MTSL Issue 1038
MTSL Issue 1038 (dated 11/07/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #MDGL #madrigal #VKTX #viking
MTSL Issue 1036
MTSL Issue 1036 (dated 10/10/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #IONS #ionis #VXRT #vaxart #VKTX #viking
Celldex (CLDX) — Barzo 52-Week Data Delivers In A Big Way
BIOINVEST BREAKING NEWS – Celldex (CLDX) — Celldex reported the eagerly-awaited 52-week data for barzolvolimab (c-KIT antibody) in chronic spontaneous urticaria (CSU) as a late-breaker at EADV occurring in Amsterdam. We believe the data is overwhelming positive, continue to paint the best-in-class compound in urticaria and below address reasons for the stock weakness. (…more)
MTSL Issue 1033
MTSL Issue 1033 (dated 08/22/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #INCY #incyte #SKYE
MTSL Issue 1032
MTSL Issue 1032 (dated 08/08/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #CLDX #celldex #INCY #incyte #MDGL #madrigal #PGEN #precigen #SGMO #sangamo #VXRT #vaxart
MTSL Issue 1030
MTSL Issue 1030 (dated 07/11/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #PCRX #pacira #skye
Celldex (CLDX) — The Barzo Phase III Trial To Start Imminently; CindU Data Soon, Too, Then 52-Weeks – BUY
BIOINVEST BREAKING NEWS – Celldex (CLDX) Based upon the timing of the posting of the Phase III CSU trials, we expect Celldex will announce the first patient treated in the study will happen any day. In addition, the Phased II CindU data is also highly likely to be released this month, then the key 52-week Phase II CSU results will also happen sometime this summer/early fall. (…more)
MTSL Issue 1028
MTSL Issue 1028 (dated 06/13/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #MDGL #madrigal #PGEN #preceign #SKYE #VXRT #vaxart #VKTX #viking
MTSL Issue 1026
MTSL Issue 1026 (dated 05/09/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PCRX #pacira #VXRT #vaxart
MTSL Issue 1025
MTSL Issue 1025 (dated 04/25/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #INCY #incyte #MDGL #madrigal #PGEN #precigen #VKTX #viking
MTSL Issue 1021
MTSL Issue 1021 (dated 02/29/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #CLDX #celldex #ESPR #esperion #SKYE #skye #VKTX #viking
Celldex (CLDX) — Barzo Shines At AAAAI Meeting
BIOINVEST BREAKING NEWS – Celldex (CLDX) On further inspection of the Phase II 12-week CSU data, barzolvolimab’s wide therapeutic window continues to support it Best-In-Class compound profile. The urticaria market is extremely underestimated and we expect barzo forecasts will rise significantly from here. BUY (…more)
Celldex (CLDX) — FDA Approval Of Xolair For Food Allergies Bodes Well For Barzolvolimab
BIOINVEST BREAKING NEWS – On Friday, the FDA approved Roche/Genentech’s Xolair as the first treatment to help reduce severe allergic reactions brought on by accidental exposure to certain foods. (…more)
MTSL Issue 1018
MTSL Issue 1018 (dated 01/18/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #ESPR #esperion #PGEN #precigen #VXRT #vaxart
MTSL Issue 1015
MTSL Issue 1015 (dated 11/30/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #CLDX #celldex #IONS #ionis
MTSL Issue 1014
MTSL Issue 1014 (dated 11/16/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen #VKTX #viking
Celldex (CLDX) — CSU Events Further Solidify Barzo As Best-In-Class – BUY
BIOINVEST BREAKING NEWS – Celldex (CLDX) Underwhelming details of NVS remibrutinib (‘REMI’) Phase III trial in chronic spontaneous urticaria (‘CSU’) were released at a major medical meeting last week. Combining that negative event with two more disappointing regulatory/clinical events – the REGN/SNY’s receipt of a CRL of Dupixent and the failure of AMGN/AZN’s tezepelumab – potential competition for Celldex’s barzolvolimab (‘barzo’) is falling by the wayside. (…more)
MTSL Issue 1013
MTSL Issue 1013 (dated 11/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #CLDX #celldex #INCY #incyte #SGMO #sangamo #VXRT #vaxart
