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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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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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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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[…]

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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).[…]

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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[…]

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Novavax Update (1-9-14)

Novavax (NVAX) – 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.  NVAX’s addressable markets are approximately $4 billion per year.  Global flu vaccines represent a $3 billion market[…]

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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.

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