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 […]
May 15 2013 – End Of Day Biotech Wrap-up
Well, this is my first daily rundown for subscribers and while many of you have received these as emails, this might be new for others. In general, I like to take some of the more interesting stories of the day and put them into a context that would allow you to develop an effective trading […]
ASCO2013 Take Two: Battleground Hematology
As we said in our initial article on ASCO 2013[link], Gilead will have a significant presence at this year’s meeting. In the May 15th press program for ASCO, they will be featuring Idelalisib(GS-1101), Gilead’s delta-specific PI3K inhibitor. Novel oral agents with dramatic efficacy and limited toxicity have made the hematology space highly competitive. Abstracts can […]
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 […]
2012 ASH Meeting – Myelofibrosis, Lymphoma, Myeloma
It’s going to be a busy few days at ASH, which begins December 8 in Atlanta. A huge amount of data will be presented; here is an overview of some interesting abstracts. YMI: YM Biosciences Title: Phase I/II Study of CYT387, a JAK1/JAK2 Inhibitor for the Treatment of Myelofibrosis YM Biosciences will present final safety […]
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 […]
Quick commentary on ASCO12 abstracts
Last night we had the release of the abstracts for the 2012 Annual Meeting of the American Society of Clinical Oncology(ASCO12 for short). It’s quite the data deluge. Below is some quick commentary on my read on abstracts related to several companies. Onyx(NASDAQ: ONXX) and Seattle Genetics (NASDAQ: SGEN) both had interesting datasets that we […]
PCYC – Update on Pharmacyclics
With the 2012 Annual Meeting of the American Society of Clinical Oncology (ASCO) rapidly approaching, Pharmacyclics will be providing several updates there that the Street will be watching closely. Their lead drug is a Bruton’s Tyrosine Kinase (Btk) inhibitor for hematological disorders, Ibrutinib(PCI-32765), which is in multiple Phase II trials. PCI-32765 is the company’s major […]
ASCO 2012: American Society of Clinical Oncology Preview Part 2
The 2012 American Society of Clinical Oncology (ASCO) Annual Meeting[link] will take place from June 1st to 5th in Chicago. This is the world’s largest meeting of oncology professionals where some of the industry’s most important data presentations will take place. With conferences like these, come the abstracts releases for presentations; this year abstracts will […]
PCYC – Update- Pharmacyclics Signs Worldwide Development Deal With Janssen Biotech
PCYC: Update- Pharmacyclics Signs Worldwide Development Deal With Janssen Biotech On December 8, 2011, Pharmacyclics announced it had entered into an agreement to jointly develop its lead BTK inhibitor PCI-32765 with Janssen Biotech, a division of Johnson & Johnson. The deal calls for upfront payments of $150 million and up to an additional $825 million […]
Clinical data expected by end of 2011
This post is meant to highlight some of the key data that is expected by year’s end 2011. We have highlighted some of those catalysts which should have a significant impact on price. We have some forthcoming coverage on ONXX, CELG, and ACHN. Data expected at the annual meeting of the American Society of Hematologists, […]
ASH Stock Preview
2011 ASH Stock Preview It’s the end of the year, which can mean only one thing- the American Society of Hematology Convention is coming up! ASH is the year’s largest meeting for researchers and investors interested in hematology, or blood cancers. This year’s convention will be held from December 9th through 12th in sunny San […]
PCYC – Pharmacyclics: Initiate Coverage
Overview: Pharmacyclics is a mid-stage drug discovery company with several compounds in clinical development. The company’s major focus is a Bruton’s Tyrosine Kinase (Btk) inhibitor for non-Hodgkin’s Lymphoma (NHL) and Multiple Myeloma, PCI-32765, now in Phase II trials. It is in a broad program in testing against the major NHL subtypes both as monotherapy and […]
