Category: Company Updates

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Medicines Company Update (6-23-15)

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…

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Pharmacyclics Update (2-26-15)

 Special Update BioInvest News for PCYC  – Buyout Rumor Lifts Cancer Stocks – Bloomberg’s 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 - PCYC – Imbruvica’s Flies To Blockbuster Status; Solid Tumor/I-O Potential Even Larger – Raising TARGET PRICE – 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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Medicines Company Update (4-9-15)

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…

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Pharmacyclics Update (3-5-15)

Special Update – PCYC – A Final Word – 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[…]

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Pharmacyclics Update (2-25-15)

Special Update BioInvest News for PCYC  – Comments On The JNJ/NVS Acquisition Article On Bloomberg – 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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Ziopharm Update (4-2-15)

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, …

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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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