With Day 1 and 2 of ASCO 2013 completed, we wanted to review some of our main conclusions from the presentations and posters we reviewed. We will try our best given the vast amount of dense information covered during this time. As we previously said, this was largely a conference dominated by newsflow from big […]
May 17th – End Of Day Biotech Wrap-up
It seemed to be a quite day as I think everyone is recovering from the ASCO abstract dump. 1. I had some good discussion with people about the PGNX abstract that I posted yesterday and wanted to go into a little more detail. PSMA is an antigen that is more likely to be expressed on […]
May 16 2013 – End Of Day Biotech Wrap-up
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 […]
Busy week ahead for Biotech
This week is going to be particularly heavy on the earnings updates and FDA actions. Below are some of our views on potential updates and major events at biopharmaceutical companies this week. Additionally, the 12th Annual Needham Healthcare Conference takes place this week from 4/30-5/1. Monday, April 29th Main story for Dynavax will be the potential […]
ECYT – Update on Endocyte
It’s been awhile, but we wanted to update our coverage on Endocyte (NASDAQ: ECYT). Endocyte has a novel small molecule drug conjugates or SMDCs, and companion imaging diagnostics; think Seattle Genetics(NASDAQ: SGEN), but given orally. Endocyte expects that its cash will be between $145-160 million at the end of this year. Following the strong move […]
ECYT – Holds Promise
Endocyte was looking good during ASCO 2011 when it released results from its Phase II PRECEDENT study of women with platinum-resistant ovarian cancer (PROC). Data presented showed the company’s lead compound, EC145, in combination with pegylated liposomal doxorubicin (PLD) improved median progression free survival (PFS) over PLD alone. A pivotal Phase III trial was initiated […]
