News and Comments

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...

DENDREON: Are Great Expectations Gone with The Wind?

  Wednesday, August 10, 2011

But first, let us remember what we wrote in yesterday’s article related to the market’s situation. We read:  “The question is, when would big funds and institutions, sitting on billions of dollars decide that time has come to buy at the price of sand what’s much more important than gold? When would they decide to upgrade what should be upgraded and downgrade what deserves a downgrade in case any stock remained overvalued? Is this not what puts the market back on its tracks, so it could resume its function? Are there any stocks that analysts feel that they might have bottomed during the stocks’ slaughtering?” More...

ARIAD (ARIA): Announcement

  Tuesday, August 02, 2011

At this stage, we are more interested in Ariad’s (ARIA) product pipeline than in the financial results of an era where the firm will soon move from a development-stage to a revenue-generating biotech company. Our logic could be the same as that, which led Harvey J. Berger, M.D., chairman and chief executive officer of the firm to begin his financial results’ announcement by writing about the outstanding progress the firm has made towards advancing its pipeline of cancer-drug candidates. The man wrote about the firm’s expectations about the near-term drivers of shareholder value. He wrote about interim data that will be presented later this year on ponatinib trial. More important and impacting is that Merck, the firm’s partner on ridaforolimus has already filed for regulatory approval of the cancer drug with the European Medicines Agency in the European Union, and the firm’s expectation that Merck will submit a new drug application in the U.S. shortly. Another drug, AP26113, will also begin clinical development this quarter. More...

Gilead Sciences: Providing a shop full of options for individual HIV victims’ needs.

  Tuesday, August 02, 2011

Gilead Sciences (GILD): Fingers of traders on the sell button as of a routine practice has produced an initial decline in GILD price after refreshing financial results. The firm has exceeded analysts’ exaggerated expectations. Nobody was stunned about the stock’s initial decline, as everybody has become accustomed to the rule of thumb – sell on good news and obviously on bad news, i.e., sell, sell, sell; that’s all. The initial selling was initiated before and even after the announcement of Gilead’s second quarter financial results. More...

Sangamo: Aiming High

  Tuesday, July 26, 2011

In early March 2011, we gave a brief history of HIV treatments. The article has also referred to recent studies demonstrating that early treatment with highly active antiretroviral therapy (HAART) further improves survival of asymptomatic patients with higher CD4+ T cell counts. Instead of fading away as many studies do, these studies were accompanied with parallel studies demonstrating that the prophylactic use of HAART succeeded in shielding exposed individuals from contracting HIV. These studies, no doubt, were favorable to Gilead Sciences (GILD), as demonstrated in the stock’s recent performance. What makes this news important is the fact that sustained treatment with these drugs for to avert the reactivation of the virus and the progression of AIDS subjects the patients to dangerous adverse effects and the drugs to the risk of viral resistance. More...

The Sky’s The Limit For Micromet’s BiTE Technology’s Capability

  Tuesday, July 19, 2011

Micromet (MITI) added another important collaborator, Amgen (AMGN), to a long list of large and small drug developing companies that are attracted to Micromet’s BiTE technology. Amgen/Micromet agreement looks fair for both. It fits Amgen’s strategy of focusing on adding next-generation products to its pipeline and helps Micromet’s financial requirements during the development of its promising proprietary cancer programs. Amgen wanted to select from among three BiTE-based drugs against three undisclosed solid tumor targets. The giant biotech will pay upfront, milestone, and other payments in a deal that could be worth over $900 million for the two selected drugs, or half of this amount if it selects only one drug, in addition to double-digit royalties in the event of approvals and sales. More...

ELAN: Reasons For The Stock's Outperformance

  Tuesday, June 28, 2011

The comeback of a prodigious biotech company with unique scientific capability and a revered history of breakthrough achievements is always welcome. Elan’s (ELN) stock price has doubled since November 2010 at the time many investors had given up on the firm and sold the stock of the firm they had long valued for its great science and scientists. As a matter of fact, Elan’s science has always been appreciated even during the firm’s crises in 2008, when its stock crashed. At the time, mismanagement and other circumstances have broken the back of the firm’s finances, paralyzing its scientists. It was heartbreaking watching the firm’s beautiful minds held hostage by a paucity of funds and huge uncalled for debt. Both the fans and foes deemed the damage to be insurmountable. Contrary to many investors’ expectations, instead of going to the drain, in November last year, the stock began to steadily climb up. When the stock doubled in the past six months, more investors’ and analysts’ began to pay attention. The stock’s unexpected outperformance created a fertile land for gossip. Analysts, writers and chatters suggested various explanations for the stock rally, the long-lasting speculation, though, was the firm’s acquisition by a deep-pocketed pharmaceutical company. More...

Ariad’s ALK inhibitor could be a huge step forward in lung cancer treatment.

  Tuesday, June 28, 2011

One year ago, an anaplastic lymphoma kinase (ALK) inhibitor called crizotinib developed by Pfizer (PF) for non-small-cell lung cancer demonstrated it shrank the tumors in most of the 82 patients after two months of treatment. Knowing in fact that it was too mature to fall for the drug, oncologists, nevertheless, couldn’t stop themselves from wowing crizotinib at the 2010 cancer conference meeting of the American Society of Clinical Oncology. The patients had advanced cancers, including some who had brain metastasis and had been treated with an average of three other drugs to no avail. Pfizer’s ALK inhibitor crizotinib showed no serious side effects. Larger trials were required, however, to confirm the drug’s safety, replicate its efficacy, see whether it would improve survival and whether cancer resistance would emerge in some patients as it usually does following initial drugs’ efficacy More...

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