Anacor Pharmaceuticals Tavaborole is a member of a new class of boron-containing antifungals in development by Anacor Pharmaceuticals (NASDAQ: ANAC). It was designed as a topical agent to target onychomycosis (fungal nail infection). The antifungal activity is exerted by inhibiting the fungal leucyl tRNA synthetase editing domain. Data from the first of two Phase III […]
DCTH – Commercial prospects and valuation
In our previous note, we discussed why we thought that a drug with orphan status, fast-track that tackles metastatic disease would receive a 6-month priority review. However, the FDA didn’t think Chemosat was elegible to get it and granted a 10 month review with a PDUFA date on June 15, 2013. The agency will convene […]
DCTH – Flash note on Delcath’s NDA acceptance
Delcath (NASDAQ: DCTH) is approaching a key catalyst related to its technology Chemosat. The company is slated to hear from the FDA with regards to the acceptance of its NDA for the Chemosat technology and we’ll know whether it’s granted priority review (expected announcement on October 14), or standard review (expected Oct 28). Depending on the […]
VNDA – A quick review on Vanda’s tasimelteon
After our first quick take on Vanda Pharmaceuticals (NASDAQ: VNDA), we wanted to provide a deeper insight into the development of tasimelteon, the company’s dual MT1/MT2 melatonin receptors agonist. Vanda is expected to report data from two phase III studies by this year’s end in a condition called Non 24-hour sleep wake disorder (N24). Additionally, […]
A glance at the upcoming European Respiratory Society meeting
This year’s meeting of the European Respiratory Society will be held in Vienna on September 1-5. There will be a good deal of presentations from some companies developing drugs in the respiratory space that we’ve covered in this article . British company Vectura (LSE: VEC) along with partner Novartis (NYSE: NVS), will be presenting further data […]
CYTK – Cytokinetics Part 2: the skeletal muscle program
The main disease the program aims to treat is Amyotrophic Lateral Sclerosis (ALS). Despite being tested in other muscle wasting and debilitating diseases such as myasthenia gravis and claudication, we consider that the main value generator at present for the company’s skeletal program rests on the ALS indication. This is an unpartnered program that features […]
CYTK – Cytokinetics Part 1: Omecamtiv mecarbil a promising drug that faces a tough road ahead.
This is the first of a two part series on Cytokinetics Inc (NASDAQ: CYTK). For the first article, we’ll discuss its cardiac program and in the second part, we’ll focus on the skeletal muscle program. Over the last few quarters, Cytokinetics has continued its downtrend amidst no relevant catalysts in the very short term, a […]
A Look Into Some COPD Plays With Pending Catalysts
A Guest Post by Juan Pedro Rodriguez Serrate Vectura (LSE:VEC; Pink Sheets:VEGPF) British company Vectura is developing two interesting drugs for the treatment of COPD in partnership with pharma giant Novartis and Japanese company Sosei. Vectura sports a market cap of approximately £240M ($375M) at the time of this writing. – NVA237 (Seebri Breezhaler): is […]
