Category: Company Updates

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Sangamo Update (1-18-13)

Sangamo’s stock has risen sharply (~35%) since their presentation last week at the JP Morgan conference. The company broadly explained what their novel technology – In Vivo Protein Replacement – has the ability to accomplish.  It has the ability to mechanistically, physically, and permanently change a single disease related gene (“monogenic”) and, therefore, has substantial[…]

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Alkermes Update (1-18-13)

OUTLOOK 2013 – RAISING BUY LIMIT AND TARGET PRICE Over the past decade, Alkermes has evolved into a fully integrated company as they receive revenue from five ALKS-developed approved drugs and have established a real R&D pipeline. ALKS has emerged as a leader in the development of injectable antipsychotics that can be administered as infrequently[…]

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Sangamo Update (1-18-13)

OUTLOOK 2013 – THE OPEN-ENDED POTENTIAL OF ZFPS SGMO’s stock has exploded since their presentation last week at the JP Morgan conference.  The company began the presentation by broadly explaining what their technology can accomplish.  The ability to actually mechanistically, physically, and permanently change a single disease related gene (monogenic) has huge potential.  SGMO’s technology[…]

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ImmunoGen Update (1-04-13)

ImmunoGen has announced that Amgen has licensed the exclusive right to use the Company’s TAP technology to develop anticancer therapeutics to a third target, which is undisclosed.  Amgen licensed rights for two other targets in 2009 and has two compounds in clinical testing under those licenses. “We’re pleased with the interest major healthcare companies are[…]

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Celgene Update (1-18-13)

OUTLOOK 2013, RAISING BUY LIMIT AND TARGET PRICE As recently as the summer of 2012, Celgene had a stable but slowing core business led by Revlimid but no apparent pipeline.  Questions arose about the company’s long-term growth. In a remarkable turn of events, the company and stock have been revived by not one but three[…]

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Coronado Update (1-18-13)

Our #1 pick for 2013 We met with Coronado Biosciences’ new CEO Harlan Weisman during JP Morgan. We have known Dr. Weisman since our days as a Centocor analyst in the 1990s where he was Chief Medical Officer and subsequently became Senior management at Johnson & Johnson (JNJ) after its acquisition of CNTO.  With his[…]

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Coronado Update (1-04-13)

Coronado Biosciences is poised for a big year in 2013. Every year we are asked to give our top pick for the year by various publications such as Dick Davis Digest.  This year we chose CNDO as our Top Pick for 2013. The company has had two pieces of good news since the last Issue.  The[…]

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OncoGenex Update (12-21-12)

OncoGenex has announced the start of PACIFIC, an investigator-sponsored, randomized Phase II trial testing OGX-427 in 80 men with metastatic castrate-resistant prostate cancer (CRPC) who are experiencing a rising PSA while receiving JNJ’s Zytiga (abiraterone acetate). The aim of the study is to determine if adding 427 to Zytiga treatment can reverse or delay treatment[…]

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ImmunoGen Update (1-18-13)

With T-DM1 FDA approval nearing the goal line – the PDUFA date is February 26 – ImmunoGen will join the ranks of commercially successful biotech companies, a major achievement. While it is widely known that the royalty rate IMGN will receive from partner Roche (~3%) is unlikely to lead the company to major profitability, regulatory[…]

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Nektar Update (1-18-13)

CONTINUED PROGRESS AND PIPELINE VISIBILITY. Nektar management continues to make progress across its late–stage development pipeline, relieving some investor concern for the naloxegol (NKTR-118) program – NKTR’s lead compound – under development for the treatment of opioid-induced constipation (OIC).  With renewed optimism on the ‘118 program and upcoming related catalysts, increasing appreciation of the breadth[…]

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Aastrom Update (1-04-13)

Aastrom has announced that the company’s board of directors has named Dan Orlando interim CEO of Aastrom.  Mr. Orlando, who joined the company as Chief Commercial Officer in August has the experience and skills to handle the additional responsibility. Aastrom’s president and CEO Tim Mayleben is retiring but will remain an active member of the[…]

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Isis Update (12-14-12)

Isis had bad news this morning and the stock is actually up. The company and its partner Genzyme announced that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a negative opinion for its marketing authorization application (MAA) for Kynamro for the treatment of patients with Homozygous[…]

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