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 […]
DCTH – Flash note on Delcath’s NDA acceptance
Delcath (NASDAQ: DCTH) is approaching a key catalyst related to its technology Chemosat. The company is slated to hear from the FDA with regards to the acceptance of its NDA for the Chemosat technology and we’ll know whether it’s granted priority review (expected announcement on October 14), or standard review (expected Oct 28). Depending on the […]
VRTX – Vertex: Kalydeco Is The Key
Catalyst: North American Cystic Fibrosis Conference, October 11 Outlook: Neutral Ten abstracts from Vertex have been accepted at the North American Cystic Fibrosis Conference (NACFC). Investors will be keenly focused on the October 11 presentation titled, “The Investigational CFTR Corrector, VX-809 (Lumacaftor) Co-Administered with the Oral Potentiator Ivacaftor Improved CFTR and Lung Function in F508DEL […]
Updates out of ESMO12
The European Society for Medical Oncology (ESMO) Congress 2012 kicked off this weekend and goes until October 2nd(Tuesday). Abstracts with data for those presentations that have already occurred can be viewed and searched here(link). We did get several updates from companies that we would like to review. First up is Threshold Pharmaceuticals (NASDAQ: THLD). On Saturday, they presented […]
ZIOP – Analysis of Ziopharma
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 […]
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 […]
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, […]
ESMO12 Abstracts of interest
The European Society for Medical Oncology (ESMO) Congress 2012 kicks off on September 28th thru October 2nd. Abstract titles are currently able to be viewed and searched here(link), but no other descriptive information is available. Abstracts will be available before-hand on September 17th, with late-breaking abstracts coming during the Congress. Synta Pharmaceuticals (NASDAQ: SNTA) Several sources […]
