News and Comments

Biotechnology Companies: A Model that’s Gaining Visibility

  Tuesday, December 07, 2010

The biotechnology company model founded on management skills rather than purely on scientific skills has begun to gain investors’ appreciation. The reason is that many firms built around skilled, experienced entrepreneurs have succeeded in bringing a large number of drugs to the market and in marketing them competently. These firms license or acquire drugs in mid-or late-phase trials. They sometimes acquire therapeutic molecules in early-stage development only if these molecules prove to have optimal affinity on validated proteins in pathways of diseases, and produce desired agonist or antagonist effects. In order to select the products that can be called breakthroughs, the most successful of the firms established and run by entrepreneurs with strong business acumen employ specialists in pharmaceutical sciences and in clinical trials. These scientists have experience in sensitive areas such as drug development, clinical trials, medicinal chemistry, and other important disciplines required for drug discovery, development and testing.   More...

Ariad’s (ARIA) ridaforolimus Brings Hope To Advanced Endometrial Cancer Patients.

  Monday, November 22, 2010

Endometrial cancer is the most common cancer of the female reproductive system. Advanced cases have virtually no effective treatments. Surgery, alone or in combination with radiation, chemotherapy, and/or hormonal therapy are good as initial therapy. In advanced stages, however, surgery has no role to play and chemotherapy has limited, if any, benefit.  More...

What Could Happen To HGSI’s SLE Drug On Tuesday?

  Monday, November 15, 2010

A few days before the independent FDA committee review of Human Genome Sciences’ (HGSI) systemic lupus erythematosus (SLE) drug Benlysta (belimumab), the FDA suggested that the drug has marginal efficacy and scary adverse effects. The agency expressed concerns about infection, neuropsychiatric complications, including the risk of suicide, and increased risk of death as a result of the use of the drug. The FDA message to the independent committee, which will convene on Tuesday, is to decide whether the reward is worth the high risk. The FDA has also observed that studies conducted outside the U.S. produced stronger data than the U.S.; these studies were not consistent with the U.S. results. The agency has also observed that the African-American lupus patients had benefited less from Benlysta than did non-African American patients.  More...

XOMA (XOMA): What would erase investors’ reservations?

  Thursday, November 11, 2010

According to data from its IL-1 beta inhibitor drug Xoma 052 in patients with uveitis, all seven patients with Behcet's uveitis enrolled in the XOMA 052 trial experienced rapid reduction of intraocular inflammation and improvement in visual acuity following a single treatment with the drug. A recent data presented at the 2010 American College of Rheumatology Scientific meeting demonstrate that all the five patients re-treated with XOMA 052 due to a recurring uveitis exacerbation have responded all over again to XOMA 052 and maintained their response for several months. Cytokine data showed reduced levels of IL-1 beta, IL-1 alpha and IL-6, as compared to baseline, with an increase in the levels of interferon gamma, which protects against infection.  More...

Cadence’s (CADX) Ofirmev: A safe adjunct new drug for pain?

  Friday, November 05, 2010

Cadence’s (CADX) Ofirmev US approval provides an important missing adjunct, or alternative to narcotic drugs for the relief of postoperative pain. The drug is an intravenous (IV) version of acetaminophen. Its antipyretic action makes it useful also for fever reduction in patients requiring emergency intervention. Preceding and following the Ofirmev approval, the Internet was bombarded with negative articles undermining Cadence and downplaying the value of Ofirmev, and, consequently, the value of its approval. We disagree with many of negative arguments.  In any case, sooner or later reality will surface, regardless of the right and wrong speculation  about tomorrow.  More...

Prolor Biotech (PBTH): The Value Of CTP Technology.

  Saturday, October 09, 2010

PROLOR Biotech (PBTH) uses a novel, elegant, safe and effective approach to prolonging the half-life in circulation of therapeutic proteins molecules. The method involves adding a naturally occurring peptide, carboxyl terminal peptide (CTP), to the protein molecule. By embarking on this strategy, Prolor is in fact mimicking Mother Nature, which attached CTP to human chorionic gonadotropin (hCG) hundreds of thousands of years ago to extend its life span. hCG is a hormone secreted from conception and throughout pregnancy. It induces uterine changes and is essential for maintaining pregnancy.  More...

The Odds are Up For The approval Of Incyte's (INCY) Melofibrosis Drug

  Tuesday, September 28, 2010

We will not lose our breath running after all the news posted about the biotech industry. We will restrict our selection to the most significant announcements. While there is good news about biotech firms’ breakthroughs, it is lost amid the mass of articles announcing or assessing the firms’ finances, routine events, meetings and plans (that may or may not come to pass), in addition to results from very early-phase trials that mean very little at their stage. The excessive amount of news has become confusing, especially that many are not mere news, but opinionated articles that contradict each other’s opinions with, or without relevance.  More...

ImmunoGen And The Second Lethal Virus

  Monday, August 30, 2010

Two lethal viruses plague general investors. The euphoria virus infects investors when the market stages sustained rallies. This virus makes investors buy and buy until the balloon becomes overstretched and eventually bursts. The fear virus causes hysteria in susceptible investors when their stocks go south and rush them to sell at ridiculously low prices. The fear virus also provokes vulnerable investors to immediately dispose of their stocks at the hint of unfavorable news, whether or not the negative news is indicative of weakness in the firms’ fundamentals. Healthy, rational investors usually take advantage to accumulate the battered stocks of firms with strong fundamentals at the new bargain price that results from sell-offs by the fearful.  More...

Compugen (CGEN): Advancing the Drug Discovery Process

  Thursday, August 12, 2010

With the evolution of the genomic and proteomic technologies, we highly regard and appreciate the firms that have invested in these technology towards breakthrough discoveries that are used in a therapeutic progress towards healing chronic and deadly diseases. One of these firms has offered us more than hints about what it can accomplish through its thoroughly developed technologies. The firm in question is Compugen (CGEN), is still small as measured by its market cap, but we see it as a future giant based on its achievements. Using its LEADS Platform and other proprietary algorithms and technologies, Compugen was capable of predicting in silico the existence of novel members of the B7/CD28 family of co-stimulatory proteins, and discovering an extracellular region of the predicted (previously unknown) membrane protein in the B7/CD28 family.  More...

VERTEX (VRTX): At the Finish Line

  Monday, August 09, 2010

When an investigational drug proves it can eradicate a virus we call it a breakthrough. The nearest to approval of the expected breakthroughs is Vertex’ (VRTX) drug telaprevir, a specific hepatitis C virus protease inhibitor. The drug was a blessing for the infected victims who had it in clinical trials. It brought a miracle happy ending to what seemed to be an endless nightmare of acute liver inflammation, chronic liver inflammation, liver cirrhosis, liver transplant and possible liver cancer. We expected telaprevir to be greeted by the government and insurance companies, which spend ton of money on the HCV liver problems where treatments that do not work are, nevertheless, paid for.  More...


Recent News_and_Comments


Archive


Tags