CPRX – Volatility Squeeze Ahead of The Tope-Line Results

Catalyst Pharmaceutical Partners Inc. (CPRX) -NasdaqCM Catalyst: Phase IIb trial results Sentiment : Bullish This report is supplement to the thorough report by Jason Chew, release earlier this week. In that report, he outlined the history of CPRX & it’s upcoming catalyst: Tiny Catalyst Pharmaceutical Partners (CPRX) is expected to disclose top-line results from its […]

CPRX – Catalyst Pharmaceutical Partners – Promising But Still Early

Catalyst Pharmaceutical Partners Inc. (CPRX) -NasdaqCM Catalyst: Phase IIb trial results Sentiment : Bullish Tiny Catalyst Pharmaceutical Partners is expected to disclose top-line results from its pivotal Phase IIb study of CPP-109 for the alleviation of cocaine addiction in mid-November. CPP-109 is a very promising drug in a field otherwise littered with failure. Should it […]

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) […]

ISIS and AEGR – Where do they stand after the FDA Advisory Committee meetings?

October 17 and 18, 2012 saw back-to-back meetings of the FDA Endocrine and Metabolic Drugs Advisory Committee (EMDAC) to review pending new drug applications (NDAs) for two drugs for homozygous familial hypercholesterolemia (HoFH): lomitapide from Aegerion Pharma (NASDAQ: AEGR) and mipomersen/Kynamro from Sanofi/Genzyme and Isis Pharma (NASDAQ: ISIS). As Chimera predicted, both drugs received positive […]

EXEL – Looking for Direction Ahead of the PDUFA date

Exelixis (NASDAQ: EXEL) On 5/30/12, Exelixis submitted their NDA for Cabozantinib as a treatment for patients with progressive, unresectable, locally advanced, or metastatic medullary thyroid cancer (MTC). They were subsequently granted priority review with a PDUFA date set for 11/29/12. Recently, the FDA announced they had planned to hold an Advisory Committee to discuss this […]

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 […]

SRPT – Sarepta Presents 48-Week Data At World Muscle Society Congress

Sarepta Presents 48-Week Data At World Muscle Society Congress Long-term safety and efficacy results were presented this Saturday at the WMS Congress in Persh, Australia. We had already learned from a press release of top-line results October 3rd that results were positive: 50mg/kg treated patients remained stable- perhaps improved on the 6MWT- and treatment delayed […]

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 […]

ALNY IDIX ISIS LXRX – Dispatches from the Morgan Stanley and UBS conferences

The annual Morgan Stanley Global Healthcare conference and the UBS Global Life Sciences conference were held September 10-12 and 19-20, 2012, respectively. The MS presentations were moderated by the analyst host, while the UBS presentations were webcast without a Q&A session. We will highlight timeline projections and other notes for a few biotech companies. Isis […]

AASLD 2012 – An HCV Primer

It seems EASL has just ended, but AASLD is fast approaching, coming mid November. For HepC watchers, here is an overview of some companies that will be presenting at the Liver Meeting. Despite the tremendous progress made to-date, new advances keep it exciting. Gilead: Acknowledged leader in the race to bring an all-oral drug combination […]

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 […]

BMRN – A Busy Quarter Ahead.

BioMarin (NASDAQ:BMRN) $BMRN is a ticker that every biotech investor or trader would like to see it in his portfolio. Just look at the weekly chart to understand the huge & steady uptrend, $BMRN had a huge run since Mar 2009 starting at $10 and running to $41 these days, it’s more than 400% in […]