Category: Prohost Letters

Following the Stars. Less Science and More Logic

Following the Stars. Less Science and More Logic

Prohost Letter #424 Following the Stars Less Science and More Logic We reiterate that while a human star is born every once in a while on Earth, several stars born daily in research labs may be designated every other day by the FDA and other health regulatory agencies around the world. These agencies call these potential stars’ breakthrough drugs, but not all the molecules designated …
Victims of fear and misunderstanding

Victims of fear and misunderstanding

ProhostLetter #423 TOMORROW’S THERAPEUTICS TODAY For a more or less fair evaluation of biotechnology and pharmaceutical firms, analysts currently rely for their assessment on criteria that include quarterly financial results, products’ sales revenues, and year over year growth of each and every marketed therapeutic. When it comes to clinical-stage firms, the logic implies that these criteria cannot be relied on for evaluation, as most of …
New stock selection and re-evaluation

New stock selection and re-evaluation

Prohost Letter #422 SUMMARY OF THE PAST ISSUE ARTICLE - REVISITING PROMISING FIRMS (PART1) - The firms we tackled in the past issue comprised: 1. Firms we liked and added to our portfolio. 2. Firms we posted their good news, but did not select... 
Revisiting Biotech Companies We Highlighted

Revisiting Biotech Companies We Highlighted

Prohost Letter #421 PRIVATE  LESSONS - Stock prices of publicly-­traded biotech companies oscillate for the same reasons other industries’ stock prices swing all day long. The fluctuations are the outcome of investors’ and daily traders’ unrelenting buying and selling . . . This content is for paid subscribers. Please click here to subscribe or here to log in.
Real Breakthroughs

Real Breakthroughs

Prohost Letter #420 REAL BREAKTHROUGHS - One Has Already Been Used and the Other Has Extraordinary Promises In  the  NEWS - THE POWER OF CHECKPOINT INHIBITOR IMMUNOTHERAPY WOW It is about the checkpoint inhibitors immunotherapy, which is bringing to the world of cancer a stunning revelation of a combination treatment offering an almost cure for a lung cancer...
The Prohost Portfolio: Updating the Stock Targets

The Prohost Portfolio: Updating the Stock Targets

Prohost Letter #419 RE-­EVALUATION ONLY - The Prohost Portfolio comprises biotechnology and biopharmaceutical companies, that we believe have solid scientific fundamentals and dedicated managements. All the firms in the portfolio, except a few, have proprietary technologies, which enable the firms’ scientists to design in house safer and more effective new molecular entity therapeutic molecules . . . This content is for paid subscribers. Please click here …
Observing Queer Stories

Observing Queer Stories

Prohost Letter #418 Observing Queer Stories  PORTOLA - Portola (PTLA) has been granted approval of an important factor Xa inhibitor Bevyxxa (betrixa-­ban for extended prophylaxis of venous thromboembolism (VTE) in acute medically ill patients with risk factors for a life-­threatening VTE . . . This content is for paid subscribers. Please click here to subscribe or here to log in.
Private Lessons and More

Private Lessons and More

Prohost Letter #417 Private Lessons - These lessons are overdue and we had to do this homework before we go into further evaluations of our picks and introduction of new companies as we promised in the past issue. We believe that the Prohost readers, the fans and the critics should know how and why we pick our biotech stocks . . . This content is …
The Year in Review Part 2

The Year in Review Part 2

Prohost Letter #416 Part 2 2017 - A YEAR OF BREAKTHROUGH TECHNOLOGIES, BREAKTHROUGH PRODUCTS, IMPROVEMENTS ON PROMISING BREAKTHROUGH TREATMENTS, DECIPHERING IMPORTANT LIFE SCIENCE MYSTERIES, PINPOINTING BIOLOGICAL PATHWAYS FOR TREATMENT RESISTANCE, MIRACLE CURES, AND… A LOT OF DISTORTED NEGATIVE INTERPRETATIONS - Prioritizing our choices of breakthroughs has been a dilemma . . . This content is for paid subscribers. Please click here to subscribe or here to log …
The Year in Review Part 1

The Year in Review Part 1

Prohost Letter #416 Part 1 The Year In Review - 2017 Unheard of Programs - AN AWESOME YEAR for the biotech sector regarding its accomplishments. Many of the accomplished programs were unheard of regarding the degree of their positive impact on medical practice. Unfortunately, many of these accomplishments, which included the making of new discoveries, the creation of novel advanced technologies and the design of …
Prohost Letter #415

