News and Comments

EXELIXIS: TIME FOR TRANSFORMATION. THE BEST IS YET TO COME

  Wednesday, July 16, 2014

We stayed with Exelixis (EXEL) In spite of the negative articles that made this firm look as if planting seeds in the ocean. Investors acted as if condemning the firm’s efforts, its small molecule drug design technology and its investigational oncology products. We remained fans in spite of the complete paralysis of the stock for a long time. We always believed that all the negatives about this firm measure little compared to its positives. More...

JAZZ PHARMACEUTICALS: WHY INVESTORS EXCITEMENT?

  Monday, July 07, 2014

Jazz Pharmaceuticals’ (JAZZ) surged following the announcement that it has signed a definitive agreement with Sigma-Tau Pharmaceuticals to acquire the rights for the Americas to the drug defibrotide. JAZZ gained $10 on Wednesday July 2 and added another $0.80 on Thursday July 3 after a brief profit taking. The stock ended the week of the 4th of July trading at $162.82, rebounding from a selloff resulting from analysts’ downgrades in the name of stock price correction.     More...

WOULD YOU BET ON GALENA BIOPHARMA NEUVAX VACCINE NOW?

  Thursday, June 12, 2014

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ARRAY GOOD NEWS AND BIOCRYST OFFERING

  Wednesday, May 28, 2014

ARRAY (ARRY) More...

INTERMUNE OFFERS COMPASSIONATE TREATMENT FOR PATIENTS WITH IDEOPATHIC PULMONARY FIBROSIS V

  Friday, May 16, 2014

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A NEW MUCH IMPROVED AGENUS?

  Tuesday, April 29, 2014

In February 2014 Agenus (AGEN) acquired 4-Antibody and with it its breakthrough Retrocyte Display technology. Two months later, Agenus signed a collaboration and license agreement with Merck, for the discovery and development of therapeutic antibodies to immune checkpoints for the treatment of cancer through the newly acquired Retrocyte Display technology.  More...

GILEAD SOVALDI IS THE SOLUTION NOT THE PROBLEM

  Monday, April 28, 2014

Why sell side investors select to short outperforming firms when they know they are betting against growth firms expected to announce extraordinarily positive game changing news?    More...

CYTOKINETICS: THE MOMENT OF HALF THE TRUTH

  Friday, April 25, 2014

Bad news has come from Cytokinetics' (CYTK) top-line results of BENEFIT-ALS (Blinded Evaluation of Neuromuscular Effects and Functional Improvement with Tirasemtiv in ALS). Bottom line, BENEFIT-ALS trial did not achieve its primary efficacy endpoint, the mean change from baseline in the ALS Functional Rating Scale in its revised form (ALSFRS-R) on tirasemtiv versus placebo (-2.98 points in the tirasemtiv group versus -2.40 points in the placebo group, p = 0.11). Another ambitious attempt to decrease some of ALS burden on the sufferers has disappointed.  
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AGEN: IRRATIONAL REACTION AGAINST EXPECTED NEWS

  Thursday, March 20, 2014
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PROSENSA: BACK INTO THE LIMELIGHT

  Tuesday, March 18, 2014

Prosensa Holding N.V. (RNA) might have good news that was made possible through insightful observation following past results that almost condemned the Dutch biopharmaceutical company’s compound drisapersen for the treatment of Duchenne Muscular Dystrophy (DMD).  More...


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