We are heading into ASH and that is sure to be the topic of much discussion but I find it more and more difficult to trade these medical conferences as everyone is trying to trade these medical conferences. Not only do you need to accurately figure out the catalyst but also need to accurately figure […]
November 11 Biotech Update
The market seems mixed and searching for direction. It seems hard to see a clear trend in the sector or within the sector. Some large caps are strong and others weak. Some SMID are strong and others weak. Perhaps this is the start of my “stock picking” thesis playing out but it could also simply […]
Update on previous coverage
After a while since our last update on these stocks, we wanted to provide an update to our readers on their recent developments and what to expect in the future. Stemline (STML) The company’s shares had an excellent post-IPO performance as a result of the positive data of its drug SL-401, a modified dyphtheria […]
ASH 2013 Preview on ALL/CML/MDS/AML
This year’s annual meeting of the American Society of Hematology (ASH13) is highly anticipated for a number of reasons. The first series in our preview covered what to expect in multiple myeloma. Today’s preview will focus on some of the moves going in acute lymphoblastic leukemia (ALL), acute myeloid leukemia (AML), chronic myeloid leukemia (CML), […]
STML – Follow up on Stemline
In what is becoming increasingly rare these last few months, Stemline made its public debut this January with a drug on track for late stage studies. The company focuses on cancer stem cells, with the clinical candidates SL-401 and SL-701. Today, we will delve into the former, a drug targeted to the IL-3 receptor. Read […]
Highlights from Day 2 at Needham
Today marked the end of the 12th Annual Needham Healthcare Conference. Below is a collection of slides from companies that we are following or have an interest in. These include Chelsea Therapeutics (CHTP), Curis (CRIS), Cytokinetics (CYTK), Intercept (ICPT), Omeros (OMER), Sangamo (SGMO), TG Therapeutics (TGTX) and several others. (See our slideshow from Day 1 […]
Recent Biotech IPOs
We want to highlight some biotech companies that have recently come public. The end of 2012 and continuing into the spring of 2013 brought forward a number of companies in search of new funding across various stages of development(Phase 1-3). Initially, shares in these companies will be rather illiquid, so expect to see some volatility. […]
STML – Initiating coverage on new public company Stemline Therapeutics
The IPO window was almost closed in 2008 when the financial crisis hit the markets worldwide. Companies looking to raise funds from the capital markets had to think it twice or lower their proposed price ranges considerably. Fortunately, in 2011 and 2012 the situation seems to have improved substantially and more companies are using the […]
A few recent biotech IPO’s
There have been a few recent IPOs from biotech companies that we want to briefly highlight. Some have upcoming data or regulatory decisions that we will be adding to the database shortly. (1) Hyperion Therapeutics (NASDAQ: HPTX), a biotech focused on the treatment of urea cycle disorders and hepatic encephalopathy. Hyperion plans to raise $50 […]
