News and Comments

IDERA (IDRA): GOOD NEWS OFFSET SOMEWHAT BY SKEPTICISM NOT PESSIMISM

  Monday, March 04, 2013

Forgetting about Idera Pharmaceuticals (IDRA) seems to make its value sink, but failed to make it disappear. With a stock that sells at less than a three quarter of a dollar and a market of $20 million, lower than a new comer biotech having drugs still in preclinical lab testing, the firm was capable of drawing investors’ attention, riding new data about an attractive possibility of beating all existing approaches to treating psoriasis. The surprising data, which bring hopes in treating other autoimmune diseases, in addition to psoriasis were presented by James G. Krueger, M.D., PhD, of The Rockefeller University, at the Late-Breaking Research Symposium on March 2nd, 2013, during the American Academy of Dermatology Annual Meeting. More...

Biogen Idec Pays Elan $3.25 billion For Tysabri. Do We Leave, Or Stay?

  Wednesday, February 06, 2013

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The FDA Approval Of Kynamro™ Promises ISIS A Bright Future Read Also about ALNY; Sarepta, SNY

  Thursday, January 31, 2013

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XOMA: WILL THE LOVE-HATE SKEPTICISM MARRIAGE WITH INVESTORS FINALLY ENDS UP IN A STABLE RELATIONSHIP?

  Tuesday, January 15, 2013

XOMA (XOMA) is addictive and its relationship to investors is typical of that of married couples who have a love/hate alternating history, which is interrupted with divorces and remarrying. Around a week ago, the firm announced interim data from a phase 2 proof-of-concept (POC) study on gevokizumab, which is being developed for the treatment of inflammatory facial lesions in patients suffering from moderate to severe acne vulgaris.  More...

THERAVANCE: BECAME TEMPTING TO INVESTORS ANR TO ITS PARTNER

  Monday, January 07, 2013

Using scientific skills towards building pipelines of promising products does not guarantee a happy ending for a small biotech firm. Pipelines’ breakthroughs need managements’ capabilities and swiftness of actions, which would walk them through the safest and fastest road towards approvals.  We believe Theravance (THRX) has benefited from both its scientists and management. The firm has come nearer than ever to reaching a happy beginning of substantial growth, or perhaps, a happy ending through acquisition, probably, by its partner GlaxoSmithKline (GSK).  More...

THE SELECTION, ADVICE, HISTORY, PREFERENCES WILL BE ALL IN THE NEW YEAR'S PROHOST LETTER

  Friday, December 28, 2012

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ARIAD: ICLUSIG'S APPROVAL DESERVES HONORING THE DEVELOPER, NOT BASHING ITS STOCK

  Monday, December 17, 2012

On Friday, December 14, the FDA granted early and accelerated approval of Ariad’s (ARIA) further reaching tyrosine kinase inhibitor Iclusig (ponatinib) for the treatment of adult patients with chronic, accelerated or blast phase chronic myeloid leukemia (CML) that is resistant or intolerant to prior tyrosine kinase inhibitor (TKI) therapy or Philadelphia chromosome-positive acute lymphoblastic leukemia (Ph+ ALL) that is resistant or intolerant to prior TKI therapy. More...

ImmunoGen's Press Release Is More Than Mere News

  Tuesday, December 04, 2012

Give me the money or the hope of having it; you will see what I can do with my Targeted Antibody Payload (TAP) technology and my proprietary antibodies. That’s the message we feel ImmunoGen (IMGN) has meant to send about its upcoming clinical data presentations at the 54th annual meeting of the American Society of Hematology (ASH) to be held December 8-11, 2012 in Atlanta, GA. More...

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...


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