Pfenex: Biosimilar Enthusiasm Is High

San Diego’s Pfenex Inc. is riding the market’s enthusiasm for biosimilars, molecules that although not considered identical, can be automatically substituted for biologic drugs. Previously considered immune to generic competition, recent regulatory changes have cleared the path to entry for copycats of so-called large molecule compounds. A looming patent cliff in 2020 puts about $100 […]

Revisiting the Bubble Debate

With this week’s moves in the market and with the JP Morgan Healthcare conference finished, I think its time to bring up the debate again about whether or not biotech may be in a bubble. While most are familiar with the outstanding sector performance, lets just put it into context a bit. Since the March […]

CBSTZ: New developments for Cubist CVR

A quick update on CBSTZ the Cubist CVR. Today Cubist filed an 8-K notifying CVR holders that it intends to purchase all the CVRs at $0.059225 on February 2, 2015. This is known as a “Failure Purchase Notice”. Below is a link to the 8-K: http://www.sec.gov/Archives/edgar/data/912183/000110465915000010/a14-26868_48k.htm This outcome is listed as a possibility in the […]

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 […]

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, […]