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 […]

September 19- EOD

It was a relatively quiet news day. I was not sure there would be much to write about and there is nothing really new or compelling. There are some quick hitters for today and hopefully we can get some more news going tomorrow and next week. 1. I wrote a response to the ARIA bear […]

September 18- EOD

It was Fed day today, so the market was very macro driven in terms of price action. The Bernank doubled down on easing, which was a good macro environment. That being said biotechs were more mixed. I am actually starting to look at biopharma as more QE will likely lead to yield chasing. There were […]

September 18- EOD

It was Fed day today, so the market was very macro driven in terms of price action. The Bernank doubled down on easing, which was a good macro environment. That being said biotechs were more mixed. I am actually starting to look at biopharma as more QE will likely lead to yield chasing. There were […]

September 18- EOD

It was Fed day today, so the market was very macro driven in terms of price action. The Bernank doubled down on easing, which was a good macro environment. That being said biotechs were more mixed. I am actually starting to look at biopharma as more QE will likely lead to yield chasing. There were […]

September 12- EOD

Another relatively weak day in biotech land but this is not to say that the market in general was particularly strong. It is not surprising that both the market and biotechs seems to be taking a breather and would also not be surprising to see it last more than a few days. That being said, […]

September 12- EOD

Another relatively weak day in biotech land but this is not to say that the market in general was particularly strong. It is not surprising that both the market and biotechs seems to be taking a breather and would also not be surprising to see it last more than a few days. That being said, […]

September 12- EOD

Another relatively weak day in biotech land but this is not to say that the market in general was particularly strong. It is not surprising that both the market and biotechs seems to be taking a breather and would also not be surprising to see it last more than a few days. That being said, […]

September 11- Morning

This is both an early and short report for today as I am on sick child duty for the day. Luckily it was not a particularly newsy morning and if there is something particularly compelling I will write a short note this evening. 1. I did want to follow up on the SGMO abstracts that […]

SGMO – Abstracts

The SGMO ICAAC abstracts are now available. This links to the late breaker abstract. Abstract: Background: Expression of CCR5 by CD4 cells is necessary for productive R5 HIV infection. Biallelic KO of CCR5 in CD4 cells by SB-728-T is enhanced in CCR5 Δ32HZ. This study was undertaken to assess the effect of SB-728-T on Δ32HZ, […]

September 10- EOD

Decent day in the market but biotechs did not seem to participate to the same extent. Of course, I do not have much time to follow the market on Tuesday but today seemed more like a consolidation day for biotechs than a follow through. There was a decent amount of red on my screen with […]

August 27- EOD

I have bemoaned about slow days before but very little biotech news today. I will do some more macro Syria coverage and some tidbits from the biotech world. That being said, I think the market is heading into a time that will be driven more by macro issues than stock specific fundamentals. 1. It seems […]

July 17- EOD

Well, we finally had a biotech merger but not any of the ones we expected. Outside of the small cap buyout, there was not a lot new today. 1. SPPI bought TLON this morning. What is really odd was that I almost wrote about SPPI yesterday but decided against it. When I was thinking about […]

Week’s Option Activity (5/20~5/24)

The following stocks had notable activity in their options during the past week: $JAZZ (5/20): 4,000 SEP/JUN 55.0 strike Put Time spreads were traded (stock @ $58.36) for a net debit of 3.15 or $1,260,000. Specifically, 4,000 JUN 55.0 strike Puts were sold for 1.15 against a purchase of 4,000 SEP 55.0 strike Puts for […]

May 20th – End Of Day Biotech Wrap-up

Outside of a not completely unexpected merger, it was a relatively quite start to the week. As has been par for the course, ASCO oncology stocks tended to be weak but not in a significant manner. Perhaps we are having the quite before the storm. 1. PPHM announced its agreement with the FDA on a […]