October 23-EOD

Not a lot of news in terms of data, although we saw BMY, AMGN, and LLY report earnings. The biotech sector was not as much of a relative underperformer today..

Catalyst Watch – Vol. 1, Edition 5 (10/22/13)

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.

October 22-EOD

This is going to be another early and quick note as I have another afternoon of meetings. Biotechs, in general, continue to underperform and I suspect there is still more.

October 18-EOD

It is a little early but the week seems to be winding down (as with most biotechs going down), so I am sending this out a little sooner than usual. .

October 17- EOD

A mixed day in the market which was nice to see a day in which not all stocks were moving in the same direction. Obviously had some stock specific news.

Week’s Option Activity (10/10~10/16)

The following stocks had notable activity in their options during the past week(s): $XOMA (10/10): 3,000 OCT 5.0 strike Calls were bought (stock at $4.69) for 0.50 or $150,000. This.

October 16- EOD

With the approach of an end (as temporary as it is likely to be) of the stalemate in Washington you thought we would be approaching the end of the macro.

October 15- EOD

While this may surprise you (not) but it was another macro driven day (I know you are probably getting as tired of reading that as I am of writing it)..

PSDV ALIM – Analysis of Iluvien for DME

On Thursday, Alimera (ALIM) and Psivida (PSDV) are expected to hear from the FDA on the status of their new drug application(NDA) for Iluvien(fluocinolone acetonide intravitreal implant) to treat chronic.

October 14- EOD

It was another macro day and will be until the mess in Washington is cleared (to a certain extent) but even when that happens will we likely still be in.

Catalyst Watch – Vol. 1, Edition 4 (10/11/13)

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.

October 11- Morning note

Well, we have three straight days of interesting news with ECYT rounding out the week. I want to focus on that today and get this out earlier than usual as.

October 10-EOD

Macro, macro, macro but now it is to the other way. We did have another big piece of news hit last night in terms of CLL, which I will talk.

October 8- Mid Day

While I wanted some more news from the biotech sector this was not exactly what I was planning. I discuss my thoughts on ARIA in an article on the street,.

Week’s Option Activity (9/30~10/4)

The following stocks had notable activity in their options during the past week: $ACHN (10/1): Substantial Call activity (both near and long term dated options). 28,500 JAN15 5.0/(7.5) strike long.

October 8- EOD

I would like to argue that it was more of the same today given the macro focus and that is likely true but today was certainly more of the same.

October 7- EOD

Macro, macro, and more macro. That seems to be driving the market and without any significant biotech specific news that was the word of the day. As we get closer.

October 4- EOD

It green morning with biotechs taking part in the early rally and showing perhaps some minor strength but nothing earth shattering. Again it was a relatively quiet day on the.

October 3- EOD

Outside of a weak day in the macro which appears mainly related to macro issues, there does not seem to be a ton of news. Biotechs were obviously weak with.

October 2- EOD

Some macro weakness today but biotechs seemed to hold up fairly well. While most were red, it did not seem to be overdone to the downside. Plus, there were some.

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