MTSL Issue 897
MTSL Issue 897 (dated 2/28/19) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: ACAD, ALKS, FRPX, IONS, MDGL, NKTR, NVAX, PCRX, SGMO
Novavax (NVAX) — ResVax Misses Primary Endpoint, Dropping Coverage
BioInvest News Novavax (NVAX) – This morning, NVAX reported disappointing top-line data from the ResVax Phase III PREPARE study for infant RSV prevention. Unfortunately, the trial failed on the primary endpoint of reducing medically significant RSV lower respiratory tract infection (LRTI).
MTSL Issue 895
MTSL Issue 895 (dated 1/31/18) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #NVAX #novavax #SGMO #sangamo #MDCO #medicinescompany
MTSL Issue 893
MTSL Issue 893 (dated 1/3/18) of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #INCY #NVAX #PCRX #ZIOP
MTSL Issue 884
MTSL Issue 884 (dated 08/23/18) of Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #FPRX #IONS #NKTR #NVAX #MDGL #SGMO #ZIOP
MTSL Issue 872
MTSL Issue 872 (dated 03/01/18) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #FPRX #IONS #MDCO #NKTR #NVAX #PCRX #SGMO
MTSL Issue 867
UPDATES: BMRN, INCY, IONS, MDGL, NKTR, NVAX, SGMO, December 21, 2017 IN THIS ISSUE: MDGL, NKTR & SGMO: The Three Amigos Will Rise Again in 2018 Since Last Issue: BTK: 0.0%; NBI: 2.6%; Model Portfolio: 2.6%; Trader’s Portfolio: 2.4% Clinical Trials Watch Relevant New Studies or Changes Posted on ClinicalTrials.gov for our MTSL Portfolio and/or[…]
MTSL Issue 866
MTSL Issue 866 (dated 12/07/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #MDGL #MDCO #NVAX
MTSL Issue 859
MTSL Issue 859 (dated 8/31/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ANTH #BMRN #FPRX #INCY #IONS #DCO NKTR #NVAX SGMO
MTSL Issue 858
MTSL Issue 858 (dated 8/17/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #ANTH #BMRN #ESPR #FPRX #INCY #IONS #MDCO #MDGL #NKTR #PCRX #SGMO #XON #ZIOP
MTSL Issue 857
MTSL Issue 857 (dated 7/27/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #ESPR #INCY #IONS #MDCO #NKTR #NVAX #PCRX
Novavax (NVAX) Delivers Some Positive Phase II Immunogenicity Data In COPD
BioInvest News – NVAX – Delivers Some Positive Phase II Immunogenicity Data In COPD…Investors Wanted an RSV Update – NVAX reported top line data from the Phase II older adult safety and immunogenicity trial (E205) demonstrated the benefit of adjuvant formulations and two-dose regimens in patients with RSV and chronic obstructive pulmonary disease (COPD).
MTSL Issue 852
MTSL Issue 852 (dated 5/18/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #INCY #XON #IONS #NKTR #NVAX #SGMO #ZIOP
MTSL Issue 845
MTSL Issue 845 (dated 2/02/17) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #INCY #XON #MDCO #NVAX #PCRX
MTSL Issue 840
MTSL Issue 840 (dated 11/17/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ANTH #IONS #MDCO #NVAX #ZIOP
MTSL Issue 836
MTSL Issue 836 (dated 9/22/16) of Medical Technology #Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #MDCO #NVAX #PCRX
MTSL Issue 833
MTSL Issue 833 (dated 8/11/16) of Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis & updates from these companies: #ACAD #ANTH #BMRN #FPRX #INCY #XON #IONS #MDCO #NKTR #NVAX #PCRX #SGMO #ZIOP
MTSL Issue 829
MTSL Issue 829 (dated 6/09/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ALKS #FPRX #INCY #IONS #XON #NVAX #MDCO #SGMO #ZIOP
‘Access to Management’ Conference Call with Novavax (NVAX) 6-3-16
BIOINVEST Access to Management Webinar – Novavax (NVAX)– We are pleased to announce another BioInvest “Access to Management Call.” Below is the link to the recorded webinar presentation with the Senior Management Team of Novavax.
