June 5- EOD

Rough day in the market today and biotechs were clearly not immune. Aside from the general downtrend there were some stock specific stories. 1. There was some strategic restructuring at AVEO. This is too be expected and should cut down on the cash burn as investors wait to see if tivozanib will ever get to […]

June 4- EOD

Quite day, more or less. Some interesting ASCO news with some larger pin action. Other than that I did not see anything of particular interest. Bios were generally weak and perhaps this is the start of the long awaited biotech correction but we have had many false starts before. What is different this time is […]

May 31- EOD

Again, I feel like today was another quite before the storm day. There was some interesting news but really nothing dramatic happening. 1. Jon Najarian pumped CLSN last night as an ASCO play, which is horribly odd given that CLSN will not be at ASCO and thermodox is a complete dud of a drug. I […]

Upcoming earnings and conferences this week

With the first quarter behind us, we look to updates across the biotech industry on new product launches and guidance for the year. We are also coming upon the summer medical conference series. Additionally, we briefly discuss 2 upcoming FDA approvals. Upcoming earnings releases and updates Monday, April 22nd After-Hours: ILMN Tuesday, April 23rd Pre-Market: […]

THLD – More uncertainty ahead for Threshold

As we previously suggested, Threshold Pharmaceuticals (NASDAQ: THLD) had some question marks about their future prospects of TH-302 in two key indications: pancreatic cancer and soft-tissue sarcoma. Recent data readouts have brought these issues into focus again. Although Threshold has a good cash position, we feel their lead (and only) drug, TH-302, will have a […]

Upcoming medical conferences – Q4 2012

With the beginning of November, we enter the home stretch for some of the major medical meetings that will serve as pivotal events for some companies. We have attempted to list some of the higher profile conferences, but it’s entirely possible that some will slip by us. November American Heart Association(AHA) Scientific Sessions – 11/3 […]

What we’re looking for at ASH 2012

On Monday, November 5th, abstracts submitted to 2012 Annual Meeting of the American Society of Hematology (ASH) Annual Meeting will be published online. A time has not been released, but we have heard they will be released at 10AM Eastern time. Below are some comments on companies we expect to have a present at the […]

Biotech and Pharma earnings preview

Starting after-hours on Tuesday, we’ll see a lot of biotech and pharmaceuticals earnings, guidance, and outlook on their current programs. With the market cooling off, companies will be under pressure to meet investor expectations. Next week a number of sector leaders will kick things off. We’ve listed the updates in chronological order. Amgen (Nasdaq: AMGN) […]

An October full of data and decisions

With October underway, we felt the need to highlight some of the most important upcoming data readouts and regulatory decisions. This month is particularly busy on the regulatory side of things with 5 PDUFAs, 4 Advisory Committees, 6 FDA actions, and multiple potential European Medicines Agency(EMA) decisions. The events are listed in chronological order. Eli […]

Updates out of ESMO12

The European Society for Medical Oncology (ESMO) Congress 2012 kicked off this weekend and goes until October 2nd(Tuesday). Abstracts with data for those presentations that have already occurred can be viewed and searched here(link). We did get several updates from companies that we would like to review. First up is Threshold Pharmaceuticals (NASDAQ: THLD). On Saturday, they presented […]

CELG – Key events for Celgene in 2012

For the most part, investors in Celgene (NASDAQ: CELG) have been fully focused on their blockbuster drug, Revlimid. Celgene recently reported 2011 full year Non-GAAP net sales of $4.6 billion, net income of $1.75 billion(or EPS of $3.79), coming largely from the spectacular growth of Revlimid. With full year 2011 REVLIMID sales of $3.2 billion, […]

Trade Ideas for some upcoming catalysts

We wanted to throw out some trading ideas for some stocks that we are following, but may not necessarily get full write-ups on in time. Ideally, we will have research pieces on some of the companies below in the near future. – On Thursday January 26th, Celgene(NASDAQ:CELG) will be reporting earnings and financial guidance for […]