Biotech investors are currently looking for Ziopharm Oncology (NASDAQ: ZIOP) to announce top-line results of their Phase 3 trial of Palifosfamide. Ziopharm appears close to an inflection point and everyone is awaiting these results. Below we map out the next few months at the company and what to expect. Upcoming events ESMO Presidential Symposium presentation on […]
INFI – Infinity Pharmaceuticals – Is It Overvalued
Catalyst: ASH 2012, December 8-11 Sentiment: Bullish The bulk of Infinity’s value lies in the early stage asset, dual PI3K delta/gamma inhibitor IPI-145. Based on near-term clinical results, Infinity may be deemed vastly overvalued, or the next must-own biotech stock. The company is also developing an HSP90 inhibitor retaspamycin, but we ascribe nominal value to […]
ZIOP – Trading In an Uptrend Channel
Ziopharm(NASDAQ: ZIOP) In Patrick’s latest article “Smallcap Phase 3 data expected by year-end 2012” he mentions Ziopharm’s current Phase 3 trial of Palifosfamide. This Phase 3 trial, known as PICASSO 3, is testing Palifosfamide (Zymafos or ZIO-201) in addition to Doxorubicin versus Doxorubicin in front-line metastatic soft tissue sarcoma. The trial completed enrollment on June 2nd. […]
ACHN – Trade Note #1
Note: Company has an R&D day on Sept 27th and AASLD in early November — both which may increase volatility.
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, […]
BMRN – Spotlight on Biomarin
We have talked about BioMarin several times before( #1, #2 and #3). Today, we wanted to put out a brief note on some recent options activity we have noticed. On Friday, we saw some very large options activity that is certainly worth mentioning. The largest trade that happened was a 3-way trade, that does not appear tied […]
INCY – Incyte: Taking The Long View
The pain has not stopped for INCY shareholders since the company offered disappointing revenue guidance in its 2Q conference call August 2. A less than stellar projection of $120 to $135 million in 2012 Jakafi sales did not sit well with investors. This was compounded by the company’s decision to switch mid-year from a sell-through accounting method to […]
Upcoming events for REGN, MDVN, and BMRN
This is the third installment in our series about upcoming events across the biotech sector(be sure to see our 1st piece and 2nd piece). This time around we want to take a look at some upcoming events at some larger biotech companies and what we will be drivers for them going forward. If there are any companies […]
Upcoming events for EXEL, ARQL, CLDX
This is the second installment in our series about upcoming events across the biotech sector(see our 1st piece). As we have said before, this fall should be full of meaningful data catalysts for biotech companies. In our next segment, we will take a look at a few larger biotech companies and what we will be […]
XNPT – What’s going on at Xenoport
Many market commentators have been amazed by the recent move in Xenoport(NASDAQ: XNPT), which is up more than 100% since April. Much of this move is easily explained by excitement for their early-stage drug, XP23829. As we will explain below, there appears to be good rationale for this move and likely a move higher. XP23829 […]
SRPT – Sarepta – Approaching Major Catalyst
Sarepta’s release of positive interim data from its DMD drug on July 24 has lit a fire under the stock- and stoked animated discussion in the twitterverse. We revisit this story as a critical catalyst approaches. Due to the severity of the disease and the young age of those afflicted, investors uniformly cheer for eteplirsen, Sarepta’s […]
ASTX – Trade Note #1
Research Link: https://www.chimeraresearchgroup.com/2012/09/upcoming-events-for-nktr-astx-thld/
Upcoming events for NKTR, THLD, ASTX
Given the plethora of data coming in the next 3 months, we thought we would do a few short series on biotech companies that will be quite busy this fall. We hope to do 3 or 4 installments in the next few weeks to give readers some broad coverage of what’s happening from small marketcap […]
Upcoming medical conferences(September thru October)
With the summer almost over, we want to highlight some of the major medical meetings that will be pivotal events for many companies. September thru early December is ripe with upcoming data releases that can be presented at these events. We have attempted to list some of the more important conferences, but it’s entirely possible […]
Smallcap Phase 3 data expected by year-end 2012
This report will focus on some of the most anticipated Phase 3 trials that should read-out by the end of 2012. We’ve provided some thoughts on the potential for success of each program. This installment will focus on companies with market capitalizations below $1 billion. (Note, they are in alphabetical order, not most to least […]
SNMX – Senomyx shareholders need a bitter-blocker
Senomyx $SNMX is a company that uses biotechnology to develop novel flavor ingredients for the global food and beverage industry [see our initiation report for a detailed profile, and see the 2q-2012 news release for current status of each program]. We thought shares were attractively valued then, but SNMX has continued it’s steady downward slide ever since, […]