MTSL Issue 828
MTSL Issue 828 (dated 5/26/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #
Novavax Q1 Call – Preparing For The Launch Of The RSV Vaccine With Partners In The Wings
BIOINVEST BREAKING NEWS – Special Update – NVAX – Q1 Call – Preparing For The Launch Of The RSV Vaccine With Partners In The Wings; We Are In The Zone Read more…
MTSL Issue 827
MTSL Issue 827 (dated 5/12/16) of the Medical Technology #Stock Letter from BioInvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ANTH #FPRX #INCY #IONS #XON #MDCO #NKTR #NVAX #PCRX #ZIOP
A Brief Look At Shorts
A Brief Look At Shorts (ACAD, ANTH, BMRN, INCY, IONS, MDCO, NVAX, NKTR, PCRX, ZIOP (for subscribers only).
MTSL Issue 822
MTSL Issue 822 (dated 3/3/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ALKS #BMRN #XON #IONS #NKTR #NVAX #PCRX #SGMO #XON #ZIOP
MTSL Issue 821
MTSL Issue 821 (dated 2/18/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies:#INCY #XON #MDCO #NVAX #SGMO #ZIOP
MTSL Issue 820
MTSL Issue 820 (dated 2/4/16) of the Medical Technology #Stock Letter from Bioinvest includes the #Biotech Sector Analysis as well as updates from the following companies: #ACAD #ALKS #CBMG #INCY #XON #MDCO #NKTR #NVAX
MTSL Issue 819
Issue No. 819 (dated 1/21/16) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS #ANTH #FPRX #INCY #MDCO #NKTR #NVAX #OGXI #SGMO #ZIOP
MTSL Biotech Update Call 1-19-16
Conference Call – Audio Playback (for subscribers only) In light of the current market conditions, Jay Silverman and John McCamant, editors of the Medical Technology Stock Letter, held a conference call today with subscribers to discuss the following: Current market environment and outlook for biotech stocks The overall state of the Biotech Industry – Feedback[…]
2015’s Top Performers (12-30-2015)
Jay Silverman, of BioInvest’s Medical Technology Stock Letter, talks with The Money Show about his two biotech stock picks for 2015 that have risen 33% and 41%. #NVAX #MDCO
MTSL Issue 817
Issue No. 817 (dated 12/17/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #ALKS #MDCO #NKTR #NVAX #OGXI #PCRX SGMO #ZIOP
MTSL Issue 816
Issue No. 816 (dated 12/3/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #BMRN #XON #MDCO #NKTR #NVAX #OGXI #SGMO #ZIOP
MTSL Issue 815
Issue No. 815 (dated 11/12/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH, #ACAD, #FPRX, #INCY, #ISIS, #MDCO, #NKTR, #NVAX, #OGXI, #XON
Biotech Bets: A Mispriced Trio (11-9-2015)
Recent volatility has created an environment for biotech stocks in which company fundamentals are mispriced relative to their stock prices, according to John McCamant. Here, the editor of The Medical Technology Stock Letter discusses the current state of the biotech market and highlights a trio of well-positioned stocks currently being undervalued by the market.
MTSL Issue 814
Issue No. 814 (dated 10/29/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS, #CBMG, #IMGN, #MDCO, #NVAX, #OGXI, #PCRX, #SGMO, #XON
MTSL Issue 812
Issue No. 812 (dated 10/1/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #CBMG #INCY #MDCO #NKTR #NVAX #OGXI #ZIOP
MTSL Issue 811
Issue No. 811 (dated 9/17/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #CBMG #FPRX #INCY #MDCO #NVAX #PCRX #SGMO #ZIOP
Life Sciences Report (9-16-15)
An immunotherapy revolution is rocking biotechnology, and investors are searching for just the right way to play the new trend. Do you go with an unknown company where the upside could be unparalleled? Do you go with an older name that has established partnerships with major pharmas? John McCamant, editor of the Medical Technology Stock Letter, has performed some serious diligence, and tells The Life Sciences Report about a handful of names with a range of market caps and the potential to achieve significant investment upside.
