April 16 Biotech Update- An Early Continuation But Still a Fragile Sector

This is another slow day (in terms of news) and this time I promise to keep it short and actually keep it short as the sector is so volatile right.

April 15 Biotech Update

Another day and nothing to talk about except more selling. There is really nothing more to say at this point that has not already been said. There is a significant.

April 14 Biotech Update-

It was a really slow day on the news front, which could simply relate to the start of a pre-holiday week. I did not think it would extend all the.

IBB – Biotech Sector in The Despondency Point

iShares Nasdaq Biotechnology (IBB) - Nasdaq The best indicators for our biotech portfolios are the biotechnology indices IBB, NBI, XBI or XLV. We will maintain our focus on the IBB as.

Catalyst Watch – Vol. 2, Edition 11 (4/11/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

April 11 Biotech Update- The Beating Continues

Well, there is not much to say about the market and sector other than selling is in vogue and there does not seem to be a clear catalyst that could.

Celgene Markman Hearing Documents

Celgene Reply Markman Decl ISO Celgene Markman Reply-1 CELG brief Natco got RLI illegally blocks access to employee who got RLI fro Natco

April 9 Biotech Update

As we have been apt to do, this morning was relatively strong but we need to see how this holds up throughout the day. If we are to be optimistic,.

April 8 Biotech Update- Revenge of the Pricing Questions

While I was expecting to talk a little about AGIO today, I want to go back to the macro sector sentiment as the proverbial hits keep on coming with ESRX.

April 7 Biotech Update- An Active AACR

So a lot to talk about and I will briefly touch on a lot and then expand later this week as I doubt many days will be a busy as.

Pfizer – Technical points to watch

Pfizer Inc. (PFE) -NYSE A long awaited date from Pfizer revealed on Sunday April 04, 2014 at the AACR-2014. Pfizer  announced detailed results from the PALOMA-1 study, a randomized Phase 2 study.

Catalyst Watch – Vol. 2, Edition 10 (4/4/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

April 4 Biotech Update

As often happens when you have small children the best laid plans are often disrupted. So I am taking care of a child with a suspected strep throat infection (the.

April 2nd Biotech Update

The sector was a little manic today in that the large caps continue to find a good bid but as you move down the market cap food chain the price.

April 1 Biotech Update- Trying Not to be Fooled by the Rally

So it appears that window dressing is over and people are now willing to buy small cap biotechs but as with every other morning we need to see if this.

March 31 Biotech Update- Is this the Bounce We are Looking For?

So this seems to be the rally we were looking for but that is assuming it does not fade in the afternoon like every other recent rally attempt. So far.

Catalyst Watch – Vol. 2, Edition 9 (3/28/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

A Follow Up

Just a really quick update. I had a good email exchange with one of the lead ACLF trial investigators and he basically confirmed what CNAT noted in their CC. The.

March 28 Biotech Update- Treading Water Can Be Dangerous

So today was another mixed day for biotechs but the large caps still are above the recent lows and even the “bad” news of the sovaldi new scripts being down.

March 26- Biotechs are Not Dead Yet

This is a better day but sellers still seem there but buying seems more concerted today. It appears that yesterday was the buyers dipping their toes in the water to.

INSM – Quick take on Insmed

 Insmed (NASDAQ: INSM) is expected to report top-line data from a Phase II trial of Arikace in non-tuberculosis mycobacteria (NTM) infection tomorrow morning. This is a double-blind placebo-controlled study that.

March 25 Biotech Update- Would it Help to Cry Uncle?

Today certainly started as a better day in the sector but I would be careful of chasing this move. Ideally, we spend time building a base but a day or.

March 24 Biotech Update- Being Kicked When You Are Down

Every sell off starts the bubble talk and the more severe the selling the more intense the bubble talk. What is interesting about this time is that the bubble talk.

March 21 Biotech Update

[This was written Friday but the site was down and I was unable to post it. I am publishing it as it was Friday and will write another column later.

March 19 Biotech Update- Staying Focused

The trading today seemed a little calm (could be because I was out most of the morning) but this is not bad given the recent swings. A period of steady.

Quick Confirmation

I just talked to CNAT and confirmed that they have not seen any lipid abnormalities either at the pre-clinical or clinical stages. In addition, they noted that there is no.

Catalyst Watch – Vol. 2, Edition 8 (3/18/14)

Below are current tactical and strategic thoughts on approaching FDA and clinical trial catalysts for select names. Estimates, values and views are as of the date published (or are noted),.

March 18 Biotech Update- Cause for Optimism?

This morning was much more encouraging than yesterday with the sector finally seeming to outperform the broader market. Obviously one day does not make a trend and even despite the.

Corcept – Fourth time a charm?

Corcept Therapeutics (CORT) is currently awaiting topline Phase III data for Korlym(mifepristone) in psychotic depression in the second quarter. Currently, Corcept projects Korlym will do net revenue between $24-$28 million.

March 17 Biotech Update- Due for a Bounce?

The sector looked good this morning but seemed more in line with the broader market and not necessarily a signal of strength. We are at a region where we should.

March 14 Biotech Update- Seeing Red as Value or the End?

Interesting morning for the sector with the broader market relatively unchanged and the biotech sector selling off hard. Why would this be the case? Is it something fundamental to the.

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