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THE ROAD TOWARDS FAR-REACHING THERAPEUTICS THROUGH ILMN, SRPT AND EXEL.

  Monday, December 03, 2012

ILLUMINA (ILMN): Illumina is approaching its 52week high. We remind that around June/July 2011  the stock had reached for over $75 to be badly hit because of fear of the bad economy and dwarfing of the healthcare budget, which was relevant. The stock had reached as low as the mid-twenties. At the time we believed this price was an invitation to buy the stock. As a matter of fact ILMN  jumped overnight from around $30 to over $50 following Roche’s offer to buy the firm.       More...

ALZHEIMER'S DISEASE BETWEEN THE BETA AMYLOID AND THE TAU. COULD BOTH THEORIES BE TRUE?

  Tuesday, November 13, 2012

Many are asking our opinion on the Wall Street Journal’s article on Alzheimer’s Disease. To begin with, we would like to state that we do not believe that the beta amyloid hypothesis has failed with regard to Alzheimer’s Disease (AD), but that clearing the plaques has failed because the treatments were given after the disease has reached the stage of no return, i.e., when  the nerve cells could not be resurrected. That’s why there are still fervent believers in the beta amyloid theory who say that beta amyloid needs to be attacked very early in the disease cycle—perhaps before symptoms begin—for such medicines to work.    More...

IMMUNOGEN TAP TECHNOLOGY: UNPARALLELED IN BREADING SAFER AND MOST EFFECTIVE CANCER DRUGS

  Friday, November 02, 2012

Before we comment on what some ImmunoGen’s (IMGN) shareholders’ believe was a staged, premeditated assault on the firm during the question and answer segment of the firm’s financial conference call, we decided to revisit with the recorded session. ImmunoGen reminded its shareholders and the analysts about the advantages of its conjugated monoclonal antibody Trastuzumab emtansin (T-DM1) over the use of (Herceptin alone in all HER2+ metastatic breast cancer patients. Various trial results demonstrated T-DM1 significantly improved both overall survival and progression-free survival of HER2+ metastatic breast cancer patients with fewer adverse events than Herceptin. These results were the basis of the NDA submitted to the FDA and the European Medicinal Agency in August 2012. More...

CHEMOCENTRIX (CCXI): A LEADER OF A NEW LINE OF INVESTIGATIONAL TREATMENTS

  Monday, October 08, 2012

In an effort to find additional small biotech firms with solid scientific fundamentals and products that promise reaching beyond the limiting horizon, we pinpointed ten to date. We picked them from among one hundred biotech firms that have little, or none of the properties that make out   super achievers. We decided to go on and start with a company called ChemoCentryx (CCXI). Our selection was not based on priority, preference, or any other reason that might insinuate advantages over the other nine firms we picked for comprehensive reviewing. It was rather based on curiosity triggered by a recent announcement by the firm of preclinical results of a small molecule oral drug CCX872 aimed at blocking the chemokine receptor CCR2 for the treatment of diabetes nephropathy.  More...

A PRESS RELEASE ABOUT POSSIBLE EXISTING CURE FOR ALZHEIMER'S DISEASE CANNOT BE OVERLOOKED

  Wednesday, September 26, 2012

CSHL Scientists Use Cancer Drugs to Reverse Alzheimer's-Like Memory Loss More...

BIOTECHNOLOGY: ON THE WAY TO MEETING HIGHLY AMBITIOUS EXPECTATIONS

  Wednesday, September 05, 2012

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IMMUNOGEN: TWO GOOD NEWS IN ONE ANNOUNCEMENT

  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...

WHY A SELLOFF IN THE BEST OF THE BEST ONCOLOGY BIOTECH FIRMS?

  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...

PLURISTEM: ARE TWO MIRACLES ENOUGH TO RAISE INVESTORS CURIOSITY?

  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...

VERTEX: A HIGH-TECH ASSAULT. XOMA: WHY INVESTORS ENTHUSIASM?

  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...


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