GenVec: hearing a comeback

On the verge of shutting down just a few months ago, Genvec (NASDAQ: GNVC) has recently had a comeback  that might last for a few more years if its partnered.

Quick Take On NBIX

I have not followed this story before today, but I’ll throw my hat into the ring anyways It looks like Phase 2b results turned out positive in this second study.

January 6 Biotech Update: A Slow Start to the Year

I hope everyone had a great holiday and is ready for 2014. It has not been a stellar start for the market or biotechs, which is a little worrisome but.

Catalyst Watch – Vol. 1, Edition 11 (12/31/13)

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 of publishing (or are.

Week’s Option Activity (12/11~12/20)

The following stocks had notable activity in their options during the past week(s): $ARRY (12/11): 3,500 DEC/MAR 5.0 strike Put Time spreads (stock at $5.09) were sold for a net.

December 20 Biotech Update- Wrapping up the Year

It was a good day for the market and biotechs were strong once again. It seems like tax loss selling is winding down and selling volume is starting to dry.

December 18 Daily Biotech Update- A Couple of Surprises

Well, the taper was exactly what the market and biotech sector need. Who saw that one coming? Is this simply a relief rally, start of a Santa rally, or setting.

December 18 Biotech Update- Rigorsertib Fail Pancreatic Trial (no surprise) and MRK Collaborates

We are getting into the doldrums so to speak and not much is going on. The market really seemed listless in the morning as I guess traders were waiting for.

Onconova- Pancreatic Cancer Trial Fails- not meaningful

Just a real quick note. ONTX announced the failure of rigorsertib in pancreatic cancer.  This should not be a surprise at all.  Clearly this is a negative headline and I.

December 17 Daily Biotech Update- What did CEMP say and what is wrong with PCYC?

It was a macro day to a certain extent with the broader market down but biotechs certainly underperformed. There were a few islands of strength but for the most part.

December 16 Biotech Update- More Antiobiotic News and Post-ASH Selloff

Stocks were strong out of the gate and biotechs with them but the market weakened throughout the morning. Biotechs did not necessarily lead the market lower but seemed to be.

Catalyst Watch – Vol. 1, Edition 10 (12/13/13)

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 of publishing (or are.

December 13 Biotech Update- Some Anti-infective Discussions

It was more of the same in the market (so to speak) and while there was some green out there, I am not convinced that we have completely consolidated that.

Analysis of TGR-1202, a PI3K Delta Inhibitor From TGTX

This is a quick take on the TGTX efficacy data presented at ASH this past weekend. TG Therapeutics reported PK data as well as results from the higher 800 mg.

December 12 Daily Biotech Update- More Thoughts from ASH

Today was a better day for biotechs but I still think that many of them want to test their moving averages which are still lower than these levels. As such,.

December 11 Biotech Update- Thought from ASH

I am back from ASH and ready to get back to writing the daily updates. There is a lot to cover, so it may take a couple of days. We.

Week’s Option Activity (12/2~12/9)

The following stocks had notable activity in their options during the past week: $XOMA (12/2): 2,000 MAR 5.0 Strike Calls (stock at $4.78) were purchased for 1.30 or $260,000 total.

December 5 Biotech Update- Who is Bayes and what does he have to do with Biotech?

Another slow day in the market but this will clearly change as we enter into ASH this weekend and early next week. At least we should have some interesting data.

December 4 Biotech Update- Why Did I Buy Innate Pharma?

To be honest it has been a fairly boring week (for the most part) and the market seemed weak in the morning but not in a meaningful manner. There was.

Catalyst Watch – Vol. 1, Edition 9 (12/4/13)

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 of publishing (or are.

Browsing 20 / 3 articles