Sentiment: Bullish Catalyst: ASCO, Early June 2013 Following a nice presentation at ASH 2012, Infinity Pharmaceuticals impressed once again at the annual JP Morgan Healthcare conference earlier this month. The company is developing the dual PI3K delta/gamma inhibitor IPI-145 in multiple hematological malignancies and inflammatory diseases, and HSP90 inhibitor Retaspimycin for lung cancer. Results were […]
ARRY – Is It Ready For The Next Move
Array BioPharma, Inc. (ARRY)-Nasdaq As a technical analyst I’m looking for patterns and throughout the years I’ve found that stock patterns show that more often than not history repeats itself. Looking at the one year ARRY chart, we can see the uptrend started January 2012, stopped for a while after the February 10th, 2012 price […]
CLDX – 2013 Outlook for Celldex
Honestly, we have been one of the very few to stand by Celldex Therapeutics (NASDAQ: CLDX) over the past year and a half. The opportunity for CDX-011 marks a major inflection point in the company and the market is still not giving them much credit. Off the heels of strong data in December, we continue […]
ARRY – 2013 Outlook for Array
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 […]
The IBB and SPX In The Decision Zone
In my previous report “IBB – A Closer Look at the Market’s Direction” I tried to find out if the markets bottomed out after the technical correction in the indices $IBB and $SPX, as both reached a support area, and the price found a support line around the Fibonacci 61.8% . Is it the bottom ? […]
Data and FDA decisions for 3 biotech companies EXAS PATH IPXL
Exact Sciences Exact Sciences (NASDAQ: EXAS) is expected to release full data from the DeeP-C study for Cologuard, its colon cancer screening test. The company anticipates filing a premarket approval (PMA) with the FDA in the first quarter of 2013. The DeeP-C study is being conducted in 12,700 patients, probably one of the largest prospective […]
JPM13, Biotech Showcase: Management Meetings
Notes From The Conference ImmunoCellular Therapeutics (NYSE MKT:IMUC) Met with Peter Ho, former scientist and analyst, now Director of Business Development at Immunocellular Therapeutics. According to Ho, the reason for previous CEO Singh’s departure was a difference in vision for the company between him and the board; he was aiming for a sale while board […]
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 […]
Three anti-infective plays with upcoming catalysts: ANAC DRTX TSRX
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 […]
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 […]
RTRX – Retrophin- From Hedgefund to Biotech
Introduction Started in 2010 as an “extracurricular activity” by hedge fund manager Martin Shkreli, Retrophin was officially formed in February 2011 to focus on developing drugs for orphan indications. The current pipeline consists of a single compound in Phase II along with three preclinical projects. It went public in December 2012 through a reverse merger […]
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 […]
ONTY – Preparing For The Next Move
Oncothyreon Inc (ONTY)-Nasdaq Oncothyreon’s getting a lot of attention ahead of its near term catalyst set for Q1 2013 with the final analysis of its pivotal START trial. Results expected during January to February 2013. Daily chart On 11/7/2012, along with the negative sentiment in the overall US markets, and especially in the Biotech sector, […]
3 Phase III trials set to read out in 2013 – ONTY, CLSN, NLNK
With Patrick Crutcher Some of the biotech sector’s most highly anticipated catalysts approach in early 2013. Nearly every issues has been debated upon between the first two companies, while the third is relatively unknown amongst most investors. Admittedly, it is very difficult to come to a clear consensus on the outcome of each study. They […]
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 […]
