Tag: MDCO

Medicines Company Update (6-23-15)

Special Update – The Medicines Company (MDCO) – FDA Approval of Kangreal Continues Impressive 2015 Turnaround; BUY MDCO – In a testament to management’s perseverance as well as restoring their credibility since last year’s CRL, the approval of cangrelor is a remarkable turnaround of a drug that is to be an important near-term component of the MDCO transformation. Kangreal (brand name) is indicated as an adjunctive therapy to percutaneous coronary intervention (PCI) for reducing periprocedural thrombotic events in patients who read more…

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Medicines Company Update (4-9-15)

Special Update – The Medicines Company (MDCO) – Angiomax Pre-Announcement Now Discounts Patent Loss – The Reincarnation Is Around The Corner. Q1 Angiomax Shortfall Not Entirely Unexpected. In our last Issue, we mentioned that based upon the judge’s comments from the March trial, Hospira is very optimistic that they will win the Angiomax patent lawsuit. read more…

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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…

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MTSL Issue 805

Issue No. 805 (dated 6/11/15) 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, #IMGN, #INCY, #ISIS, #MDCO, #NKTR, #OGXI, #ZIOP

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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.

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The Medicines Company (2-12-14)

MDCO – The Medicines Company’s Cangrelor Turned Down By FDA Panel –   While we are obviously disappointed with today’s vote (7-2 against approval), the FDA briefing documents from Monday morning predicted a negative outcome. Furthermore, the share price, in our view, has already discounted much of this bad news.  While cangrelor was an important but[…]

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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

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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[…]

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The Medicines Company (4-1-14)

The Medicines Company – Judge In Angiomax Patent Dispute Validates MDCO Patents But Declares Hospira Does Not Infringe A judge in the U.S. District Court of Delaware ruled that two MDCO patents in The Medicines Co. vs. Hospira (HSP) case were valid.  On the other hand, he also ruled that there was insufficient evidence that[…]

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The Medicines Company (2-10-14)

MDCO – FDA Review Mixed – One Reviewer Very Negative On Cangrelor, The Other Recommends Approval – The briefing documents for Wednesday’s advisory committee were made available this morning.  Despite the fact that the CHAMPION trial was successful and published in The New England Journal of Medicine with positive editorial comments, one FDA reviewer (Dr.[…]

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