Celldex (CLDX) — Dupixent Receives CRL in CSU – BUY
BIOINVEST BREAKING NEWS – Celldex (CLDX) After the close on Friday, Regeneron and Sanofi announced that the FDA issued a Complete Response Letter (CRL) for Dupixent (“Dupi”) in chronic spontaneous urticaria (CSU). With an expected 2-year delay (or more), this is a major setback for Dupi. And hence, we believe it (…more)
MTSL Issue 1011
MTSL Issue 1011 (dated 09/28/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #IONS #ionis #VKTX #viking
MTSL Issue 1004
MTSL Issue 1004 (dated 6/22/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen
MTSL Issue 1001
MTSL Issue 1001 (dated 5/11/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #BCYC #bicycletherapeutics #BMRN #biomarin #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen #VXRT #vaxart
MTSL Issue 998
MTSL Issue 998 (dated 3/30/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #INCY #incyte #IONS #ionis #MYOV #myovant #SGMO #sangamo #VKTX #viking #ZYNE #zynerba
Celldex (CLDX) — Mix-Up At AAD Causes Undue Sell Off; EoE Trial Posted, Begins In May
BIOINVEST BREAKING NEWS – Celldex (CLDX) Celldex shares have been on a downward spiral since the exceptional durability data was presented at the AAAAI meeting in late February; the details are a bit lengthy but we remain steadfast that barzolvolimab (“barzo”) is the best-in-class and exceptionally unique mast cell inhibitor around. (…more)
Sorting Through The Rubble
BIOINVEST SPECIAL UPDATE – Biotechs were under pressure this week as the sudden failure of SVB and drug pricing concerns delivered a double whammy in a continued rising rate environment. In our view, while all biotech stocks are being sold indiscriminately, we believe (…more)
MTSL Issue 996
MTSL Issue 996 (dated 3/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #CLDX #celldex #IONS #ionis #PCRX #pacira #SGMO #sangamo
Celldex (CLDX) — Barzo Follow Up at AAAAI Is Exceptional
BIOINVEST BREAKING NEWS – Celldex (CLDX) The full Phase 1b trial of barzolimab in chronic spontaneous urticaria (CSU) was presented yesterday and continues to support its potential as the best-in-class treatment for urticaria. (…more)
MTSL Issue 993
MTSL Issue 993 (dated 1/19/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #TCRT #alaunos #ALKS #alkermes #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #PGEN #precigen #ZYNE #zynerba
MTSL Issue 991
MTSL Issue 991 (dated 12/15/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #INCY #incyte #PCRX #pacira #PGEN #precigen #SGMO #sangamo
Celldex (CLDX) — Urticaria Competitor Third Harmonic Discontinues Drug – BUY
BIOINVEST BREAKING NEWS – Celldex (CLDX) Urticaria Competitor Third Harmonic Discontinues Drug – BUY – After identifying troublesome liver enzyme elevations in patients in its lead program, newly public Third Harmonic (THRD) announced they are discontinuing development of the compound in urticaria. (…more)
MTSL Issue 989
MTSL Issue 988 (dated 11/17/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycle CLDX #celldex #ESPR #esperion #PGEN #precigen #VXRT #vaxart
MTSL Issue 988
MTSL Issue 988 (dated 11/03/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes CLDX #celldex #ESPR #esperion #INCY #incyte #MDGL #madrigal #PCRX #pacira #SGMO #sangamo
MTSL Issue 983
MTSL Issue 983 (dated 08/25/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #CLDX #celldex #ESPR #esperion #PLXP #plxpharma #PGEN #precigen
MTSL Issue 982
MTSL Issue 982 (dated 08/11/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #INCY #incyte #MDGL #madrigal #MYOV #myovant #PGEN #precigen #SGMO #sangamo #VXRT #vaxart #ZYNE #zynerba
MTSL Issue 979
MTSL Issue 979 (dated 06/30/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #acadia #ACAD #alaunos #TCRT #celldex #CLDX #ionis #IONS #MDGL #madrigal #ZYNE #zynerba
MTSL Issue 976
MTSL Issue 976 (dated 05/19/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #CLDX #celldex #INCY #incyte #MDGL #madrigal #MYOV #myovant #PCRX #pacira #VXRT #vaxart
