A lot of movers today and most were deep in the red. A lot of the moves were ASCO stocks selling off after the abstracts were released last night but some recovered (PCYC) while others stayed deep in the red (INFI) or moderately red (ARIA and MDVN). There is a lot to talk about but […]
Well, this is my first daily rundown for subscribers and while many of you have received these as emails, this might be new for others. In general, I like to take some of the more interesting stories of the day and put them into a context that would allow you to develop an effective trading […]
The 12th Annual Needham Healthcare Conference began today with a number of presentations by widely biotech companies. Below we have a slideshow of the summary slides from companies that we are following or have an interest in. These include Astex (ASTX), Cubist (CBST), Infinity (INFI), Insmed (INSM), ISIS (ISIS), Sarepta (SRPT) and several others.
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 […]
With the JP Morgan Healthcare Conference wrapped up, I wanted to highlight some notes from the Thursday session. I tried to keep them as concise as possible. We will say that we did see a lot of material that will keep up us busy for the year. You can find the webcasts to any of […]
With the summer almost over, we want to highlight some of the major medical meetings that will be pivotal events for many companies. September thru early December is ripe with upcoming data releases that can be presented at these events. We have attempted to list some of the more important conferences, but it’s entirely possible […]
This post will provide a few updates from a number of recent presentations by Alnylam $ALNY (First Quarter 2012 earnings call and conference call regarding ALN-RSV data) and Tekmira $TKMR (First Quarter 2012 earnings), two developers of RNAi technology and therapeutics that are simultaneously partners and bitter opponents in a series of legal battles. My […]
First off, Cubist has just settled with Teva over their patent litigation that will prevent Teva from entering the market until 2018. More details on that later. I got a some very good questions from a reader regarding Cubist and Cubicin so I thought I’d share them. There were quite a few, so I’m cherry […]