News and Comments


  Monday, August 27, 2012

Targeted Antibody Payload (TAP) technology did not lie and we knew it and had never been skeptical about the fact that it is a superior technology for cancer treatment. Indeed, ImmunoGen’s (IMGN) lead TAP drug, trastuzumab emtansine for HER2 breast cancer continued to show its superiority over other cancer drugs and other delivery technologies that try to enhance oncology drugs’ efficacy, safety, or both. ImmunoGen’s TAP technology has demonstrated time and time again it improves both safety and efficacy and makes cancer drugs work after the same drugs fail to work when used alone, i.e., not within ImmunoGen’s targeted monoclonal antibody designed armed vehicle.  More...


  Wednesday, August 15, 2012

If the selloff of the best of the best small oncology biotech stocks was not a concerted, multiparty effort by influential groups, then what else could have caused it? The stocks devastated after the quarterly financial announcements are Incyte (INCY), ImmunoGen (IMGN) and Aveo (AVEO), Exelixis (EXEL) and to a lesser extent Seattle Genetics (SGEN). These firms received five-star ratings from top analysts, as they have programs and products that promise colossal growth. Their technologies and targeted products are perfect fits as essential building blocks of the strategy of future cancer management, i.e., the large-scale practice of personalized medicine. Some of them are also developing drugs that circumvent cancer resistance and increase the efficacy of other oncology drugs.    More...


  Monday, August 06, 2012

Pluristem Therapeutics (PSTI) is a developer of placenta-based cell therapies. The firm’s patented PLX (PLacental eXpanded) cells drug delivery platform releases a cocktail of therapeutic proteins in response to a variety of local and systemic inflammatory diseases. PLX cells are grown using the company’s proprietary 3D micro-environmental technology and are an off-the-shelf product that requires no tissue matching or immune-suppression treatment prior to administration. The EMA and the FDA have recognized that PLX-PAD comprehensive clinical development plan that targets a sub-population of 20-million patients of Peripheral Artery Disease (PAD) market. More...


  Thursday, July 05, 2012

This article is not about Vertex (VRTX)but we could not refrain from expressing our anger about the high-tech slaughter of VRTX on Thursday June 28, 2012. What happens in such situations benefits only those who bet against excellent biotech stocks, who know, in fact, that if the prices continue to rally, they can still do whatever it takes to bring them down at the appropriate moment in time. Vertex’s statement was straightforward, pointing to the successful outcome of its small mid-stage clinical trial cocktail of drugs in improving cystic fibrosis (CF) patients’ lung function after eight weeks of treatment. Patients were treated with increasing doses of VX-809 for four weeks, and continued to take the drug for four more weeks together with either Kalydeco or a placebo. The candidates who were on both drugs had better lung function and less debilitating CF complications. We ask analysts who claimed that investors were skeptical about the cocktail’s efficacy: Do you have better, or even equal, outcomes from any investigational or marketed CF drugs that compare to the results of Vertex’ drug combination?  More...


  Wednesday, June 20, 2012

The FDA Oncologic Drugs Advisory Committee (ODAC) voted 11-0 with 1 abstention in favor of approval of Onyx (ONXX) multiple myeloma drug Kyprolis™(carfilzomib). The recommendation is for patients with relapsed and refractory multiple myeloma who have received at least two prior lines of therapy that included a proteasome inhibitor and an immunomodulatory agent (IMiD), the benefit-risk assessment is favorable for the use of Kyprolis™.  More...


  Wednesday, June 20, 2012

When on February 24, 2012, we wrote that the Pharmacyclics (PCYC) story is one of only a few in which the power of the firm’s product pipeline overshadows the stock market’s technical influence, we were not hallucinating, as some have claimed. With this firm’s drug ibrutinib (PCI-32765) demonstrating safety and efficacy in various blood cancers, negative unsubstantiated speculations failed to persuade investors to cease investing in PCYC. Trial results have confirmed the superiority of ibrutinib in treating B-cell cancers, including chronic lymphocytic leukemia (CLL), small lymphocytic lymphoma (SLL), mantle cell lymphoma (MCL), diffuse large B-cell lymphoma (DLBCL), and multiple myeloma (MM).  More...

ImmunoGen has good news and any “BUT” is not relevant at this time.

  Monday, June 04, 2012

The media seems to have woken up from its unconsciousness, overlooking good news in favor of perpetrating negative energy that weighs heavily on people’s psyche. When undeniable cheerful realities emerge, the media can no more ignore it. That’s what we see happening at least in the biotechnology sector these days. Years of overlooking breakthrough approaches that demonstrate promise of improving the prognosis of cancers known to resist conventional treatments have ended and the negative media could not hide its admiration of what it is actually witnessing. Some would find a space to put a “BUT” after praising the drug, but investors have developed expertise in interpreting the but that is put in the wrong place. More...


  Thursday, May 31, 2012

News announcing that small biotech firms are filing for approval of breakthrough drugs targeting deadly diseases is worth admiration, not cynicism. Humans look for miracles; yet, they impassively overlook hundreds of human handmade marvels taking place every second around them. Serendipity does not make miracles. Human curiosity, learning and determination to erase whatever obstacles might block the road to great accomplishments create marvels. Discovering the structure of the DNA is a miracle, mapping the human genome is a miracle, switching genes on and off with a pill is working on a miracle and the advancement in biological sciences in the past two decades is a basket full of miracles. The miracle of miracles, though, was that in spite of labeling the biotechnology industry high risk since its inception, investors never abandoned investing in it. Thousands generated lots of profit on it, especially those who managed to select the best of the best of the stocks and stick to them. Those investors, no doubt, contributed a great deal in creating many of the miracles that are filling what a quarter of a century ago was an empty basket.  More...


  Tuesday, May 15, 2012

The time has come for redefining the meaning of “creating shareholders value” in the biotech sector. Pinpointing the real value has become imperative. It is the road to a fair assessment of innovative biotech firms. It helps investors reap the fruits of the real value of excellent firms at the right time, rather than rush to sell extremely promising stocks while still undervalued. It makes investors think twice before throwing their shares of firms that are installing one by one the building blocks of their vision. Creating shareholders value is investing in the future. The cost of this investment shouldn’t be cause for downgrading the stocks because of overspending, which has become a normal pattern. We still see all development-stage biotech stock prices slashed following the announcement of their quarterly results. There is a big difference between spending on the future and spending because the money has been made available. Investors can know the difference. The first thing to look for is whether the firm has any program in development that is worth spending on, including buying firms having a technology that is badly required for the successful outcome of the firm’s program. This kind of investment should not be punished or treated as unnecessary spending. More...


  Tuesday, May 08, 2012

On Monday May 7, 2012, Vertex announced an interim analysis of data from an ongoing Phase 2 study of VX-809 in combination with KALYDECO™ (ivacaftor). The analysis demonstrated significant improvements in lung function (FEV1) among adults with cystic fibrosis (CF) who have two copies (homozygous) of the most common mutation in the cystic fibrosis transmembrane conductance regulator (CFTR) gene, F508del.   More...

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