PPHM – Peregrine’s Bavituximab future looks bleak

We have previously discussed[1][2] the numerous shortcomings of the overhyped oncology developer, Peregrine Pharmaceuticals (NASDAQ: PPHM). With further details on a botched Phase II trial that still leave many questions, investors still have not woken up to the fact that Bavituximab is worthless. In 2013, we expect to see another failed trial in first-line lung […]

ARIA – Ariad: Overvalued

Investors have high expectations for Ariad’s recently approved drug Iclusig. The tyrosine kinase inhibitor performed well in a pivotal Phase II of resistant/intolerant CML and Ph+ ALL patients. The successful PACE trial allowed for accelerated approval in mid-December 2012, with the launch beginning a few weeks later. Briefly, there are currently five approved targeted therapies […]

NLNK – 2013 Outlook for Newlink Genetics

Earlier this year, we mentioned our interest in NewLink Genetics (NASDAQ: NLNK) throughout 2013 with a keen eye toward their upcoming interim Phase III data. Currently, Newlink’s main asset is novel immunotherapy called HyperAcute Pancreas, or Algenpantucel-L. With the recent $49 million cash raise and upcoming interim look, we wanted to take a deeper look. […]

Dynavax’s upcoming dance with the FDA

Dynavax (NASDAQ: DVAX) has an upcoming FDA decision on Hepislav with a PDUFA date of Sunday, February 24th. On November 15th Vaccines and Related Biological Products Advisory Committee(VRBPAC) delivered a surprising 8 to 5 with one abstention that there was insufficient data to adequately support the safety of HEPLISAV. The stock cratered over 50% on […]

Upcoming WORLD symposium meeting

(with Jason Chew) Lysosomal Disease Network WORLD Symposium meeting The Lysosomal Disease Network (LDN) WORLD Symposium provides an interdisciplinary forum to explore and discuss specific areas of research and clinical interest related to lysosomal diseases. With regards to clinical data presentations, all of the important clinical data will be released on Friday, February 15th. Amicus […]

DEPO – Making sense of the AdCom Noise

Summary of our recent coverage/positions: October 26, 2011: We reiterated a BUY, see report April 21, 2012: We reiterated a BUY, see report October 17, 2012: We reiterated a BUY, see report January 31, 2012: I tweeted that I sold my shares, see tweet Respective Outcomes: Gains from coverage initiation in October 2011: +52% Gains from […]

Preview of the 2013 ASCO GU Symposium

The 2013 ASCO Genitourinary Cancers Symposium provides an interdisciplinary forum to explore and discuss specific areas of research and clinical interest related to lysosomal diseases. With regards to clinical data presentations, all of the important clinical data will be released on Friday, February 15th. Abstracts can be searched with this link. The embargoes on abstract […]