BIOINVEST BREAKING NEWS – Special Update – OncoGenex (OGXI) – Custirsen Misses First Shot on Goal as PP Subset Fails to Deliver in Phase III AFFINITY, Overall Trial Continues as ITT Population Passes Both Futility & Safety Hurdle. Read more…
Special Update – The Medicines Company (MDCO) – ALN-PCS Data Appear To Be Best Case Scenario – The ALN-PCS (PCSK-9 RNAi) data presented today (8/30) at the European Society of Cardiology (ESC, London) – albeit only Phase I results – have met or exceeded consensus expectations on the three main criteria that might lead to a Best-In-Class blockbuster drug for reducing read more…
Special Update – The Medicines Company (MDCO) – Angiomax Pre-Announcement Now Discounts Patent Loss – The Reincarnation Is Around The Corner. Q1 Angiomax Shortfall Not Entirely Unexpected. In our last Issue, we mentioned that based upon the judge’s comments from the March trial, Hospira is very optimistic that they will win the Angiomax patent lawsuit. read more…
Special Update â PCYC â A Final Word â It is with bittersweet sorrow that ABBV stepped in to acquire Pharmacyclics at $261.25 per share or $21 billion in a mix of cash and stock. In our 27 years researching biotech stocks, we have never witnessed the creation of wealth in such a short time with the[…]
BIOINVEST BREAKING NEWS – Special Update – OncoGenex (OGXI) – Rainier Fails To Show A Benefit in Apatorsen in Metastic Pancreatic Cancer; Not Really A Surprise & Many More Shots To Go – Our BUY Thesis Remains Intact – While we do not have exact details, the addition of apatorsen to ABRAXANE and gemcitabine did not demonstrate a survival benefit compared to ABRAXANE and gemcitabine alone.. read more…
Special Update – NVAX – Positive Phase II RSV Vaccine Data De-Risks The Crown Jewel – Raising Buy Limit and Target Price – In the large Phase II trial, NVAX has delivered excellent RSV F protein vaccine data in the most difficult-to-treat elderly population (>60 years old). The study is the first ever demonstration of efficacy of an active RSV vaccine in humans, read more…
ZIOP/XON Form Solid Partnerships With Merck KgaA & NCI CAR-T Superstar Rosenberg for Solid Tumors – ZIOP’s partner Intrexon (XON) has delivered two more exciting partnerships that ZIOP receives 50% of all assets and economics. The fact that the deals were both primarily announced by XON has caused a bit of confusion. For example, …
Pacira Update (3-2-2015)
BIOINVEST BREAKING NEWS – Special Update – Anthera (ANTH) – Ending Japanese Deal Is No Big Deal; All B-Mod/Sollpura Programs/Timelines Unchanged – Reiterate BUY – Despite helping financially when ANTH needed the funds last year, no Wall Street models included a Japanese approval for IgAN. The receipt of a termination notice from its development partner in Japan, Zenyaku, was “at will” and alleged no breach of the License Agreement by Anthera. read more…
Special Update – The Medicines Company (MDCO) – FDA Approval of Kangreal Continues Impressive 2015 Turnaround; BUY MDCO – In a testament to management’s perseverance as well as restoring their credibility since last year’s CRL, the approval of cangrelor is a remarkable turnaround of a drug that is to be an important near-term component of the MDCO transformation. Kangreal (brand name) is indicated as an adjunctive therapy to percutaneous coronary intervention (PCI) for reducing periprocedural thrombotic events in patients who read more…
Anthera Update (3-17-15)
 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[…]
