A look at TG Therapeutics

with Jason Chew TG Therapeutics (OTC: TGTX, formerly Manhattan Therapeutics), has caught a bit of attention recently with the rise of PI3K inhibitors. TG Therapeutics has 2 main assets: Ublituximab(TG-1101), an anti-CD20 mAb, and TGR-1202, a PI3K delta inhibitor. Both programs are currently behind competitors, but there could still exist an opportunity for both drugs. […]

DEPO – Action Ahead Of The AdCom

DepoMed Inc. (DEPO) -Nasdaq Serada is an investigational formulation of gabapentin, an FDA-approved immediate release pharmaceutical for the treatment of partial epilepsy and management of postherpetic neuralgia (PHN). Recently published studies suggest the potential application of gabapentin for the treatment of menopausal hot flashes. Based on these findings, Depomed has secured exclusive rights to develop […]

ISIS – A Promising Treatment For SMA

Outlook: Bullish Catalyst: American Academy of Neurology Meeting, Mid-March Isis Pharmaceuticals recently received approval for Kynamro, a drug to treat Homozygous Familial Hypercholesterolemia (HoFH); but it is the development of an early stage treatment for Spinal Muscular Atrophy (SMA) that is currently generating the most interest. It is the leading inherited cause of infant mortality […]

INFI – Infinity Pharmaceuticals Still Going Strong

Sentiment: Bullish Catalyst: ASCO, Early June 2013 Following a nice presentation at ASH 2012, Infinity Pharmaceuticals impressed once again at the annual JP Morgan Healthcare conference earlier this month. The company is developing the dual PI3K delta/gamma inhibitor IPI-145 in multiple hematological malignancies and inflammatory diseases, and HSP90 inhibitor Retaspimycin for lung cancer.  Results were […]

CLDX – 2013 Outlook for Celldex

Honestly, we have been one of the very few to stand by Celldex Therapeutics (NASDAQ: CLDX) over the past year and a half. The opportunity for CDX-011 marks a major inflection point in the company and the market is still not giving them much credit. Off the heels of strong data in December, we continue […]

ARRY – 2013 Outlook for Array

With the 2013 JP Morgan Healthcare conference wrapped up and time to marinate on some of the presentations, we are ready to share our view on the year ahead for many companies. Today, we want to revisit Array BioPharma Inc. (Nasdaq: ARRY). They currently have around $139 million in cash and could have 5 Phase […]

JPM13, Biotech Showcase: Management Meetings

Notes From The Conference ImmunoCellular Therapeutics (NYSE MKT:IMUC) Met with Peter Ho, former scientist and analyst, now Director of Business Development at Immunocellular Therapeutics. According to Ho, the reason for previous CEO Singh’s departure was a difference in vision for the company between him and the board; he was aiming for a sale while board […]

Three anti-infective plays with upcoming catalysts: ANAC DRTX TSRX

Anacor Pharmaceuticals  Tavaborole is a member of a new class of boron-containing antifungals in development by Anacor Pharmaceuticals (NASDAQ: ANAC). It was designed as a topical agent to target onychomycosis (fungal nail infection). The antifungal activity is exerted by inhibiting the fungal leucyl tRNA synthetase editing domain.  Data from the first of two Phase III […]

RTRX – Retrophin- From Hedgefund to Biotech

Introduction Started in 2010 as an “extracurricular activity” by hedge fund manager Martin Shkreli, Retrophin was officially formed in February 2011 to focus on developing drugs for orphan indications. The current pipeline consists of a single compound in Phase II along with three preclinical projects. It went public in December 2012 through a reverse merger […]

CLSN – Cautious on Celsion

With Jason Chew and Juan Pedro Rodríguez Serrate We are coming close to the top-line data release of Celsion’s Phase 3 trial of Thermodox in primary liver cancer. We have previously discussed our consensus view on the company throughout the year(CLSN – Quick Take- It’s Bear Territory , 3 Phase III trials set to read […]

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, […]