I wanted to follow up on the discussion of yesterday less with an analysis of the potential dance partners for ONXX but more in terms of where do we go from here. Obviously the speculation in mid and small caps space is who will be next. This list could encompass just about every company but […]
July 1- EOD
Today was the fallout of the AMGN bid for ONXX. There are a couple of aspects of it that I want to touch on and go a little further than my article this morning. 1. In my article I tried to cover the companies that I thought had the most compelling reasons to be interested […]
AEGR – Quick commentary on Aegerion
Aegerion has been one of the best performing stocks over the past 6-12 months. This has been driven by the value creation of Juxtapid (lomitapide), a small molecule microsomal triglyceride transfer protein inhibitor, was approved by the FDA and EMA adjunct to a low-fat diet and other lipid-lowering treatments, including LDL apheresis where available, in […]
June 12- EOD
It was sort of an odd day in the market. It actually felt worse than it was earlier in the day, partly because we started with some strength and then sold off. I have a hard time figuring if biotechs were relatively strong or weak. For the most part, it seemed like they were weaker […]
CYTK – Our take on the upcoming ATOMIC-AHF study results
Results from ATOMIC-AHF, a Phase IIb clinical trial of omecamtiv mecarbil, are quickly approaching. Cytokinetics (NASDAQ: CYTK) and partner Amgen (NASDAQ: AMGN) expect to release top-line data around mid-year, probably in June or July. We published a comprehensive analysis of Cytokinetics’ cardiac muscle program in this article. The ATOMIC-AHF study is a double-blind, placebo-controlled clinical […]
CYTK – Cytokinetics Part 1: Omecamtiv mecarbil a promising drug that faces a tough road ahead.
This is the first of a two part series on Cytokinetics Inc (NASDAQ: CYTK). For the first article, we’ll discuss its cardiac program and in the second part, we’ll focus on the skeletal muscle program. Over the last few quarters, Cytokinetics has continued its downtrend amidst no relevant catalysts in the very short term, a […]
AMGN, REGN, MNTA & THLD – Quick Updates
Below are some brief note on about a dozen stocks that we felt compelled to brief subscribers on. Today, the briefing documents and panel attendees list for Amgen’s (NASDAQ: AMGN) Xgeva were posted. The panel is schedule for February 8, 2012 with a PDUFA date of April 26, 2012. Amgen hopes to add the indication […]
Upcoming FDA Decisions and Advisory Panels
To help save everyone some time, we went ahead and rounded up the upcoming FDA PDUFA dates and FDA Advisory Committees. We will have trade ideas and opinions on some of these events in the near future. We have highlighted some of those which we feel are the biggest importance to the market with asterisks(*). […]
Biotech catalysts at two upcoming medical conferences
We want to take a moment to highlight two upcoming oncology focused medical conferences that will showcase data that represent potential catalysts for several biotech companies we’re tracking. First up, we have the 2012 ASCO Gastrointestinal Cancers Symposium from January 19-21, 2012. This conference will be focused on developments in the treatment of cancers of […]
