News and Comments

No Role For Serendipity In Vertex' achievements

  Saturday, February 26, 2011

Bad firms do not design and develop chains of breakthrough drugs. Serendipity exists, no doubt about it, but it has no role in Vertex’ (VRTX) accomplishments. Vertex’ products are backed by plenty of science and technologies that are highly appreciated by academia and by well regarded scientists. The time has come for the market analysts to let Vertex’ shareholders share the benefits this firm has offered AIDS patients, patients infected with hepatitis C virus (HCV), and now, as we have just learned from the news, cystic fibrosis patients.  More...

Regeneron: A Sound, Well-Executed Strategy

  Tuesday, February 22, 2011

When Regeneron (REGN) was a development stage firm, it spent a substantial time in developing and validating a solid scientific, technological and industrial infrastructure. At its inception, Regeneron’s vision was to provide a self-sufficient capability for discovering and developing far-reaching breakthrough products. Its strategy for its therapeutic discovery has been to establish a solid foundation that enables it to build its pipeline product through in house genomic technology for understand functional gene expression. Its drug design strategy focused on creating a novel approach, which would enable controlling signaling proteins, whose excesses cause cell deregulation. The strategy focused also on designing human monoclonal antibodies that are far-reaching, time consuming and impacting. Until the time these technologies were put in place and was validated, REGN served as a vehicle for daily trading. Both positive and negative players benefited from the yo-yoing of the stock. Stock investors and analysts are not impressed with breakthrough technologies created by development stage biotech firms until they are validated. Otherwise, they consider them untested, hence, not credible and not trustable for long-term investing.  More...

EXELIXIS: A MODEL OF SUCCESSFUL DEVELOPMENT-STAGE BIOTECH FIRMS

  Monday, February 14, 2011

Small development-stage biotechnology firms are still facing serious extrinsic problems. The challenges come not from their managements, technologies and products, but from the negative investors who incessantly bet against firms either without justification, or based on premature and superficial judgment of new molecular entity drugs aiming at unusual targets. A couple of weeks ago, to make its point that betting on the biotech firms is risky, the Barron’s picked up on this issue, stating that short sellers can negatively impact biotechnology companies, especially those that have yet to market their first product.  More...

CYTOKINETICS’ NEW PLAN WITH AMGEN INCREASES THE DOSE OF OPTIMISM TOWARDS THE H.F. DRUG.

  Sunday, February 06, 2011

In the news, Cytokinetics (CYTK) announced that, in the first half of 2011, the company and Amgen (AMGN) have agreed to initiate a Phase IIb clinical trial of an intravenous formulation of omecamtiv mecarbil for patients with left ventricular systolic dysfunction hospitalized for acute heart failure. Amgen will conduct the trial in collaboration with Cytokinetics.  More...

ARIAD’s drug Ridaforolimus did it again

  Monday, January 24, 2011

Like almost all genuine development-stage biotech companies, Ariad (ARIA) took years to design its ambitious products, develop them, perfect them, find the right partners for its lead drug, and develop the best strategy for achieving its vision. As the years went by without tangible positive financial figures or timetabled promising forecasts, many investors replaced confidence with skepticism, and sold ARIA.  More...

XOMA AND ELAN: THE TALE OF TWO COMPANIES

  Tuesday, January 11, 2011

The tale, this time, is not about London and Paris and is not written by Charles Dickens in 1859. It is about two biotech firms, Xoma (XOMA) and Elan (ELN), written by the market in the 21st century. The similarity between the old and the new tales is the furry the constituents of the two cities and companies have against their rulers’ mismanagement.  More...

ELAN BETWEEN THE PML TEST AND ALZHEIMER'S DISEASE PILL

  Tuesday, December 28, 2010

A few days before Elan (ELN) submitted a supplemental Biologics License Application (sBLA) to the United States FDA and a Type II Variation to the European Medicines Agency (EMA) regarding Tysabri’s label update, investors began to accumulate ELN. The change in label includes a test that can pinpoint patients who are susceptible to developing Progressive multifocal leukoencephalopathy (PML) while on Tysabri. Informed investors knew that the test could double or more Tysabri’s current one billion sales’ revenues.  More...

XOMA: Was the Rally really A surprise?

  Wednesday, December 22, 2010

Xoma (XOMA) soared yesterday on no news from the company. Early afternoon, Reuters put out a press release stating that the rally occurred on high expectations of the mid-stage results of XOMA 052 in the treatment of diabetes. To read the article, please click or copy and paste the link: http://classic.cnbc.com/id/40769319 More...

CYTOKINETICS (CYTK) And The Moment Of Truth

  Sunday, December 19, 2010

Rushing to wrong interpretations of the news and the triggering of computer programmed-selling of biotech stocks on good news devastate serious biotech sector shareholders. Also, routinely instigating sell offs of development-stage firms at each and every quarterly financial announcement of negative income, knowing in fact that these firms have yet to put products on the market, boxes these stocks. Now, we are witnessing another pattern of computer programmed selling, i.e. activation following announcements of clinical trial results, regardless of whether these results are positive or negative.  More...

ONYX’ drug Carfilzomib delayed the need for a stem cell transplant

  Wednesday, December 15, 2010

In October 8, 2010, we posted on our website a multiple-choice question, asking those who perpetrated pessimistic news about Onyx (ONXX), which led to a stock selloff to explain the reason for their pessimism towards this firm. The question was:  More...


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