Category: Company Updates

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Pharmacyclics Update (9-10-14)

Special Update – PCYC Scores VA Contract, PCYC Shares Still Undervalued – In breaking news, PCYC has been awarded a large Veterans Affairs (VA) contract for Imbruvica.   Details – VA – 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 – 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 – taken together has led to significant pressure on PCYC stock. After the ASCO abstracts revealed to us that Imbruvica’s competitive[…]

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Novavax Update (4-28-14)

NVAX – RSV Vaccine Dose Confirmatory Trial Highly Successful – After the close, Novavax announced positive top-line safety and immunogenicity data from its RSV-F protein nanoparticle vaccine candidate in a Phase 2 clinical trial in 720 women of childbearing age.  The randomized, blinded, placebo-controlled Phase 2 study was designed to evaluate the immunogenicity and safety[…]

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Biotechs Update (3-24-14)

Biotech Stocks – Major Sentiment Shift Driven By Congressional Letter To GILD Over Sovaldi Pricing Leads To Widespread Heavy Selling In our most recent Issue (3/20), we mentioned that biotech stocks have finally succumbed to a selloff that’s been long overdue. Today’s action continues that downslide with the feeling of a true capitulation – volume[…]

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Pharmacyclics Update (7-23-14)

SPECIAL UPDATE – PCYC – GILD Severely Restrictive Zydelig Label Underscores Imbruvica’s Superior Profile – Reiterate BUY – Gilead received approval midday for Zydelig (idelalisib) for three blood cancers – refractory CLL, indolent FL and SLL – some what ahead of the August/September PDUFA dates.  While the approvals were widely expected, the strict BLACK BOX[…]

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Pharmacyclics Update (5-2-14)

PCYC – Imbruvica Handily Beats Consensus, Co. Issues Ultra-Conservative Guidance, Autoimmune Underway, ASCO Nearing & An MM Signal Note – 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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OncoGenex Update (4-28-14)

OncoGenex Update (4-28-14) OGXI – OncoGenex’ Custirsen SYNERGY Trial Falls Short – In a major disappointment, OGXI and their partner TEVA announced top-line SYNERGY results that fell short. 

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[*Breaking News*] 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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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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Isis Update (4-30-14)

ISIS Delivers Mixed SMN Data and Phase III Program Details at AAN:  ISIS’ stock has sold off due to mixed data for SMN-Rx in infants and children.  There is not a lot of new data and most of it shows a benefit.  However, the negative focus has been on patient deaths that were not drug[…]

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Biotechs Update (4-14-14)

Special Update – Biotech Stock Sentiment Goes From Bad To Worse When the sector broke the March 28th lows last Monday (4/4), biotech stocks continued their violent Spring downfall. Despite the blink of an attempt at a recovery when the Fed minutes were released as bullish (4/9) – the “short any rally” mentality resumed on[…]

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Biotechs Update (3-10-14)

MTSL Special Update – Biotech Stocks – Recent Selloff Reminiscent of Typical Sharp Pullbacks – Update & A Few Charts, Plus INCY, SGMO & PCYC Biotech stocks continue to be one of the strongest performers of the year (NBI +13%). However, the past week or so provided another meaningful selloff.  In light of the strength[…]

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