The whiplash continues. A good day yesterday and weakness today. On the positive, it could be the case that we are continuing to build that messy bottom in the sector and so while I would like to see a nice clear uptrend, a long base building where we bounce around but do not make lower […]
July 16 Biotech Update
Not a lot of news this morning so I will keep it quick. We will have some earnings but large pharma tends to not be a leading indicator for biotech earnings but we will certainly watch to see if there is anything meaningful in the earnings or how the respective stocks react to the earnings. […]
13F Analysis of Best Performing Healthcare Hedge Funds (Q1 2015)
13F filings have arrived and it’s like Christmas day for me. I’ve been pouring through the filings, tweeting the interesting ones, and probably annoying everyone on twitter. These filings are a great idea generation tool, a starting place for due diligence, and way to get a peek at the focus of the best minds in […]
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 […]
BCRX – BioCryst – Entering The HAE Market
BioCryst announced on Monday July 22 the successful completion of a Phase I study on the safety and PK of BCX4161, a candidate for the treatment of Hereditary angioedema (HAE). HAE is a genetic disorder resulting from the loss or dysfunction of complement C1 Inhibitor (C1INH). Among the functions performed by C1INH is regulation of […]
Week’s Option Activity (7/15~7/19)
The following stocks had notable activity in their options during the past week: $NEPT (7/16): 16,000 (separated into trades of 6,000 and 10,000) AUG 4.0 strike Calls (stock at $3.71) were sold for 0.20 or total proceeds of $320,000. This trade is most likely a covered Call trade of an existing long stock position. $BCRX […]
