Some highlights from Day 1 at Needham

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.

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 […]

ALNY TKMR – Updates on Alnylam and Tekmira

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 […]

Cubist Settles Patent Lawsuit- Reader Questions

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 […]