This year’s annual meeting of the American Society of Hematology (ASH13) is highly anticipated for a number of reasons. With the general market for the healthcare/biotech sector at all-time highs on the backs of Pharmacyclic’s Ibrutinib (stock is up 1000% since ASH11), Celgene’s Revlimid (~67% of their $6.3B 2013 revenue) and Amgen’s $10.6B deal for […]
ASH 2013 Preview on Lymphoid Malignancies
This year’s annual meeting of the American Society of Hematology(ASH13) is highly anticipated for a number of reasons. Pharmacyclic’s Ibrutinib could be viewed as one of the several catalysts sparking the biotech sector’s run the past 2 years. They are now within months of receiving approval for 2 indications where they could benefit patient lives […]
ASH 2013 Preview on rare blood disorders
This year’s annual meeting of the American Society of Hematology (ASH13) is highly anticipated for a number of reasons. Orphan diseases has been a key element in the bull market in biotech over the past 2-3 years. Consider that the market for hemophilia A treatments in 2011 was over $5 billion alone. Today’s preview will […]
ASH 2013 Preview on Multiple Myeloma
This year’s annual meeting of the American Society of Hematology (ASH13) is highly anticipated for a number of reasons. With the general market for the healthcare/biotech sector at all-time highs on the backs of Pharmacyclic’s Ibrutinib (stock is up 1000% since ASH11), Celgene’s Revlimid (~67% of their $6.3B 2013 revenue) and Amgen’s $10.6B deal for […]
CLDX – A look at CDX-1127
Celldex Therapeutics (CLDX) has one of the most anticipated data releases amongst small biotech companies this fall. They are scheduled to present data from their Phase 1 dose-escalation trial of a CDX-1127 (CD27, a T-cell stimulator) at the annual meeting of the Society for ImmunoTherapy of Cancer(SITC), November 7-10th. We will also likely see some […]
Ariad- Where Do They Go From Here
Following the FDA’s clinical hold, then discontinuation of the Phase III trial in front line CML for Ariad’s only marketed drug, Iclusig, the most pressing issue comes down to are finances. Ariad is a big spender, burning through $69 million in the second quarter of this year with $83 million in operating expenses. It will […]
Datasets in focus at IASLC this weekend
This weekend is the 15th annual World Conference on Lung Cancer, sponsored by tge International Assoc. for The Study Of Lung Cancer (IASLC). It takes place Sunday October 27th through Wednesday 30th (Site). Abstracts can be found here. In particular, we want to speak briefly about 7 presentations. PD1 inhibitors Bristol-Myers (BMY), Merck (MRK) and Roche (RHHBY) […]
Biocryst up on hope(hype) for HAE prophylaxis
In a previous post, Jason Chew provided some background and analysis on Biocryst (BCRX) BCX4161, an oral drug candidate for the treatment of hereditary angioedema (HAE). Biocryst’s stock is up 300%+ since July of this year on the back’s of Phase 1 trial of BCX4161 in healthy volunteers. With that said, we do question some […]
MDVN – Confusion over PREVAIL data explained in a single graph
On Tuesday, the market was rather confused on what to make of the PREVAIL news. To be clear, this wasn’t entirely the market’s fault: Medivation released a poorly worded press release that did not convey the whole story. A little extra detail would have gone a long way. From the press release, we know that […]
October 17- EOD
A mixed day in the market which was nice to see a day in which not all stocks were moving in the same direction. Obviously had some stock specific news with AMRN and the PSDV PDUFA and some more general biotech news. 1. AMRN was the stock of the day with about a 67% haircut […]
PSDV ALIM – Analysis of Iluvien for DME
On Thursday, Alimera (ALIM) and Psivida (PSDV) are expected to hear from the FDA on the status of their new drug application(NDA) for Iluvien(fluocinolone acetonide intravitreal implant) to treat chronic diabetic macular edema. With it’s third attempt, one could say Iluvien has taken the long and winding road to approval. The PDUFA date is October […]
ISIS Huntington’s Disease Program: A good start on an ambitious target
Huntington’s Disease (HD) is a neurodegenerative disease characterized by motor, cognitive and psychiatric symptoms. The most typical symptom, but by far not the only, is the occurrence of incontrollable, random and sudden movements (chorea). Symptoms appear around 30 and 40, and the life expectancy after the first manifestations is two decades. Huntington’s is caused by […]
Quick comments on Achillion and TG Therapeutics
(with Jason Chew) In biotech, all too often are investors given news on Friday that is not so good. With many updates expected by the end of the quarter, someone was bound to have the honors of being one of those companies. Today we had quite bad news out of Achillion and an update from […]
What to look for at AASLD 2013
We wanted to take a moment to highlight some of the presentations at the 2013 Annual Meeting of the American Association for the Study of Liver Diseases. This conference takes place Friday, November 1st thru Tuesday, November 5th and covers . Research interest in new therapies against the hepatitis C virus(HCV) still remain high, although […]
What to look for at ESMO 2013
Apropos to our post yesterday on upcoming medical conferences, we wanted to begin with some coverage of the European Cancer Congress 2013 (ECCO-ESMO). This conference takes place Friday, September 27th thru Tuesday, October 1st. Below we have some of the datasets and updates we are looking forward to seeing. ESMO planners also put out their, […]
KaloBios: a look at KB003 and KB004
(jointly with Jason Chew) KaloBios (NASDAQ: KBIO) completed its initial public offering this past January, securing $61.5 million in proceeds to fund operations and it recently raised $30M in a stock offering. In contrast to many companies in this year’s IPO class, KaloBios stock has suffered a drop of about 45% from its $8 debut […]
September 24- EOD
Not a lot going on today, which works out well as it has been a busy day for me outside of biotech. The market seemed to find its footing a little and biotechs appeared (dare I say it) a shade stronger than usual. A day does certainly not make a trend but I suspect that […]
September 24- EOD
Not a lot going on today, which works out well as it has been a busy day for me outside of biotech. The market seemed to find its footing a little and biotechs appeared (dare I say it) a shade stronger than usual. A day does certainly not make a trend but I suspect that […]
September 24- EOD
Not a lot going on today, which works out well as it has been a busy day for me outside of biotech. The market seemed to find its footing a little and biotechs appeared (dare I say it) a shade stronger than usual. A day does certainly not make a trend but I suspect that […]
Upcoming Fall medical conferences
With Fall approaching quickly, we head into one of the busier periods of medical conference presentations. In the next month, we have several widely followed conferences approaching and abstract releases for a number of others. Below are some of the key conferences that we will be tracking with some analysis to follow in subsequent articles. […]