MTSL Issue 809
Issue No. 809 (dated 8/20/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ACAD #ANTH #NVAX #OGXI #ZIOP
Novavax Update (8-11-15)
Special Update – NVAX – Positive Phase II RSV Vaccine Data De-Risks The Crown Jewel – Raising Buy Limit and Target Price – In the large Phase II trial, NVAX has delivered excellent RSV F protein vaccine data in the most difficult-to-treat elderly population (>60 years old). The study is the first ever demonstration of efficacy of an active RSV vaccine in humans, read more…
MTSL Issue 808
Issue No. 808 (dated 8/6/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ALKS #ANTH #BMRN #INCY #ISIS #MDCO #NKTR #NVAX #PCRX #SGMO #ZIOP
MTSL Issue 807
Issue No. 807 (dated 7/23/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ANTH #BMRN #ISIS #MDCO #NKTR #NVAX
MoneyShow – Top Picks Mid-Year Winners: Jay Silverman (7-6-15)
In January, MoneyShow asked all of the nation’s leading advisors to select a favorite stock for 2015. In this special series of interviews we are talking with the five advisors who had the top performing stock picks as of mid-year. Here, we talk with Jay Silverman, editor of The Medical Technology Stock Letter, to discuss a top performing biotechnology company.
MoneyShow: Biotech Catalysts (6-22-15)
Our guest today is Jay Silverman, a leading biotechnology sector analyst and editor of The Medical Technology Stock Letter. He updates us on the acquisition of one of his long-standing recommendations, the impact of this deal on the biotech space, and a trio of additional ideas for long-term investors to consider.
MTSL Issue 803
Issue No. 803 (dated 5/14/15) of the Medical Technology Stock Letter from BioInvest includes the Biotech Sector Analysis as well as updates from the following companies found in the MTSL Portfolio: #ACAD, #ISIS, #MDCO, #NVAX, #SGMO and #ZIOP
MoneyShow: A Trio of Biotech Favorites (4-6-15)
Our guest today is Jay Silverman, a leading biotechnology sector analyst and editor of The Medical Technology Stock Letter. He updates us on the acquisition of one of his long-standing recommendations, the impact of this deal on the biotech space, and a trio of additional ideas for long-term investors to consider.
SENTIMENT – A CORE MTSL INVESTMENT METHODOLOGY
February 19, 2015 The most recent reading of the CNN/Money Fear and Greed Indicator has entered the “Extreme Greed” range. While very short-term in nature, it represents the level of expectations investors have in stocks and today that level is quite high. It all suggests that while stocks may still move higher, they are likely to[…]
The Comparables
During the past year or so, biotech experienced an unprecedented number of companies going public. Over that period, we have added two such names to our portfolio – PCRX (2012) and FPRX (2014). A handful of these stocks have achieved remarkable valuations…
‘Access to Management’ Conference Call with Novavax (12-19-14)
(for subscribers only) Listen to the ‘Access to Management’ Conference Call we had with the Novavax Management Team on Friday, December 19, 2014 where we discussed what’s in the Novavax pipeline, offered a brief R&D Summary and had a Q&A session with subscribers.
Biotech Fund Managers – What The Pros Do Every Year
August 21, 2014 The Medical Technology Stock Letter (“MTSLâ€) prides itself on identifying exciting small companies that will become leaders in their respective fields over time. We emphasize “over time†because that is the nature of drug development and compounded returns of successful biotech stocks over the years vastly exceed that of the overall market. […]
A BRIEF IMMUNE-ONCOLOGY UPDATE
June 12, 2014 ASCO 2014 – Immune Oncology Rises to the Top – As many expected, immune oncology (I-O) was all the rage at the recently concluded American Society of Clinical Oncology (ASCO) meeting. While it is widely acknowledged that before ASCO, Bristol was the leader in the space followed by Merck, and Roche. At[…]
Novavax Update (10-27-14)
BioInvest News for NVAX – Novavax Enters Ebola Vaccine Race with a Bang – After remaining mum during the recent Ebola hype-fest, NVAX waited until they had truly legitimate news to report. This weekend, the company released positive preclinical Ebola vaccine data in guinea pigs at the 8th Vaccine and ISV Conference in Philadelphia (10/26).[…]
NOT YOUR FATHER’S PLATFORMS
MTSL published Issue #753 “Plentiful Platforms†on April 25, 2012. Most of our platform recommendations have made significant progress since then, and our subscriber base has grown substantially as well.
