News and Comments

GILEAD SCIENCES: A UNIQUE STALLION

  Monday, December 09, 2013

Taking down Gilead (GILD) seems to be beyond the reach authors of tales intended to frighten investors into selling this outstanding stock. The attempts have been repetitive but short of success. Gilead is a stallion. Unlike stallions, the horses whose muscular superiority over other horses is genetically derived, Gilead’s power is acquired through a unique culture that embraces the power of intuition, self-confidence, common sense and courage. Using an optimal amount of faith, the firm turned intuition into inspiration and using courage and wisdom, the Stallion carried out inspired tasks fated unattainable by others.  More...

SEQUENOM CURRENT STATUS

  Friday, November 15, 2013

SEQUENOM  More...

SEQUENOM CURRENT STATUS

  Friday, November 15, 2013

SEQUENOM  More...

GERON PROMISING NEWS POSE NO THREAT TO INCYTE

  Thursday, November 07, 2013

Good news has come from Geron (GERN) - a firm we liked and mentioned several times as a reference where researchers and firms involved in embryonic stem cells resorted to when they faced problems and needed help. Although Geron had an excellent research and numerous patents covering many aspects of embryonic stem cells, the firm decided to dispose of its stem cell program and pursue its drug development program, which among various approaches, most of it revolve around the telomere, which is tips the ends of the chromosomes.    More...

IMMUNOGEN: OPINIONS ARE BEING EXPRESSED. HERE IS OUR VIEW

  Tuesday, November 05, 2013

Stopping Phase 2 trial of its ADC product IMGN901 on patients with non-small-cell lung cancer is  most probably a temporary setback, which we believe would have no negative long-term impact on ImmunoGen’s (IMGN) success and growth. The failure of the drug has nothing to do with ImmunoGen’s TAP technology that has been validated through the approval of HER2 positive breast cancer ADC product Kadcyla® and through many years of experimentation.  More...

THE TIME HAS COME FOR VALUING IMMNOGEN TECHNOLOGY AND PIPELINE PRODUCTS

  Saturday, October 26, 2013

Q3 Financial Results More...

COULD AGENUS VACCINE FOR GLIOBLASTOMA BE ASSIGNED BREAKTHROUGH DESIGNATION?

  Tuesday, September 17, 2013

AGENUS (AGEN) has extraordinary news. A recent analysis from a Phase 2 trial in patients with newly diagnosed glioblastoma multiforme (GBM) treated with Prophage Series G-100 (HSPPC-96) in combination with the current standard of care (radiation and temozolomide) showed an almost 18 month median progression free survival (PFS), which represents a 160% increase versus current standard of care alone. The results confirm continuation of the positive trends from the Phase 2 HSPPC-96 newly diagnosed GBM trial first reported at the 81st American Association of Neurological Surgeons (AANS) Annual Scientific Meeting in May 2013. More...

AGENUS OFFERS AN INVESTMENT OPPORTUNITY.

  Saturday, September 07, 2013

 More...

YES. GILEAD DID IT AGAIN

  Thursday, August 29, 2013

GILEAD DID IT AGAIN  More...

ARIAD: SUCCUMBING TEMPORARILY TO EXTRAORDINARY PRESSURE

  Friday, August 09, 2013

Ariad’s (ARIA) conference call and the discussions that followed confirmed our optimistic projections regarding Ariad’s leukemia drug Iclusig (ponatinib) sales. The announced exciting news, while is being met with a stock selloff, it cemented our conviction that Iclusig possesses all the features of a blockbuster and the criteria of growth, which are built through its efficacy derived from its mode of action. Iclusig has offered the oncology community a new option for hope in patients who, for a reason or another, cannot use the conventional first line treatments and those whose leukemia, or recurrent leukemia stopped responding to the currently used treatments. Although Iclusig is not officially designated a breakthrough, it is viewed as indispensable for the various kinds of leukemia it has been granted approval for, which is the main reason behind FDA granting it early approval.   More...


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