We have had a strong couple of days and clearly the biotech rally is in continuation mode but I still would not be surprised to see a day or two like today where it rests a little. Keep in mind that the IBB index is essentially an index of large cap biotechs and will move […]
ASH 2013 Preview on rare blood disorders
This year’s annual meeting of the American Society of Hematology (ASH13) is highly anticipated for a number of reasons. Orphan diseases has been a key element in the bull market in biotech over the past 2-3 years. Consider that the market for hemophilia A treatments in 2011 was over $5 billion alone. Today’s preview will […]
ISIS Huntington’s Disease Program: A good start on an ambitious target
Huntington’s Disease (HD) is a neurodegenerative disease characterized by motor, cognitive and psychiatric symptoms. The most typical symptom, but by far not the only, is the occurrence of incontrollable, random and sudden movements (chorea). Symptoms appear around 30 and 40, and the life expectancy after the first manifestations is two decades. Huntington’s is caused by […]
ALNY – Alnylam’s busy summer
Some viewed 2012 as a year of redemption for the field of RNA therapeutics with several notable successes in the sector. This year will likely also mark another important milestone for this specialty sector of the biotech industry. The next 30 days should be rather interesting for Alnylam Pharma (NASDAQ:ALNY) and to some extent Tekmira […]
Wednesday at the JP Morgan Healthcare Conference
With the JP Morgan Healthcare Conference wrapped up, I wanted to highlight some notes from the Wednesday 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 […]
ALNY – Alnylam falls behind competition
We have previously spoken about Alnylam Pharmaceuticals (NASDAQ: ALNY) legal troubles with Tekmira Pharmaceuticals, and successfully predicted they would settle. Today, we want to talk a bit about their current valuation and where their programs stand relative to competitors. Alnylam has the rights to some important intellectual property for the RNAi space, however, they are […]
ALNY – Troubled Legal Battle Ahead For Alnylam
With shares of Alnylam Pharmaceuticals (NASDAQ: ALNY) up well over 150% year-to-date, with 52 week highs at $21.38, we began an investigation into their current valuation and pending catalysts. Alnylam is a biotech company with technology/intellectual property rights on some key patents in the RNAi space, and some early-stage pipeline candidates for several indications. Unfortunately, […]
ALNY IDIX ISIS LXRX – Dispatches from the Morgan Stanley and UBS conferences
The annual Morgan Stanley Global Healthcare conference and the UBS Global Life Sciences conference were held September 10-12 and 19-20, 2012, respectively. The MS presentations were moderated by the analyst host, while the UBS presentations were webcast without a Q&A session. We will highlight timeline projections and other notes for a few biotech companies. Isis […]
ALNY ISIS – Updates from the JMP Healthcare Conference
If you aren’t a long-time BiotechDueDiligence blog reader or Chimera Research Group subscriber, you may wonder what one of our updates from biotech investor conferences and quarterly earnings conference calls looks like. These reports are not a detailed thesis about the company, nor do they purport to summarize everything the company said on the webcast. […]
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 […]
Updates from the Needham Healthcare Conference
The Needham Healthcare conference was held April 3-4, 2012, and as usual, find my notes below. The webcasts can be accessed at this link with the username “needham” and password “healthcare.” Remember that you can always search with a ticker symbol or keyword in the upper right corner of the Chimera site to bring up all articles […]
ISIS – Research & Development Day Pipeline Recap
Isis Pharma $ISIS held its annual research and development pipeline update for analysts and investors on January 5, 2012. Unfortunately there was no question and answer session, but I’ll review some of the highlights from the two hours of prepared remarks below. An overview of 2012 goals and milestones for the entire antisense pipeline was […]
