NEJM, 2nd Time in One Week: Isis has been an unexpected star at ASH as they have released the final Phase II data for ISIS-FXI at ASH and were also published in the New England Medical Journal. The data showed a significant reduction (seven-fold[…]
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Novavax Update (10-27-14)
BioInvest News for NVAX – Novavax Enters Ebola Vaccine Race with a Bang – After remaining mum during the recent Ebola hype-fest, NVAX waited until they had truly legitimate news to report. This weekend, the company released positive preclinical Ebola vaccine data in guinea pigs at the 8th Vaccine and ISV Conference in Philadelphia (10/26).[…]
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Pharmacyclics Update (2-26-15)
 Special Update BioInvest News for PCYC  â Buyout Rumor Lifts Cancer Stocks â Bloombergâs report today that Pharmacyclics is in play with partner JNJ and Novartis leading the potential bidders sent PCYC stock up 16%. The story almost immediately lifted the stocks of a slew of biotech names that are developing cancer drugs, as traders quickly pounced on[…]
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Pharmacyclics Update (1-13-15)
Special Update -Â PCYC â Imbruvicaâs Flies To Blockbuster Status; Solid Tumor/I-O Potential Even Larger â Raising TARGET PRICE â At the JPM presentation, PCYC surprised everyone with guidance for Imbruvica sales. The Company, one of the most conservative with regards to public forecasts, had not previously provided any number with regards to Imbruvica sales. Moreover,[…]
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Pharmacyclics Update (9-10-14)
Special Update – PCYC Scores VA Contract, PCYC Shares Still Undervalued â In breaking news, PCYC has been awarded a large Veterans Affairs (VA) contract for Imbruvica. Details â VA â A Large Buying Group: The following information was posted today (dated September 4, 2014) Solicitation Number: VA797P14R0033 Contract Award Date: September 4,[…]
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Pharmacyclics Update (5-23-14)
PCYC â EHA Abstracts & Marketing VP Quits – Can It Get Any Noisier Right Before ASCO? The availability of EHA abstracts and the announcement that Paula Boultbee, a VP of Marketing, has resigned â taken together has led to significant pressure on PCYC stock. After the ASCO abstracts revealed to us that Imbruvicaâs competitive[…]
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Pharmacyclics Update (2-25-15)
Special Update BioInvest News for PCYC  â Comments On The JNJ/NVS Acquisition Article On Bloomberg â For a long time, our view was that Imbruvica was a blockbuster drug, may be the best selling cancer drug ever, and its future continues to get brighter. With $1 billion in U.S. sales alone predicted for its second year on[…]
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‘Access to Management’ Conference Call with Novavax (12-19-14)
(for subscribers only) Listen to the ‘Access to Management’ Conference Call we had with the Novavax Management Team on Friday, December 19, 2014 where we discussed what’s in the Novavax pipeline, offered a brief R&D Summary and had a Q&A session with subscribers.
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Pharmacyclics Update (7-23-14)
SPECIAL UPDATE â PCYC â GILD Severely Restrictive Zydelig Label Underscores Imbruvicaâs Superior Profile â Reiterate BUY – Gilead received approval midday for Zydelig (idelalisib) for three blood cancers â refractory CLL, indolent FL and SLL â some what ahead of the August/September PDUFA dates. Â While the approvals were widely expected, the strict BLACK BOX[…]
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Pharmacyclics Update (5-2-14)
PCYC â Imbruvica Handily Beats Consensus, Co. Issues Ultra-Conservative Guidance, Autoimmune Underway, ASCO Nearing & An MM Signal Note â The Shorts Last Gasp PCYC shares have come under pressure after posting $56 m. in Imbruvica sales ($52 m. end user sales), well above $41 m. consensus. The company issued initial guidance for the rest[…]
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