News and Comments


  Thursday, May 05, 2011

First, we congratulate our subscribers who did not follow the skeptics and believed in the rationality of science and kept their Vertex’ (VRTX) and Regeneron’s (REGN) shares despite years of negative campaigns against the two firms. Following the rally in VRTX, another rally started in REGN for rational reasons. Both firms are among our TOP TEN selection. More...

Elan's Choices

  Saturday, April 16, 2011

Biogen Idec (BIIB) announced positive results of a process aimed at Identifying high-risk patients for a life-threatening side effect of prolonged use of the multiple sclerosis drug Tysabri. This test is a necessity because it detects an antibody that points to the presence of the Polyomavirus JC (JC virus), which causes the life-threatening progressive multifocal leukoencephalopathy (PML). This side effect in one per thousand patients has deprived Elan from billions of dollars in expected sales of Tysabri.  More...

VERTEX: Time For Celebration

  Wednesday, April 13, 2011

From no treatment at all, to treatments that do not work well, new therapies are reaching the market, probably this month or next, moving hepatitis C virus (HCV) victims from the dark zone of desperation into the light of amazing anticipation – probably of a cure. We don’t know if the opening statement is one of those run-on sentences, from which you might have lost your breath trying to read it to your spouse, but we know with certainty that the news coming from Vertex’ (VRTX) drug is breathtaking. The road has been long, very long, yet, this is always the case when new molecules are designed to become drugs for life-threatening diseases that have yet to find treatments. The fact is that it is a real miracle just finding a road towards conquering a disabling virus that disrupts the functioning of one of the major vital organs. HCV could cause fibrosis (cirrhosis) of the liver, which could, sometimes, necessitate liver transplant or cause cancer. More...

ImmunoGen: No Exaggeration.

  Thursday, April 07, 2011

NO. It was not exaggerated, nor sophisticated what we wrote time and time again about the unparalleled safety and efficacy of the ImmunoGen’s Targeted Antibody Payload (TAP). It is no exaggeration announcing our conviction that cancer products based on Immunogen’s TAP   technology will generate billions of dollars in revenues. What we talked about has, indeed, become today’s great news.  More...

ImmunoGen: Steadfast Determination to Conquer Cancer

  Wednesday, April 06, 2011

The Program Committee of the 102nd Annual Meeting of the American Association for Cancer Research (AACR) taking place in Orlando, FL designated ImmunoGen’s (IMGN) cancer drug IMGN853 poster presentation “Highly Rated.” More...

PROLOR: The Added Value Of Reversible PEGYlation

  Wednesday, March 30, 2011

When Professor Irving Boime and his team at Washington University in St. Louis observed that human chorionic gonadotropin (hCG) has a longer half life than other natural hormones, researchers’ curiosity led them to discover that a carboxyl terminal peptide (CTP) linked to the hormone molecule increases its half life. Experimenting with CTP on other proteins left no doubt in the minds of the researchers that linking Nature’s CTP to protein therapeutics could be safe and effective in extending their half-life. When it comes to reproduction, Mother Nature does not err and does not cause harm. It selected CTP to link to the hormone, which without it, pregnancy would have never been possible. Read also The Value of CTP Technology  More...


  Monday, March 07, 2011

When the human immunodeficiency virus (HIV) was identified as the cause of the mysterious immune system depletion characterized by horrific vulnerability to infection, multiple dreadful symptoms and ultimately death, the world panicked. The medical and research communities were taken by surprise. Nothing could be said or done to help the agonizing victims or prevent their imminent death. It took a few years to introduce the first HIV drug, a nucleoside reverse transcriptase inhibitor (NRTI). This milestone was followed by the development and marketing of non-nucleoside reverse transcriptase inhibitors (NNRTI), then a third class antiretroviral protease inhibitors (PIs). As HIV continued to reproduce and resistant variants of the virus emerge, It became necessary to combine the antiretroviral drugs in what has become known as highly active antiretroviral therapy (HAART). Indeed, the HAART combination resulted in profound reductions in AIDS morbidity and mortality.  More...

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...


  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...

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