ISIS and AEGR – Where do they stand after the FDA Advisory Committee meetings?

October 17 and 18, 2012 saw back-to-back meetings of the FDA Endocrine and Metabolic Drugs Advisory Committee (EMDAC) to review pending new drug applications (NDAs) for two drugs for homozygous familial hypercholesterolemia (HoFH): lomitapide from Aegerion Pharma (NASDAQ: AEGR) and mipomersen/Kynamro from Sanofi/Genzyme and Isis Pharma (NASDAQ: ISIS). As Chimera predicted, both drugs received positive […]

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 […]

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, […]

INFI – A Summer of Transition at Infinity Pharma

So much for July and August being dead months in the biopharma sector. Infinity Pharma (NASDAQ: INFI) has released a string of updates that promise to completely alter the trajectory of the company compared to just a couple quarters ago. Entering 2012, Infinity’s lead program was the hedgehog inhibitor saridegib (IPI-926, background info here). Unfortunately the company […]

LGND – Updates from the JMP Securities

The JMP Securities Healthcare Conference was held July 12-13, a rare biotech investor event during the summer doldrums [webcast link and check back at BiotechDueDiligence where I will archive select slides]. We will follow up with reports on Synta Pharma SNTA, Biosante Pharma BPAX, Spectrum Pharma SPPI, Alnylam ALNY and Isis Pharma ISIS, but for now […]

ATRS AIS – Antares Pharma’s Overactive Bladder drug: shoulda been named “Can’t-urol”

Antares Pharma $ATRS (formerly $AIS) developed Anturol, a proprietary drug-device combination for overactive bladder (OAB) consisting of a metered-dose pump that dispenses a gel containing the active ingredient oxybutynin. The product was licensed to Watson Pharma $WPI in July 2011, received FDA approval in December 2011, and launched in April 2012 with the brand name […]

ALNY TKMR – Updates on Alnylam and Tekmira

This post will provide a few updates from a number of recent presentations by Alnylam $ALNY (First Quarter 2012 earnings call and conference call regarding ALN-RSV data) and Tekmira $TKMR (First Quarter 2012 earnings), two developers of RNAi technology and therapeutics that are simultaneously partners and bitter opponents in a series of legal battles. My […]

INFI – Update on Infinity Pharmaceuticals

For the second time this year, on June 18th, 2012 Infinity Pharma held a conference call to discuss their hedgehog pathway inhibitor drug candidate saridegib (IPI-926). Unfortunately, as in January, the news was not good. After the data monitoring committee stopped the saridegib plus gemcitabine trial in January, Infinity decided to proceed with additional trials in […]

Updates from the Citi Global Healthcare Conference

The annual Citi Global Healthcare Conference was held February 27-29, 2012, and as always we listened in on the webcasts to identify key takeaways for Chimera Research Group shareholders. These write-ups may be brief due to overlap with comments at other recent investor conferences – see links below.   Amarin $AMRN (Leerink Swann notes – company overview) “We […]

Updates from the Leerink Swann Global Healthcare Conference

The annual Leerink Swann Global Healthcare Conference was held February 15-16th, 2012. Several companies that I follow for BiotechDueDiligence and Chimera Research Group presented, and I will summarize the highlights below. Isis Pharmaceutical $ISIS (Archived Chimera content – Pipeline Notes) KYNAMRO (mipomersen) Genzyme/Sanofi are preparing for launch this year. EU application was filed July 2011. […]