Category: Company Updates

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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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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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Novavax Update (4-25-13)

NovaVax – Why VLPs are VIPs. The key to the NVAX vaccine platform technology is the use of virus-like particles (VLPs) to safely deliver key immune-identifying proteins to the body.  Importantly, proof of concept is in place as VLPs are recombinant particles similar to currently marketed vaccines.  Merck’s Recombivax HB and GSK’s Engerix B are recombinant[…]

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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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Pharmacyclics Update (4-24-13)

Pharmacyclics (4/24/13) – Completes Enrollment of RESONATE and SPARK Well Ahead of Schedule – Continue to Expect Ibrutib on Market This Year, Ahead of All Expectations. Completion of both trials, RESONATE (CLL) and SPARK (MCL), approximately 6-9 months ahead of forecasts supports our belief that ibrutinib is on track to be approved in the U.S. in[…]

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