Isis Update (4-30-14)

ISIS Delivers Mixed SMN Data and Phase III Program Details at AAN:  ISIS’ stock has sold off due to mixed data for SMN-Rx in infants and children.  There is not a lot of new data and most of it shows a benefit.  However, the negative focus has been on patient deaths that were not drug[…]

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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. […]

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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[…]

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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.

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