MTSL Issue #779 – Not Your Father’s Platforms
May 15, 2014 Below is a pdf for Issue 779 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/05/MTSL-779-May-15-2014.pdf” save=”1″]
Novavax Update (4-28-14)
NVAX – RSV Vaccine Dose Confirmatory Trial Highly Successful – After the close, Novavax announced positive top-line safety and immunogenicity data from its RSV-F protein nanoparticle vaccine candidate in a Phase 2 clinical trial in 720 women of childbearing age. The randomized, blinded, placebo-controlled Phase 2 study was designed to evaluate the immunogenicity and safety[…]
MTSL Issue #774 – The Beat Goes On, But Not Without Skipping A Beat Or Two
March 6, 2014 Below is a pdf for MTSL Issue #774 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/03/MTSL-774-March-6-2014.pdf” save=”1″]
MTSL Issue #772 – First Half 2014 Event Calendar
February 6, 2014 Below is a pdf for MTSL Issue #772 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2014/02/MTSL-772-February-6-2014.pdf” save=”1″]
Novavax Update (1-9-14)
Novavax (NVAX) â Stocks of biotechnology companies that reach major inflection points tend to outperform for several years. After a major leap forward in 2013, NVAX is executing its clinical plan with a clearly defined and risk-adjusted strategy. NVAXâs addressable markets are approximately $4 billion per year. Global flu vaccines represent a $3 billion market[…]
MTSL Issue #768 – INCY’s IDO & A Visit to NVAX
December 5, 2013 Below is a pdf for MTSL Issue #768 of the Medical Technology Stock Letter. [gview file=”http://www.bioinvest.com/wp-content/uploads/2013/12/MTSL-768-December-5-2013.pdf” save=”1″]
Novavax Update (11-14-13)
Special Update – NVAX – Novavax H7N9 Published In The NEJM – First Industry Vaccine For H7N9 Elicits Major Protective Immune Response In Blinding Speed – In a prestigious surprise, Novavax released its Phase I trial of 284 subjects injected with the H7N9 flu virus vaccine – published in the most recent online edition of[…]
HIT ‘EM WHERE THEY AIN’T
Unlike most Wall Street analysts, we find no need to continue to raise limits/target prices just because a stock has done what we expect it to. Our initial recommendations are based on the stocks not yet discounting what we believe are improving and/or undervalued fundamentals.
Novavax Update (7-31-13)
NVAX â ISCONOVA DEAL SOUND STRATEGIC MOVE â BUY NVAX AHEAD OF CLOSING â 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,[…]
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[…]
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[…]
Novavax Update (4-2-13)
NovaVax released positive Phase II data from their respiratory syncytial virus (RSV) vaccine development candidate, RSV-F. RSV-F exhibited a robust antibody response and clean safety profile in the trial that enrolled 330 women of childbearing age. The trial is a major step towards the commercial viability of the very first RSV vaccine candidate ever for use[…]
Novavax Update (1-25-13)
NVAX has cleared an important hurdle tied to the government funding for their seasonal and pandemic flu vaccine program. The U.S. Department of Health and Human Services, Biomedical Advanced Research and Development Authority (BARDA) has completed an In-Process Review of the company’s contract. Subsequently, BARDA has notified NVAX that a milestone decision has been made to[…]
Novavax Update (11-02-12)
NovaVax announced that it has raised a total of $27 million through the sale of 12,285,321 shares of its common stock to RA Capital Management, Camber Capital Management and Ayer Capital Management at a price of $2.18 per share. The shares were offered under an effective shelf registration statement previously filed with the Securities and[…]