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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Pacira Update (11-20-12)

Pacira had good news this morning and the stock is up modestly.  The company announced results from the first IMPROVE study to complete its prospective Phase 4 clinical program. The IMPROVE studies compare the difference in opioid use, total hospital cost and length of stay (LOS) between patients receiving Exparel (bupivacaine liposome injectable suspension) as[…]

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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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Pharmacyclics Update (12-11-12)

Pharmacyclics’ stock is on fire as the company has presented outstanding data for ibrutinib at the American Society of Hematology meeting. We know we sound biased but the bottom line is: ibrutinib really is an unbelievable drug and the data at ASH is overwhelmingly positive in so many ways. It’s doing everything one could dream[…]

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BioMarin Update (11-16-12)

BioMarin’s stock is up significantly since the last Issue. The trigger for the strong price move was positive data from their Phase III trial in patients with the rare genetic disorder known as Morquio A Syndrome. The patients treated with a weekly infusion of GALNS were able to walk an average of 22.5 meters further[…]

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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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Anthera Update (11-30-12)

Anthera’s CFO and Chief Medical Officer explained the detailed plans for the blisibimod (B-mod) Phase III program at the recent Piper Jaffray conference.  The Phase III development program was blessed by the FDA in September and the EU regulatory agency in April. The first Phase III – CHABLIS1 will start where PEARL was done – Asia/Pacific/S.[…]

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Anthera Update (11-16-12)

Anthera’s stock is down sharply since the last Issue. It appears that the company had been out trying to put together a private financing but could not execute the transaction.  Hurricane Sandy made it almost impossible to conduct business normally and ANTH was not able to close a transaction.  Alternatively, ANTH entered into an At Market[…]

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