ALNY – Alnylam falls behind competition

We have previously spoken about Alnylam Pharmaceuticals (NASDAQ: ALNY) legal troubles with Tekmira Pharmaceuticals, and successfully predicted they would settle. Today, we want to talk a bit about their current valuation and where their programs stand relative to competitors. Alnylam has the rights to some important intellectual property for the RNAi space, however, they are […]

ONTY – Preparing For The Next Move

Oncothyreon Inc (ONTY)-Nasdaq Oncothyreon’s getting a lot of attention ahead of its near term catalyst set for Q1 2013 with the final analysis of its pivotal START trial. Results expected during January to February 2013. Daily chart On 11/7/2012, along with the negative sentiment in the overall US markets, and especially in the Biotech sector, […]

CLDX – A Positive Divergence Case

Celldex Therapeutics, Inc. (CLDX)-Nasdaq CLDX’s chart is one of a kind and very easy to understand even by a novice chart technician. It has been repeating the same moves, creating a pattern that makes it easy to predict, using a historical resistance & support lines to find the points of the reversals. Starting in June […]

What to expect at SABCS12 from Celldex

As Celldex Therapeutics comes closer to their presentation at the San Antonio Breast Conference Symposium this weekend, we wanted to provide a primer on their CDX-011 program. With around $370 million in market capitalization, we do not believe the market is adequately valuing the CDX-011 program. We plan to walk thru the data and potential […]

FOLD – Getting Ready For The New Uptrend

Amicus Therapeutics, Inc. (NASDAQ: FOLD) With FOLD on the move again, we wanted to look at how the stock is performing from a technical perspective , especially after Patrick’s report “FOLD – Bullish on Amicus Therapeutics” which highlighted the upcoming catalysts for this company. In particular, the top-line data from their Phase 3 study of […]

Rheumatoid Arthritis Treatments: The Decade Ahead

Rheumatoid arthritis sufferers have seen dramatic improvements in the standard of care over the last 25 years. Prior to the approval of methotrexate (MTX) in 1988, the best that doctors had to offer were NSAIDs and analgesics to manage pain and inflammation. As the first approved disease modifying drug, MTX revolutionized RA treatment and is […]

INCY, LLY – Baricitinib at ACR 2012

Incyte Corp and Eli Lilly participated in an investor meeting following the presentation of Phase II data for their jointly developed JAK inhibitor, baricitinib, at the American College of Rheumatology (ACR) on November 13. Baracitinib is a selective and highly potent JAK1/2 inhibitor entering Phase III studies in Rheumatoid Arthritis (RA). The companies described highly […]

ALNY – Troubled Legal Battle Ahead For Alnylam

With shares of Alnylam Pharmaceuticals (NASDAQ: ALNY) up well over 150% year-to-date, with 52 week highs at $21.38, we began an investigation into their current valuation and pending catalysts. Alnylam is a biotech company with technology/intellectual property rights on some key patents in the RNAi space, and some early-stage pipeline candidates for several indications. Unfortunately, […]

THLD – More uncertainty ahead for Threshold

As we previously suggested, Threshold Pharmaceuticals (NASDAQ: THLD) had some question marks about their future prospects of TH-302 in two key indications: pancreatic cancer and soft-tissue sarcoma. Recent data readouts have brought these issues into focus again. Although Threshold has a good cash position, we feel their lead (and only) drug, TH-302, will have a […]

FOLD – Phase II Amigal Co-administration Update

Amicus Therapeutics released updated data Thursday for its chaperone molecule Amigal (migalastat) for Fabry disease at the American Society of Human Genetics (ASHG) Annual Meeting. Results looked good, continuing to build on positive data presented earlier this year. This study looks at the ability of Amigal to increase the activity of Enzyme Replacement Therapies (ERTs) […]