With the 2013 JP Morgan Healthcare conference wrapped up and time to marinate on some of the presentations, we are ready to share our view on the year ahead for many companies. Today, we want to revisit Array BioPharma Inc. (Nasdaq: ARRY). They currently have around $139 million in cash and could have 5 Phase […]
Thursday at the JP Morgan Healthcare Conference
With the JP Morgan Healthcare Conference wrapped up, I wanted to highlight some notes from the Thursday session. I tried to keep them as concise as possible. We will say that we did see a lot of material that will keep up us busy for the year. You can find the webcasts to any of […]
Wednesday at the JP Morgan Healthcare Conference
With the JP Morgan Healthcare Conference wrapped up, I wanted to highlight some notes from the Wednesday session. I tried to keep them as concise as possible. We will say that we did see a lot of material that will keep up us busy for the year. You can find the webcasts to any of […]
Notes from JP Morgan Healthcare Conference (Monday/Tuesday session)
As we go into the 3rd day of the JP Morgan Healthcare Conference, we wanted to provide some highlights and notes from the first 2 sessions. I tried to keep them as concise as possible. Day 1 Clearly, Celgene Corp.(NASDAQ: CELG) came firing out of the gates by announcing strong financial guidance. This included in-line […]
CLSN – Cautious on Celsion
With Jason Chew and Juan Pedro Rodríguez Serrate We are coming close to the top-line data release of Celsion’s Phase 3 trial of Thermodox in primary liver cancer. We have previously discussed our consensus view on the company throughout the year(CLSN – Quick Take- It’s Bear Territory , 3 Phase III trials set to read […]
ALNY – Alnylam falls behind competition
We have previously spoken about Alnylam Pharmaceuticals (NASDAQ: ALNY) legal troubles with Tekmira Pharmaceuticals, and successfully predicted they would settle. Today, we want to talk a bit about their current valuation and where their programs stand relative to competitors. Alnylam has the rights to some important intellectual property for the RNAi space, however, they are […]
FOLD – Amicus approaches inflection point
With Phase 3 data expected from Amicus Therapeutics (NASDAQ : FOLD), we wanted to take the time to do a thorough analysis of the trial and what to expect. Jason Chew has covered Amicus since early 2012, so their story should be familiar for our readers. Now, we would like to review some insightful points […]
What to expect at SABCS12 from Celldex
As Celldex Therapeutics comes closer to their presentation at the San Antonio Breast Conference Symposium this weekend, we wanted to provide a primer on their CDX-011 program. With around $370 million in market capitalization, we do not believe the market is adequately valuing the CDX-011 program. We plan to walk thru the data and potential […]
FOLD – Bullish on Amicus Therapeutics
With Phase 3 data expected from Amicus Therapeutics (NASDAQ : FOLD), we wanted to take the time to do a thorough analysis of the trial and what to expect. Jason Chew has covered Amicus since early 2012, so their story should be familiar for our readers. Now, we would like to review some insightful points […]
ALNY – Troubled Legal Battle Ahead For Alnylam
With shares of Alnylam Pharmaceuticals (NASDAQ: ALNY) up well over 150% year-to-date, with 52 week highs at $21.38, we began an investigation into their current valuation and pending catalysts. Alnylam is a biotech company with technology/intellectual property rights on some key patents in the RNAi space, and some early-stage pipeline candidates for several indications. Unfortunately, […]
THLD – More uncertainty ahead for Threshold
As we previously suggested, Threshold Pharmaceuticals (NASDAQ: THLD) had some question marks about their future prospects of TH-302 in two key indications: pancreatic cancer and soft-tissue sarcoma. Recent data readouts have brought these issues into focus again. Although Threshold has a good cash position, we feel their lead (and only) drug, TH-302, will have a […]
PBYI – Quick look at Puma Biotechnology
We wanted to take a moment to take a quick look at Puma Biotechnology (NYSE: PBYI). They recently raised $130M in cash from a public offering. The company has some notoriety due to the co-founder’s, Alan Auerbach, presence at the helm of the company(CEO and President). Prior to founding Puma, Mr. Auerbach served as founder, […]
Upcoming medical conferences – Q4 2012
With the beginning of November, we enter the home stretch for some of the major medical meetings that will serve as pivotal events for some companies. We have attempted to list some of the higher profile conferences, but it’s entirely possible that some will slip by us. November American Heart Association(AHA) Scientific Sessions – 11/3 […]
What we’re looking for at ASH 2012
On Monday, November 5th, abstracts submitted to 2012 Annual Meeting of the American Society of Hematology (ASH) Annual Meeting will be published online. A time has not been released, but we have heard they will be released at 10AM Eastern time. Below are some comments on companies we expect to have a present at the […]
ZIOP – Ziopharm is undervalued
We have previously posted a long look at Ziopharm Oncology here. We feel the story is worth reiterating given near-term events and our view that the company is undervalued. Recent volatility due to a bearish, yet misleading article have opened up an opportunity. Upcoming events — Update overall survival data from their Phase 2 study […]
Biotech and Pharma earnings preview
Starting after-hours on Tuesday, we’ll see a lot of biotech and pharmaceuticals earnings, guidance, and outlook on their current programs. With the market cooling off, companies will be under pressure to meet investor expectations. Next week a number of sector leaders will kick things off. We’ve listed the updates in chronological order. Amgen (Nasdaq: AMGN) […]
Upcoming events for ALXN, BIIB, CELG, and VRTX
This is the fifth installment in our series about upcoming events across the biotech sector(see our 1st piece, 2nd piece, 3rd piece, 4th piece). This time around we want to take a look at some upcoming events at some larger biotech companies and what will be drivers for them going forward. Alexion Pharmaceuticals (NASDAQ: ALXN) […]
THLD – What’s left for Threshold
In the first part of the year, Threshold Pharmaceuticals (THLD) delivered considerable returns for investors with a partnership deal for TH-302 and “positive” top-line Phase II data in pancreatic cancer. However, as the year has gone by, Threshold’s future for TH-302 has become less attractive. Even at current valuation, we still see further downside in […]
Upcoming events for ARRY, ACHN, and OMER
This is the fourth installment in our series about upcoming events across the biotech sector(see our 1st piece, 2nd piece, 3rd piece). We continue our look at some upcoming events at smaller biotech companies and what we will be drivers for them going forward. If there are any companies that subscribers would like covered, please […]
An October full of data and decisions
With October underway, we felt the need to highlight some of the most important upcoming data readouts and regulatory decisions. This month is particularly busy on the regulatory side of things with 5 PDUFAs, 4 Advisory Committees, 6 FDA actions, and multiple potential European Medicines Agency(EMA) decisions. The events are listed in chronological order. Eli […]
