Category: Company Updates

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Incyte Update (8-8-13)

INCY – Q2 Beats Street On Jakafi & Raises 2013 Forecast, Burgeoning Pipeline – Raising BUY LIMIT and PRICE TARGET. The key near-term driver for INCY is Jakafi growth and with the increased sales guidance, the company is delivering.  The drug’s overall profile continues to improve as witnessed by label expansion for patients with low[…]

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Pharmacyclics Update (7-10-13)

PCYC – Ibrutinib NDA Filed – Well Ahead of Expectations, in MCL and (surprise!) in CLL, Too – Expect Rapid FDA Turnaround And Street Numbers to Come Way Forward – Pharmacyclics’ filing on July 10 is well ahead of the September 30 company forecast, which is also three months ahead of initial forecast (end 2013)[…]

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Onyx Update (7-1-13)

ONXX – AMGN Bid Sets Biotechs On Fire and Sets A New Valuation on The New Blockbuster Drugs Fourth of July fireworks have come early for the Biotechs as the BTK and NBI are both up over 3% on ONXX takeover speculation. The spark was ONXX disclosed it rejected a takeover bid from Amgen for[…]

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Pharmacyclics Update (5-16-13)

ASCO ABSTRACTS CONFIRM BULLISH STANCE ON PCYC  – Keeping it simple, two key abstracts were released online last night for the upcoming ASCO conference (5/31-6/4, Chicago) support our favorable thesis on PCYC and INCY (see INCY update). PCYC’s ibrutinib combination in NHL – Abstract #8502 is a study testing the combination of ibrutinib plus standard[…]

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Pharmacyclics Update (8-8-13)

PCYC – Q2 CC – Introducing The Ibrutinib Commercial Powerhouse; Raising BUY LIMIT and TARGET PRICE – As the days countdown to the final FDA approval, PCYC has enlisted a truly impressive lineup to launch ibrutinib in the U.S. The company has prepared its sales, marketing and medical affairs departments, led by experienced industry executives[…]

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Novavax Update (7-5-13)

NVAX – Novavax Announces Positive Results of RSV F Protein Vaccine in Elderly – Paving Way For The Ultimate INFLUENZA/RSV Combination Vaccine  – Raising BUY LIMIT and TARGET PRICE – The successful trial exhibited evidence of a real vaccine across the board. In 220 patients, the F-Protein vaccine: a) was well-tolerated without any vaccine-related serious[…]

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Isis Update (6-24-13)

ISIS Delivers Powerful Phase II Data for APOCIII-Rx – Raising BUY LIMIT and PRICE TARGET – Isis has presented rather positive Phase II data for APOCIIIRx in patients with high triglycerides and Type 2 diabetes at the American Diabetes Association (ADA) meeting.  In our view, this is a major unexpected surprise in the ISIS story[…]

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Incyte Update (5-16-13)

ASCO ABSTRACTS CONFIRM BULLISH STANCE ON PCYC AND INCY –  Keeping it simple, two key abstracts were released online last night for the upcoming ASCO conference (5/31-6/4, Chicago) support our favorable thesis on INCY and PCYC (). Incyte’s INCY’s Jakafi improves bone marrow fibrosis – Abstract #7030 is a study evaluating BM fibrosis in MF[…]

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Novavax Update (7-31-13)

NVAX – ISCONOVA DEAL SOUND STRATEGIC MOVE – BUY NVAX AHEAD OF CLOSING – BUY UNDER 3 1/2, TARGET PRICE 8.  Novavax announced today that as of yesterday (the initial Offer deadline), approximately 97.4% of the common stock and 100% of the warrants issued by Isconova (ISO, www.isconova.com), respectively, have been tendered. As a result,[…]

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Coronado Update (7-5-13)

CNDO –  TRUST-1 Fully Enrolled (And Then Some) On Schedule, The Clock Is Set – CNDO Now Under BUY LIMIT.  Coronado announced completion of enrollment of TRUST-I, its Phase II clinical trial with TSO (Trichuris suis ova or CNDO-201) in 250 Crohn’s disease patients. As expected, top-line data is expected in the fourth quarter –[…]

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Incyte Update (6-13-13)

INCY – Abundance of Positive News – Solid Bari Long-Term Phase II Data, Jakafi Label Expansion, NVS Begins Hodgkin’s Lymphoma Study – Reiterate BUY – INCY and partner Eli Lilly released positive 52-week efficacy and safety data from the open-label, long-term extension of the Phase IIb JADA study of baricitinib (“bari”) in patients with active[…]

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Pharmacyclics Update (5-2-13)

Pharmacyclics (5/2/13) – Ibrutinib On Market In 2013 Now Highly Likely; Synergy With Almost Every Hem/Onc Drug Around Leading To Widespread Combination Therapy – REITERATE BUY.  The Pharmacyclics’ first quarter conference call included more positive details that can be included in a short note. In a nutshell, the company will now be officially filing for approval[…]

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