Prohost Letter #415

Prohost Letter #415 New Promising Technologies PROTAC - A Technology That Offers a Superior Class of Drugs PROTAC is an approach that created a new class of drugs described as superior and far less toxic than targeted drugs known to block disease-­causing proteins. The technology belongs to a private Company called Arvinas . . . This content is for paid subscribers. Please click here to subscribe …
Prohost Letter #414

Prohost Letter #414

Prohost Letter #414 GIANTS & DWARFS - We believe it’s a useful idea bringing The Week in Review into the Prohost Letter this time. We thought it would be easier for the readers to get last week’s updates and comments together with the Letter’s subjects and its Prohost Portfolio’s observations. In the Week that said au revoir, things happened that are worth citing. New development-stage …
Prohost Letter #413

Prohost Letter #413

Prohost Letter #413 FROM BIOTECH TO BIOPHARMA - New research, new findings, new discoveries of trustworthy and doubtful biomarkers more understanding of genomics and proteomics, in addition to more breakthrough diagnostic procedures, are all gifts of the life-science revolution. This revolution started with molecular biology, the discovery of the DNA and its functions, which was the prelude to genomic understanding, gene sequencing, and genetic engineering and …
Prohost Letter #412 Part 3

Prohost Letter #412 Part 3

Prohost Letter #412 Part 3 GLIOBLASTOMA - Is There Hope? Senator John McCain was diagnosed with a malignant brain tumor, glioblastoma – the most common and aggressive form of brain cancer. The cancer is so aggressive that most surgeries did not provide survival. This brain cancer affects around 3 people out of 100,000 in the U.S., with men more than women and whites more than other …
Prohost Letter #412 Part 2

Prohost Letter #412 Part 2

Prohost Letter #412 Part 2 Living Breakthroughs in The Making - Understanding the origin of diseases or the reasons for their resistance and devastation is the road towards designing the right treatments. Research published about novel approaches or new entity drugs that promise better safety efficacy, in addition to saving lives, should be of interest to investors even when the promising research is conducted by …
Prohost Letter #412 Part 1

Prohost Letter #412 Part 1

Prohost Letter #412 Part 1 Updating Our Targets - This Letter will be of three parts. The first part (today’s  issue)aims at presenting our adjusted targets based on current news and updates related to the Prohost picks. A Case in Point - PORTOLA - For example, Portola (PTLA) has recently been granted FDA approval for its Factor 10 (FX) inhibitor anticoagulant drug Bevyxxa (betrixaban . …
Prohost Letter #411

Prohost Letter #411

Prohost Letter #411 SOME STOCK RALLYING NEWS - Under normal conditions, some good news should rally the stocks of the firms that the news belong to them. During the past six months, Amgen (AMGN) announced a series of good news that seem to have fallen on deaf ears. Yesterday Amgen announced some positive results from three approved and one experimental products – all the news …
Prohost Letter #410

Prohost Letter #410

Prohost Letter #410 JUNE PDUFA DAYS This month, the FDA will decide on the approvals of drugs belonging to companies that Prohost has picked for investment. Usually, granting approvals rallies the stocks of the drugs’ developing firms. Sending Complete Response Letters for demands that might delay approvals would cut a substantial percentage of the stocks’ values, while rejections would cause the stocks to falter. Let’s …
Prohost Letter #409

Prohost Letter #409

Prohost Letter #409 ASCO The American Society of Clinical Oncology (ASCO) meeting is around the corner. The Meeting, which will begin on Friday June 2, 2017 and will end on Monday 5, 2017 will be different than the past years for many reasons, including the following: -­ Checkpoint inhibition as Immunotherapy for cancer treatment moved from wishful thinking a decade ago, to promising cancer treatments …
Prohost Letter #408

Prohost Letter #408

Prohost Letter #408 AT A GLANCE - Continued from the Previous Prohost Letter #408 In the Past issue #407, we picked the following firms: NEUROCRINE BIOSCIENCES (NBIX) Treating Tardive Dyskinesia CYTOMX Improving On Cancer Immunotherapy CELYAD SA (CYAD) Bringing Solutions To Immunotherapy Problems Please Read the articles written about these firms in the Issue #407 In This Issue We Add  NEW LINK GENETICS...