November 30 Biotech Update

We are heading into ASH and that is sure to be the topic of much discussion but I find it more and more difficult to trade these medical conferences as.

November 25 Biotech Update

Trading is slow this week but news is not. Yesterday was better but I still think it is too early to call the sector back but at the very least.

November 23 Biotech Update

Of course, it is Thanksgiving week and the kids have off school so I will keep this focused on the big news of the day and that is the PFE/AGN.

November 20 Biotech Update

The sector still cannot gain real footing and follow positive days with additional positive days. That being said as long as the positive days either outnumber or have higher gains.

November 18 Biotech Update

It seems like every time I am out of town something major happens. I have not really followed the sector trading, so I cannot really comment on that but obviously.

November 13 Biotech Update

It has been a tough couple of days with pretty broad weakness but we will see how we end the week as many stocks have had a decent run so.

November 11 Biotech Update

The market seems mixed and searching for direction. It seems hard to see a clear trend in the sector or within the sector. Some large caps are strong and others.

LOXO: Staying On TRK

Loxo Oncology presented highly anticipated results from its ongoing Phase 1 study of TRK inhibitor LOXO-101 yesterday November 8, in a latebreaker at AACR-NCI-EORTC; they did not disappoint. Disclosure of.

November 9 Biotech Update

My daughter made it through surgery with flying colors, so I have time for a quick note. I do not want to focus on individual companies but a broader theme.

November 6 Biotech Update

Despite some additional M&A news the sector is off to a weak start. I suspect this eventually reverses today but would also take it as a strong signal if we.

November 4 Biotech Update

The sector certainly seems to be getting it legs back. The SMID are finally starting to get a bid (even if it is partly driven by short covering but it.

November 2 Biotech Update

We finally get a merger Monday of sorts although only one of the deals is a public company. It will be telling to a certain extent how the SMIDs respond.

The XBI In The Take Or Break Zone!

  SPDR S&P Biotech ETF (XBI)–NYSE   We will maintain our focus on the XBI as the biotech barometer. After the double bottom around 59 points a month ago, the.

SRPT: Better The Devil You Know

The Bull/Bear tussle in Sarepta has been ongoing for years now. Long term investors have ridden a rollercoaster as excitement has inevitably been followed by disappointment. Its Exon 51 skipping.

Global Blood Therapeutics: Targeting Sickle Cell Disease

Global Blood Therapeutics (GBT) is a recent graduate of Third Rock Ventures, a highly regarded firm with a list of innovative portfolio companies including Bluebird Bio, Foundation Medicine, Agios, and.

October 29 Biotech Update

As I noted before, it appears that the sector is improving and while I would not say it has turned, I would argue that the odds are better that the.

October 28 Biotech Update

The sector seems to be getting its feet but unevenly and in fits and starts. It looks like the large caps are probably the most consistent outperformers with some strong.

October 26 Biotech Update

I really thought the week would start with more of a bang but it seems much more like a whimper. Sure we had more VRX news/speculation but we really did.

October 23 Biotech Update

Unfortunately, the discussion for the sector continues to revolve around specialty pharma. This has brought the sector down (although perhaps not down as far as we would have thought, so.

October 21 Biotech Update

The sector continues to be under pressure, although we seem to be staying above the recent lows which remains critical. We are entering earnings season and it will be interesting.

October 19 Biotech Update

Another slow start to a week with expectations of merger Mondays once again dashed. The only real news was the VRX earnings, which is where we will focus today. VRX.

October 16 Biotech Update

Some interesting news that I want to focus on today. It seems that sentiment is finally starting to turn as the sector is rallying even though we have some less.

Raptor Pharma: Of Cystinosis and Huntingtons

Raptor Pharmaceuticals is a small Novato, CA. company that markets Procysbi for the treatment of nephropathic cystinosis. It has active clinical trials in Huntington’s Disease and Leigh Syndrome. A recent.

October 14 Biotech Update

I am not sure if the sector sold off yesterday as simply a normal short term move or whether there were real concerns about the democratic debate. I suspect a.

October 12 Biotech Update

Another start to the week and another week without the M&A that many think is needed to move the sector higher. I worry a little about that argument as one.

October 9 Biotech Update

I would say after yesterday that the sector looks a little better but I think more to the point it seems that volatility is the best word that describes the.

October 7 Biotech Update

So I think the sector told us what direction it wanted to move. We are getting to dangerous territory for another large leg downward. It does not help in the.

October 5 Biotech Update

Today is going to be a nice tell for the sector. We essentially have a positive market backdrop but more importantly competing headlines. There is the continued pricing discussion highlighted.

STARTRK-1: Lost In Space [RXDX]

This is a brief analysis of recent entrectinib data presented by Ignyta. Entrectinib is a multi-kinase inhibitor with potent activity against TrkA/B/C, ROS1, and ALK. It was licensed from Nerviano.

Sarepta Patent Issue – Ask The USPTO Reg Attorney

  This week BioMarin (BMRN) announced it won the first  DMD patent battle against Sarepta (SRPT) in a press release stating, “BioMarin Receives Favorable Ruling in the Use of Exon.

October 2 Biotech Update

Just when it seemed like the market could have been getting its footing we have the weak jobs report and we are back to a macro driven sell off. I.

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