Next up in our dispatches from the JMP Securities Healthcare conference is a pair of oncology companies, Spectrum Pharma SPPI and Synta Pharma SNTA, that always seem to generate strong opinions among biotech investors. Spectrum Pharma $SPPI presentation by Shiv Kapoor, VP of Strategic Planning and Investor Relations This year we have already made […]
INFI – Update on Infinity Pharmaceuticals
For the second time this year, on June 18th, 2012 Infinity Pharma held a conference call to discuss their hedgehog pathway inhibitor drug candidate saridegib (IPI-926). Unfortunately, as in January, the news was not good. After the data monitoring committee stopped the saridegib plus gemcitabine trial in January, Infinity decided to proceed with additional trials in […]
Heat Shock Protein 90 (HSP90) inhibitors: Back in the spotlight – Part 1
Heat Shock Protein 90 (HSP90) was originally proposed as a cancer drug target in the 1990s, though no drug in this class have ever successfully completed a randomized clinical trial, let alone achieve regulatory approval. Despite repeated setbacks, HSP90 inhibitors are poised to find a significant niche in the evolving cancer treatment landscape. We will […]
CRIS – Updates from Curis 2011 year-end conference call
Curis (NASDAQ: CRIS) currently trades with an enterprise valuation slightly over $300m. The company’s best known asset is the Hedgehog inhibitor vismodegib (ERIVEDGE) which was recently approved for advanced basal cell carcinoma (BCC) and launched by Roche/Genentech ($5.5m in sales were booked in 1q-2012 representing about the first 6 weeks on the market). This article […]
MYRX – Myrexis update following earnings release
Myrexis $MYRX (spun off from Myriad Genetics $MYGN and formerly known as Myriad Phamaceuticals), announced fiscal second quarter 2012 earnings on February 9, 2012. A very brief webcast was held, though there was no question and answer session (it was not clear whether there was no one on the line to ask a question, or […]
