Upcoming Fall medical conferences

With Fall approaching quickly, we head into one of the busier periods of medical conference presentations. In the next month, we have several widely followed conferences approaching and abstract releases for a number of others. Below are some of the key conferences that we will be tracking with some analysis to follow in subsequent articles. […]

Catalyst Watch – Vol. 1, Edition 1 (9/20/13)

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 noted) and are subject to potential future, pre-catalyst revision: Ticker: VNDA ($13.16) Catalyst: AdCom for Tasimelteon Date/Timing: November 14, 2013 CRG View: Bearish Cash: $151.9m […]

September 20- Daily Update – SRPT

Obviously the big news of the day was the failure of drisapersen in their phase III trial and what it means for etperlirsen and SRPT. While it is not clear if this was RNA related but biotechs were generally weak, although not dramatically so. Before diving into the drisapersen, I want to touch on a […]

September 19- EOD

It was a relatively quiet news day. I was not sure there would be much to write about and there is nothing really new or compelling. There are some quick hitters for today and hopefully we can get some more news going tomorrow and next week. 1. I wrote a response to the ARIA bear […]

September 18- EOD

It was Fed day today, so the market was very macro driven in terms of price action. The Bernank doubled down on easing, which was a good macro environment. That being said biotechs were more mixed. I am actually starting to look at biopharma as more QE will likely lead to yield chasing. There were […]

September 18- EOD

It was Fed day today, so the market was very macro driven in terms of price action. The Bernank doubled down on easing, which was a good macro environment. That being said biotechs were more mixed. I am actually starting to look at biopharma as more QE will likely lead to yield chasing. There were […]

September 18- EOD

It was Fed day today, so the market was very macro driven in terms of price action. The Bernank doubled down on easing, which was a good macro environment. That being said biotechs were more mixed. I am actually starting to look at biopharma as more QE will likely lead to yield chasing. There were […]

September 17- EOD

Not a lot of stock specific news but some interesting larger biotech developments. The market held up better than I thought given yesterday’s close and biotechs seemed like slight underperformers but not to the same degree as yesterday.   That being said I think the CLVS news seemed to bring in some buyers, so they ended […]

September 16- EOD

It was a strong day in the market but a weak day in biotech. That being said I think there was a definite pattern in that the large caps and biopharmas seemed to outperform (although they were still weaker than the market) than the mid- and small- caps. In my mind, I read that as […]

September 16- EOD

It was a strong day in the market but a weak day in biotech. That being said I think there was a definite pattern in that the large caps and biopharmas seemed to outperform (although they were still weaker than the market) than the mid- and small- caps. In my mind, I read that as […]

September 16- EOD

It was a strong day in the market but a weak day in biotech. That being said I think there was a definite pattern in that the large caps and biopharmas seemed to outperform (although they were still weaker than the market) than the mid- and small- caps. In my mind, I read that as […]

Week’s Option Activity (9/3~9/13)

The following stocks had notable activity in their options during the past week(s): $RPRX (9/3): Several large trades today. First, 1,580 OCT 30.0 strike Calls (stock at $21.14) were bought for 1.20 or $189,600 – buyer makes money if stock trades north of $31.20 by October expiration. Second, what appears to be a SEP ratioed […]

GERN – Quick Take on Geron

Geron shares have run up substantially in recent days on speculation of positive results for its telomerase inhibitor imetelstat in an investigator sponsored study for the treatment of myelofibrosis. During the August 8th Q2 conference call, management noted the second 11 patient cohort had completed enrollment and met the pre-specified criteria of at least 2 […]

September 13- EOD

Generally a mixed day in biotech land today with some interesting stock specific moves but nothing really dramatic in terms of news. Looks like a quiet end to the week with stocks essentially performing in line with the broader market. 1. ECYT was up nicely today on the back of a Seeking Alpha article by […]

September 12- EOD

Another relatively weak day in biotech land but this is not to say that the market in general was particularly strong. It is not surprising that both the market and biotechs seems to be taking a breather and would also not be surprising to see it last more than a few days. That being said, […]

September 12- EOD

Another relatively weak day in biotech land but this is not to say that the market in general was particularly strong. It is not surprising that both the market and biotechs seems to be taking a breather and would also not be surprising to see it last more than a few days. That being said, […]

September 12- EOD

Another relatively weak day in biotech land but this is not to say that the market in general was particularly strong. It is not surprising that both the market and biotechs seems to be taking a breather and would also not be surprising to see it last more than a few days. That being said, […]

September 11- Morning

This is both an early and short report for today as I am on sick child duty for the day. Luckily it was not a particularly newsy morning and if there is something particularly compelling I will write a short note this evening. 1. I did want to follow up on the SGMO abstracts that […]

MYGN – To Myriad Investors – Your Risks are MyRisk

Co-Author: Dr. Tro Kalayjian Myriad (NASDAQ:MYGN) is a molecular diagnostics company that focuses on the development and marketing of predictive medicine, personalized medicine, and prognostic medicine tests in the United States. Their most well-known tests include BRACAnalysis/ BART, which are tests for hereditary breast and ovarian cancer, and COLARIS, another hereditary cancer test for colon […]