Bristol-Myers Squibb Company (BMY) -NYSE Interesting price action since October 15th, after touching the support line $47.52 and bouncing back to start a new uptrend, we were looking to reach at least the last 52-weeks high at $57.49 . But BMY’s price spike even higher reaching new 52-weeks high $59.03 on October 30th after reporting […]
Quick Note on GWPH
GWPH has been on one huge rollercoaster. After climbing back from $61 in mid-October to $80 in late November, it has given up 15% in just the last 3 trading days, falling back to $68 as the rest of biotech surges following their morning Q3 conference call. Perhaps investors had been expecting more detailed data […]
Quick Survery
We are constantly looking for was to improve Chimera and ensure that everyone is getting value for their money. As part of this process, we are looking for feedback from you all. Please take the time to fill out this quick survey, so we can learn where we need to improve and what you find […]
What to Look For at ASH 2014
The year is nearly over, though it feels like scientific conferences never end. December 6th marks the last big Cancer meeting of the year- then we turn the page to 2015. We’ve put together a list of over a dozen companies presenting at ASH, along with data we believe investors will be looking for: AGIO […]
ABBV Survey Results [Free Content]
Earlier today on twitter there was a robust debate about the weakness seen in GILD and how this is related to fears on the upcoming competition from ABBV/ENTA. It seemed clear that there was a debate over the ultimate discount that ABBV was going to offer when compared to the GILD regime. While everyone had […]
GWPH: A Compelling Story
GW Pharma’s Tuesday morning R&D meeting looked pretty good. Efficacy data were released for 58 patients with full 12-weeks of epidiolex treatment- 40 of whom have been treated for 16-weeks. The total safety database consisted of 151 patients who have received any drug. Data from this larger pool of 58 patients- double that from the […]
Biotech Survey Results- Number 1
This is the first report on what I want to be a fairly regular set of surveys. I want to keep the surveys short to maximize participation as the more responders the more relevant the results. I also plan on regularly doing the question on market direction and top three, so over time we will […]
Sarepta at World Muscle Society: Follow-up
The only new data provided by Sarepta were various measures of lung function, including, including %predicted MIP, MEP, and FVC; all of which demonstrated stabilization through 144 weeks for the 12 boys in the treated population. Individual patient data were once again provided, this time at the 144 week time point. As the trend has […]
CNAT – A Quick Chart Update
Conatus Pharmaceuticals Inc. (CNAT) –Nasdaq CNAT was trading within a downtrend channel since June 16th after reaching the high of $9.90, finding a base around the $6.00 weekly support line as mentioned several time at Chimera’s twitter private feed and was moving side way in a consolidation mode for two weeks. J: $CNAT bouncing 8.5% […]
SRPT- A Squeeze In The Making
Sarepta Therapeutics, Inc. (SRPT)-Nasdaq Sarepta is preparing for a busy 4th quarter ahead of the NDA submission as confirmed again by the company’s CEO Chris Garabedian during the Morgan Stanley Healthcare Conference on September 10th. We received guidance in April from the FDA that outlined a very clear path-forward, which resulted in a plan […]
SRPT and SAGE: Quick Notes
Nice 36-month Natural history study (or “Pane Study”) in Duchenne published essentially confirming what’s pretty much already known- that boys age 7 and over decline more rapidly than those under 7. They had previously reported 24 month results. This study and the Eteplirsen study are largely comparable. Average age of the older boys subgroup are […]
GW Pharmaceuticals: Quick Update
Investors are waiting impatiently for GW Pharma’s December R&D day. The most sought-after information is updates on the Epidiolex Expanded Access Program in Dravet Syndrome. A previous analysis involved 27 patients; there are now 100 boys being treated as of the third quarter. Even if a significant number of patients are excluded as data immatures, […]
[Free Report] JNJ Aquires Alios: What This Means For Achillion
Johnson & Johnson announced today it will acquire privately held Alios BioPharma for $1.75 Billion in cash, gaining rights to the mid-stage treatment for infants with respiratory syncytial virus (RSV), AL-8176, and early stage nuc AL-335 for HCV. “We are excited that this acquisition will enable us to explore treatment options for a number of […]
ECYT Fails to Meet OS Endpoint; Hope Rests on Tubulysin
Endocyte presented much anticipated results from its Phase II TARGET trial of vintafolide in non-small cell lung cancer (NSCLC) at the European Society of Medical Oncology (ESMO) Congress. The study compared vintafolide to vintafolide plus docetaxel, to docetaxel alone as second line treatment in folate-receptor positive patients with NSCLC. As a reminder, Vintafolide is a […]
Update on previous coverage
After a while since our last update on these stocks, we wanted to provide an update to our readers on their recent developments and what to expect in the future. Stemline (STML) The company’s shares had an excellent post-IPO performance as a result of the positive data of its drug SL-401, a modified dyphtheria […]
[Free Report] SIGA Files for Bankruptcy; NeuroDerm Files for IPO
SIGA Technologies filed for Chapter 11 bankruptcy protection Tuesday as it seeks time to appeal a court order favoring PharmAthene. In an earlier ruling, the Delaware Court of Chancery found SIGA had failed to execute its licence agreement with PharmAthene relating to the smallpox drug Tecovirimar. SIGA believes the lump sum payment and damages it […]
A closer look at these veterinary stocks: PETX, KIN, PARN
Animal health (AH) is gaining more and more attention from investors as new companies go public amidst the biotech IPO frenzy. In this report, we’ll focus on three new veterinary stocks that began trading over the past few months. According to the American Pet Products Association (APPA, ref ), animal care is a market […]
GWPH: Full Throttle Ahead
GW Pharmaceuticals looks to be quite busy in the next few months as a number of trials are initiated. Rapid development along with promising initial results for epilepsy drug Epidiolex have sent shares soaring. In merely a year, the company has directed investor attention away from slow sales of its most advanced drug Sativex to […]
Merck – Preparing For The Next Move
Merck & Co. Inc. (MRK) -NYSE Lately, Merck was under the spot light after Idenix Pharmaceuticals deal, paying $3.85 Billion more than triple Idenix’s market capitalization before the deal , and to take part of the Hepatitis C battle, one of the hottest areas of drug development along with GILD, ABBV and BMY. But the […]
July 22 Biotech Update
Today and tomorrow are more of the same in that we seem to be in a holding pattern for the large cap earnings. So I will keep this short and sweet as there is not really a ton to talk about. As I have noted before, the reaction to the earnings is going to be […]
