August 6- EOD

Another quiet day on the biotech news front, where the only real news of interest was the REGN earnings. The REGN miss and weak market not surprisingly led to a rather broad based weakness in biotech. Outside of that there is really nothing significant to talk about but the news can pick up over the […]

June 24- EOD

There was a lot that happened last week that I will slowly get to go through it the next week but on a big picture macro front, I actually think this is going to end up generating some nice values for long term investors. When biotechs get hit in the macro mess it is not […]

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 6- EOD

Perhaps we had a turnaround Thursday but could of course all be crushed by a bad jobs report (or perhaps a good jobs report- you never know in this market). 1. There is some additional CELG news that has not been getting a lot of attention. As way of background, CELG 2017 guidance has about […]

May 29- EOD

It seemed like a nice selloff in biotech today. There were the occasional winners (INFI) but for the most part it was a sea of red today. The summer months can be difficult times for biotechs but they have been quite resilient and these sell-offs have ended up being good buying opportunities. 1. I want […]

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 […]

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) […]

Clinical database updates

We got a chance over the past weekend to update the clinical database. After doing so, we felt the need to quickly highlight some potential catalysts. These events are likely to take place in the next 6 months and several companies have multiple upcoming value creating events. (To continue reading, sign up here or subscribers should […]