Prohost Letter #376 WHILE LOOKING AT THE BIOTECHS SCIENTIFIC FUNDAMENTALS We keep an eye on other factors That influence the stocks Investors who pick their stocks based on the firms’ solid scientific fundamentals, technological capabilities and pipeline products’ promises are mostly long-termers. They usually keep the stock they meticulously picked until they reach the goals that motivated them to pick it in the first place. …

Exelixis Announces Acceptance of New Drug Application for Cobimetinib (NDA) in Combination with Vemurafenib for Treatment of Patients with BRAF V600 Mutation-Positive Advanced Melanoma “The FDA Granted Priority Review, Assigns Action Date of August 11, 2015” This is a subtitle in the firm’s news today, which says a lot about Exelixis (EXEL) as an active biotech firm. Exelixis has, indeed, designed, produced and developed a …

AERIE PHARMACEUTICALS (AERI) A YOUNG BUT STRONG COMPETITOR IN THE GLAUCOMA HUGE MARKET – Aerie Pharmaceuticals has eye drops that could become a game changer in the management of glaucoma. – The firm’s lead drug, Rhopressa™, is a one drop once-daily having triple action that might bring life to over two decades of paralysis in Glaucoma treatments. – Rhopressa™ inhibits Rho Kinase (ROCK) and the …

They jumped to call the biotech sector a bubble, accentuating its volatility. Instead of saying WOW about Gilead’s (GILD) 3.49 billion net income, calculated as $2.18 a share, they called for a selloff of the stock. The 3.49 billion net income and $2.18 income a share are compared with $791 million, or 47 cents a share, a year earlier. This is big for us, but …

Prohost Letter #375 Part 2 Novel Breakthrough Cancer Immunotherapy Approaches PART 2 In Part 1 of this issue, we described the immunotherapy approach that aims at modulating immune checkpoint proteins, thus unleashing the T cells to do their natural task of detecting, attacking and eliminating cancer cells. The approach is a success, as we reiterated, with greatly encouraging results. Researchers in large oncology centers and drug …

Prohost Letter #375 Part 1 BIOTECHNOLOGY: THE BEGINNING OF A NEW ERA STATE- OF-THE-ART APPROACHES FOR THE MANAGEMENT OF CHRONIC AND DEADLY DISEASES ARE IN HUMAN CLINICAL TRIALS We are encouraged by some novel treatments for chronic diseases and cancer and we are optimistic about results coming from their early- and late-phase trials. Picking advanced therapeutics is the magic word Sesame in the formula “Open Sesame”, which, …

Incyte and Agenus Announce Global Alliance to Develop Novel Immuno-Oncology Antibodies Today’s news is good for Agenus (AGEN) whom we kept in our portfolio because of many reasons – all have been mentioned in our previous articles. What makes today’s news about the collaboration between Incyte (INCY) and Agenus (AGEN) more exciting is that it was not the first that demonstrate the firm is on …