News and Comments

Incyte: Where do we go from here?

  Friday, November 18, 2011

The Food and Drug Administration has granted marketing approval ahead of time for Incyte’s drug Jakafi™ (ruxolitinib). The approval is for intermediate or high-risk myelofibrosis (MF), including primary MF, post-polycythemia vera MF and post-essential thrombocythemia MF - indications that represent 80 to 90 percent of MF patients.  The drug, Jakafi is an oral JAK1 and JAK2 inhibitor. It is the first in a new class of drugs, known as JAK inhibitors and the first and only product to be approved by the FDA for MF. The drug is also in Phase III trials for polycythemia vera, in Phase II for essential thrombocythemia, pancreatic cancer and solid hematologic tumors. More...

Regeneron & Amgen: More Breakthrough Drugs In The Horizon

  Wednesday, November 16, 2011

In controlling high cholesterol levels statins have reigned for a very long time, generating over $30 billion/year with products like Lipitor and crestor generating almost ten million/year each. Statins act by blocking HMG-CoA reductase, an enzyme required for the production of LDL, (the bad cholesterol) in the liver. Statins side effects could be severe. They can cause muscle damage. Some physicians believe they are overprescribed, as 30 million Americans currently take the cholesterol pills. More...

THE ONYX MONTH

  Thursday, October 27, 2011

Has the time come now for this firm to bear the fruit of its long-term efforts? Much has happened for Onyx (ONXX) in one month – all good news and all promising news for a company that is already a member in the club of companies that have important approved drugs, which enabled them to grow and become more achieving. The first good news came when Onyx announced filing NDA with the FDA for the approval of its new generation proteasome inhibitor carfilzomib, for relapsed or relapsed/refractory multiple myeloma and solid tumors. This news was followed by Onyx announcing it has entered into a new agreement with its partner Bayer, upon, which Onyx obtained rights for Bayer’s late-stage cancer compound regorafenib. Yes, a new agreement that gives Onyx royalties on a very important and successful Bayer’s cancer drug sales, in addition to contracting Onyx sales force to promote regorafenib, along with Bayer sales representatives, in the United States.   More...

Seattle Genetics: Bearish vs. Bullish opinions

  Monday, October 10, 2011

As much as it is vexing when analysts downgrade stocks without bothering explaining the reasons for their decisions, it is refreshing when analysts or investors explain the reasons that led them to bet against some firms. Our eyes have finally fallen on a couple of articles citing the reasoning that motivates short analysts to bet against stocks many other investors believe they offer excellent investment opportunities. These authors offer an opportunity for positive investors to dispute their views, while stressing their own.     More...

Dendreon’s Debate

  Thursday, September 15, 2011

For temporary negative circumstances that do not weigh against an FDA declining approval of a new drug, Dendreon’s (DNDN) stock plummeted as much as it would have if the FDA had denied it a drug approval. It was an irrational sell-off, kind of investors’ anger or vengeance against Dendreon, or someone in it. Since then, a debate started over Dendreon’s whereabouts, including its therapeutic vaccine Provenge’s efficacy and life-extending possibilities. The debate never stopped. Its temperature continued to rise, causing serious investors’ malaise and a subsequent stock malaise. The endless debate has affianced many people, including science writers, biotechnology analysts, critics, daily traders, biotech fans and both positive and negative investors. Getting confused rather than informed, a number of Prohost followers asked us to engage in the debate, or at least give an opinion over what this or that angry fellow might be suggesting. More...

Monster Blockbuster Anti-Cholesterol Drugs In Biotechs’ Pipelines

  Wednesday, August 31, 2011

The new biological science is evolving at the speed of light. As a matter of fact, the bright penetrating light of the genomic revolution is effectively reaching the dark corners where the utmost reality remained hidden since millions of years. The new light enabled the insight to match the sight in divulging the buried secrets of body at the molecular level. With the most advanced tools ever created by human minds, scientists have reached a stage where they can spend much less effort in solving much more puzzles on the road towards solving the problems of diseases at their root-origin. The successful are those researchers who keep their eyes open and their minds prepared. More...

Seattle Genetics: A powerful Approach For resistant Cancers Hits The Market

  Tuesday, August 23, 2011

We heard them all. We heard all they said, we mean the pessimist and the optimist following the approval of Seattle Genetics’ drug Adcentris™ (brentuximab vedotin) for Hodgkin lymphoma and for systemic anaplastic large cell lymphoma (ALCL). More...

Seattle Genetics: Adcentris Approved For Two Cancers

  Monday, August 22, 2011

Congratulations. A great technology, the antibody-drug conjugate (ADC) technology, which is perfected by the two biotech firms, Seattle Genetics (SGEN) and ImmunoGen (IMGN) has yielded the first approved drug. Yes, the FDA has granted accelerated approval of Adcentris™ (brentuximab vedotin) developed by Seattle Genetics (SGEN) for two indications:  More...

Array (ARRY): It is Difficult To have 14 Devils in Phase III trials

  Tuesday, August 16, 2011

One of the currently intriguing evaluations of a biotech firm is that of Array Pharmaceuticals (ARRY). Its stock has been incapable of luring investors regardless of how large is the number of its cancer products, how encouraging is the news about clinical trial results, or how generous are the upfront and promised milestone payments and royalties by the collaborating pharmaceutical companies. Array is a biotech firm that created an extraordinarily effective small molecule dug discovery and design technologies. Its technologies are state-of-the-art, built over advanced biochemistry and molecular biology. They include, high throughput screening, virtual screening, protein x-ray crystallography, structural databases and computational modeling – all assembled around a chemoinformatic databases and a library that has all sorts of molecules to pick from. The selection of molecules is made possible through its wide electronic laboratory notebook that enables scientists to generate novel predictive databases suitable for designing novel drugs out of existing molecules This drug discovery capability, which was seen by many as the most defining criterion in Array’s value, does not seem to included by the  evaluators of biotech firms. More...

Gilead, Dendreon, Seattle Genetics And Great News For CLL Patients. Who Confused Investors?

  Friday, August 12, 2011

It was crazy. During the market’s dive, Gilead’s (GILD) stock was oversold. The stock experienced a selloff after having been snubbed for years never mind it has contributed to turning a killer virus into a tamed manageable disease, or that its revenues and incomes have exceeded Wall Street exaggerated expectations.      More...


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