MTSL Issue 974
MTSL Issue 974 (dated 04/13/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #MYOV #myovant
MTSL Issue 971
MTSL Issue 971 (dated 03/03/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #IONS #ionis #MDGL #madrigal #NKTR #nektar #PCRX #pacira #SGMO #sangamo #VXRT #vaxart #ZYNE #zynerba
MTSL Issue 970
MTSL Issue 970 (dated 02/17/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #MDGL #madrigal #PCRX #pacira #VXRT #vaxart
MTSL Issue 967
MTSL Issue 967 (dated 01/06/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #MDGL #madrigal #MYOV #myovant #PCRX #pacira #PLXP #plxpharma #SGMO #sangamo
MTSL Issue 966
MTSL Issue 966 (dated 12/23/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #NKTR #nektar #PCRX #pacira #PGEN #precigen #SGMO #sangamo #VXRT #vaxart
MTSL Issue 962
MTSL Issue 962 (dated 10/14/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #MYOV #myovant $PCRX #pacira #PLXP #plxpharma #PGEN #precigen #VXRT #vaxart
MTSL Issue 961
MTSL Issue 961 (dated 9/30/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #INCY #incyte #NKTR #nektar #VXRT #vaxart
MTSL Issue 960
MTSL Issue 960 (dated 9/16/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #CLDX #celldex #ESPR #esperion #PCRX #pacira
MTSL Issue 956
MTSL Issue 956 (dated 7/15/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #PLXP #plxpharma #VXRT #vaxart
Celldex (CLDX) — Delivers Outstanding Phase 1b Data
BIOINVEST BREAKING NEWS – Celldex (CLDX) Delivers Outstanding Phase 1b Data, 19 of 20 Urticarial Patients Demonstrate Complete Response After Single Dose of CDX-0159, Raising BUY to 47 (from 30) and TARGET to 70 (from 40), Best in Class and a Pipeline in a Pill? (…more)
MTSL Issue 954
MTSL Issue 954 (dated 6/17/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #PGEN #precigen
MTSL Issue 952
MTSL Issue 952 (dated 5/13/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #MYOV #myovant #NKTR #nektar #PGEN #precigen #VXRT #vaxart #ZIOP #ziopharm #ZYNE #zynerba
MTSL Issue 950
MTSL Issue 950 (dated 4/15/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #INCY #incyte #IONS #ionis #MYOV #myovant #PCRX #pacira #ZIOP #ziopharm
MTSL Issue 949
MTSL Issue 949 (dated 4/01/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #IONS #ionis #SGMO #sangamo
MTSL Issue 948
MTSL Issue 948 (dated 3/18/21) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #ZIOP #ziopharm
MTSL Issue 938
MTSL Issue 938 (dated 10/22/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #PCRX #pacira #PGEN #precigen #VXRT #vaxart
MTSL Issue 936
MTSL Issue 936 (dated 09/24/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #VXRT #vaxart #ZYNE #zynerba
MTSL Issue 935
MTSL Issue 935 (dated 09/10/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #IONS #ionis #MDGL #madrigal #PCRX #pacria #SGMO #sangamo #VXRT #vaxart
MTSL Issue 934
MTSL Issue 934 (dated 08/27/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #MYOV #myovant #PGEN #precigen
MTSL Issue 933
MTSL Issue 933 (dated 08/13/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #CLDX #celldex #ESPR #esperion #IONS #ionis #INCY #incyte #IONS #ionis #MDGL #madrigal #MYOV #myovant #NKTR #nektar #PCRX #pacira #PGEN #precigen #SGMO #sangamo #VXRT #vaxart #ZIOP #ziopharm #ZYNE #zynerba
MTSL Issue 932
MTSL Issue 932 (dated 07/30/20) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #INCY #incyte #IONS #ionis #SGMO #sangamo #VXRT #vaxart
Celldex (CLDX) — CDX-0159 – The Mast Cell Warrior (New Recommendation)
BIOINVEST NEW RECOMMENDATION – Celldex (CLDX) We are initiating coverage of Celldex Therapeutics (CLDX, $12) with a BUY under $15 and a $30 TARGET PRICE. In our view, CDX-0159, the Company’s anti-C-KIT antibody has blockbuster potential in various mast cell diseases. With a market cap of ~$375 million with ~$200 million in cash, in our view, CLDX is extremely undervalued based on the potential of CDX—0159 alone. (…more)