Datasets in focus at IASLC this weekend

This weekend is the  15th annual World Conference on Lung Cancer, sponsored by tge International Assoc. for The Study Of Lung Cancer (IASLC). It takes place Sunday October 27th through Wednesday 30th.

Merck – Quick Chart Review

Merck & Co. Inc. (MRK) -NYSE For the first time since March 1st, MRK’s price dropped below its 200-Day Moving Average. This is worth a deeper look at the price action.

Biocryst up on hope(hype) for HAE prophylaxis

In a previous post, Jason Chew provided some background and analysis on Biocryst (BCRX) BCX4161, an oral drug candidate for the treatment of hereditary angioedema (HAE). Biocryst’s stock is up.

October 24-EOD

I want to be cautiously optimistic on the recent performance of biotechs. Yesterday ending up being a decent day and today started off okay. The sector is not burning it.

MDVN – Confusion over PREVAIL data explained in a single graph

On Tuesday, the market was rather confused on what to make of the PREVAIL news. To be clear, this wasn’t entirely the market’s fault: Medivation released a poorly worded press.

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.

Browsing 20 / 3 articles