TAU – The Next Target For Neurology Focus On IONS and SGMO. Two neurology scientific meetings have taken place this Fall and focused on hot new targets for neurological drug development – notably, beta-amyloid and tau.
ESPR continues to execute at a Big Pharma/Bio level with a small, emerging Company focus. After the successful trial, the Company raised $150 million at $49 per share. NDA Filing And Enrollment Ahead of Schedule.
The Medicines Company (MDCO) presented the details of the ORION-1 Phase II trial interim results of 501 patients given MDCO-PCSK-9si at a Late-Breaker Session at the AHA. MDCO presented the details of the ORION-1 Phase II trial interim results of 501 patients given MDCO-PCSK-9si at a Late-Breaker Session at the AHA.
A Brief Look At Shorts (ACAD, ANTH, BMRN, INCY, IONS, MDCO, NVAX, NKTR, PCRX, ZIOP (for subscribers only).
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[…]
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…
August 21, 2014 The Medical Technology Stock Letter (“MTSL”) 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. […]
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[…]
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.
Five Prime Therapeutics’ (FPRX) Protein Platform Technology Ready For Prime Time – Five Prime is a classic early-stage platform company with, in our view, a proprietary and powerful technology based on management’s broad experience and unique understanding of proteins.
SuperBios: Amgen, Biogen, Celgene & Gliead – These four companies (a.k.a. The Four Horsemen) have emerged as the leaders of the biotechnology sector and have become true global players that, due to their size and innovation, can compete evenly with the Big Phama companies on the traditional pharmaceutical fronts.
PCYC – Understanding The New CLL Label & Introducing The Autoimmune Program – Raising BUY LIMIT and TARGET PRICE
CHASING INCY – INCY Poised to Emerge as Oncology Powerhouse, Raising BUY LIMIT – The biggest driver of INCY’s value over the last year, and in our view, going forward has been the emergence of their oncology pipeline.
According to the Hulbert Financial Digest (HFD), the Trader’s Portfolio of the Medical Technology Stock Letter was the #1 performing Portfolio of 2013 – with a return of 215%. This was out of more than 500 portfolios tracked by Hulbert.
INCY’s IDO & Cancer Immunotherapy – Treating cancer with immunotherapy has become one of the major “Hot New Classes” over the last year as the science, compounds and subsequent studies have demonstrated the ability to significantly extend the lives of cancer patients.
What can BioInvest do for you? BioInvest focuses on the most important topics, trends and therapies affecting the biotech sector and the MTSL portfolio. Learn more about and subscribe to our Medical Technology Stock Letter today.
Historically, classic biotech companies developed monoclonal antibodies and proteins as new therapies for hard-to-treat conditions. There have been multiple examples of blockbuster successes (e.g., EPO, anti-TNF antibodies, HGH, human insulin, etc.) leading the past 30+ years to create the Biotechnology sector.
The pharmaceutical and biotechnology industries have gone through periods of blockbuster drug classes, which has often resulted in one or more leading drugs catapulting the respective company’s growth rates and, in many cases, market capital, to the very top of the industry.
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.