We had a nice little correction yesterday but while it was certainly a meaningful move compared to recent price action, it did not really remove any of the real fluff in the sector. That being said it could be enough to reset the “over bought” conditions and lead to a continuation of the rally. While […]
December 6 Biotech Update
The sector and stocks are going to give everyone whiplash. Despite their being some out performers, it seems like every move higher gets smashed later in the day. There are too many stocks to count that make a nice move higher only to end the day red. As I noted yesterday, it is unclear the […]
December 6 Biotech Update
It was a good day for most of the sector and ASH names except the ones I seemed to own. In any case, it was good to see the sector respond positively to ASH in general despite the odd reaction in a couple of names. I will continue with my ASH related reports today. 1. […]
ASH Update 2: BLCM
Bellicum Pharmaceuticals’ leading clinical candidate is BPX-501, individualized T-cells transduced with a controllable suicide gene. They are being studied for use as an add-back following T-cell depletion during Haploidentical Stem Cell Transplant (HSCT). For individuals with certain hematological disorders, whether malignant or not, stem cell transplants represent the only hope for a cure. Siblings make […]
BLCM: Staying on the Sidelines
Bellicum is a small biotech developing drugs in the hot field of adoptive cell therapeutics. Their lead candidate is a personalized T-cell product for use after stem cell transplants to prevent early infections. These cells are designed with a safety switch as a safeguard. The early stage pipeline consists of CAR-T and TCR based immunotherapies. BPX-501: To prepare […]
BLCM: Limited Opportunities In a Changing Environment
The driving interest in Bellicum revolves around its safety switch for use in hematologic stem cell transplants. It’s product, BPX-501, is a T-cell therapy containing a caspase-9 gene that can be activated by the compound rimiducid, leading to cell apoptosis. BPX-501 is initially being positioned as an adjunct T-cell therapy for allogeneic HSCT. Stem […]
December 18 Biotech Update
Another rally in the making as we are snapping back from the oversold conditions. It was only a matter of time for this snap but the bigger question is how the market builds upon it. Ideally, this gets the market to new highs with the worst case scenario being we put in a lower high. […]
