ACHN – Initiating Coverage

Achillion: Initiating Coverage Background: Achillion is a small biotech focused on the development of a cure for Hepatitis C. It has several compounds in its pipeline, all unpartnered. The two leading products are next-generation protease inhibitors, ACH-1625 and ACH-2684, followed up by a duo of NS5A inhibitors, ACH-2928 and ACH-3102. There has been considerable M&A […]

ARQL – Initiating Coverage

ArQule Inc.(NASDAQ: ARQL) is a mid-stage small molecule drug company that specializes in the development of tyrosine kinase inhibitors(TKIs). Their in-house drug development program, ArQule Kinase Inhibitor Platform (AKIP™), produced their lead product candidate, ARQ197, a selective small molecule inhibitor of the c-MET receptor tyrosine kinase. With Tivantinib entering Phase 3 trials in non-small cell […]

Clinical data expected by end of 2011

This post is meant to highlight some of the key data that is expected by year’s end 2011. We have highlighted some of those catalysts which should have a significant impact on price. We have some forthcoming coverage on ONXX, CELG, and ACHN. Data expected at the annual meeting of the American Society of Hematologists, […]

INCY – Stock Running Ahead Of ASH

Incyte Corp: Stock Running Ahead Of ASH Despite today’s slight pull-back, Incyte stock is finally making a comeback. It appears the company’s discussions at the November 29th Piper Jaffray Healthcare Conference have given investors renewed confidence that newly approved Jakafi will indeed have significant sales potential. Patricia S. Andrews, head of commercial operations did most […]

MNTA – Quick update on Momenta

Yesterday, we saw Momenta Pharmaceuticals (NASDAQ: MNTA) gain 12% on above average volume following some subtle court news that was not picked up by any news providers. Following Momenta’s win in court on October 28th for a preliminary injunction against Amphastar Pharmaceuticals and Watson Pharmaceuticals (NYSE: WPI) over their generic Lovenox, Amphastar filed an emergency […]

ASH Stock Preview

2011 ASH Stock Preview It’s the end of the year, which can mean only one thing- the American Society of Hematology Convention is coming up! ASH is the year’s largest meeting for researchers and investors interested in hematology, or blood cancers. This year’s convention will be held from December 9th through 12th in sunny San […]

YMI – YM Biosciences- A Quick Take

YM Biosciences- A Quick Take Tuesday, November 22 saw some wild moves in this stock, which plunged close to 38% in early afternoon trading before recovering for a 9.4% loss on the day. An astonishing 7.6 million shares changed hands, more than eight times the average for the previous three months. The action occurred on apparently no relevant news, […]

PFE & BMY – The anticoagulant market & the Apixaban Catalyst

Background: The market for anti-thrombosis agents is set for dramatic changes.  A thrombus is an aggregation of platelets which plays a key part in several life-threatening diseases, such as myocardial infarction, stroke, deep-vein thrombosis, pulmonary embolism, stent thrombosis, as well as other medical conditions. The market for therapies against thrombosis can be broken down simply […]

Clinical database updates

We got a chance over the past weekend to update the clinical database. After doing so, we felt the need to quickly highlight some potential catalysts. These events are likely to take place in the next 6 months and several companies have multiple upcoming value creating events. (To continue reading, sign up here or subscribers should […]

INCY – Incyte’s Drug Receives FDA Approval- Update

Incyte Receives Approval For JAK Inhibitor In Myelofibrosis Following a trend begun earlier this year, the FDA skipped ODAC and approved another innovative cancer drug before its PDUFA date. Incyte’s JAK1, JAK2 inhibitor ruxolitinib, now dubbed Jakafi, received marketing authorization today, November 16, two and a half weeks ahead of the original December 3 decision […]

MNTA: Initiating Coverage

Overview Momenta Pharmaceuticals(NASDAQ:MNTA) is a biotechnology company that specializes in the development of complex generic and novel drugs. Momenta specializes in the detailed structural characterization and engineering of complex sugars and proteins. Momenta was the first company to receive approval for a generic Lovenox, which is low molecular weight heparin, required very precise characterization of […]

ARIA – Initiate Coverage on Ariad

ARIAD Pharmaceuticals: Initiate Coverage Overview Ariad is a clinical stage biotech company with three compounds in development, ranging from Phase I to NDA submission. The most important of these is ponatinib, a pan BCR-ABL inhibitor for the treatment of Chronic Myeloid Leukemia (CML) and potentially other cancers. The compound is in a global registration study […]

SNTS – Initiating Coverage on Santarus

On November 8th, Santarus (NADSAQ:SNTS) reported third quarter earnings of $0.01 per share, which was in-line with estimates. Interesting to note, SNTS management has guided higher on Glumetza sales, and has indicated that they are hiring 40 more sales reps to detail the drug. Management further indicated that they anticipate at least $25 million in […]

DEPO, XNPT, PFE – Managed-care to stunt Lyrica, Horizant and Gralise with step-edits

The Neurology and Pain sectors have been very interesting for biotech investors focused over the past year. Xenoport (NASDAQ:XNPT), Depomed (NASDAQ:DEPO), GlaxoSmithKline (NYSE:GSK) and Pfizer (NYSE:PFE) have all had regulatory successes over the past several months. The problem is the regulatory successes haven’t necessarily resulted in financial success for companies and their shareholders. At a […]