Tag: Illumina (ILMN)

The Quarterly Financial Results

The Quarterly Financial Results

The Week in Review #46 The Quarterly Financial Results The quarterly financial results that analysts and investors relied on for years to evaluate biotech firms, including development stage firms, seem to change. Investors have finally realized that development-stage firms have no marketed drugs and no revenues, hence, no incomes and should be evaluated based on the clinical trial results of their pipeline products. They saw …
What Was Seen and What Was Ignored

What Was Seen and What Was Ignored

The Week in Review #44 Quarterly Financial Results What Was Seen and What Was Ignored History and self-experiences enabled investors to expect and swallow biased reactions following the announcements of the biotech sector’s firms’ quarterly results. Investors have long been expecting negative reactions towards small development-stage biotech firms following the announcement of their quarterly financial results. What they did not expect is for the same …
Regeneron: Successful Cure for Ebola-Infected People. Read Also: The Midday Outperforming Biotech Stocks

Regeneron: Successful Cure for Ebola-Infected People. Read Also: The Midday Outperforming Biotech Stocks

Regeneron Product REGN-EB3 Saving Lives Regeneron (REGN) announced that an independent monitoring board ended its investigational product REGN-EB3 trial after reviewing interim mortality data from 499 patients. REGN-EB3 was found superior to rival therapy from Mapp Biopharmaceuticals (MAPP) in saving the lives in . . . This content is for paid subscribers. Please click here to subscribe or here to log in.
Why We Decided Not To Abandon the Amgen and Illumina Band Wagons

Why We Decided Not To Abandon the Amgen and Illumina Band Wagons

Amgen Contrary to our expectations Amgen’s (AMGN) shares declined more than 10% in 2019, instead of rallying. Part of the decline followed the threat of devastating the large drug creators and developers by lowering the high prices of drugs. Amgen’s stock loss can also be attributed to the pressure exerted by negative investors on the stock.   Today, after . . . This content is for …
Are Illumina’s 2019 Challenges Transitory?

Are Illumina’s 2019 Challenges Transitory?

Illumina Stock Dropped Following Their Preliminary Revenue Announcement Illumina (ILMN) stock dropped 16% following the firm's announcement of preliminary revenue for the second quarter of the fiscal year 2019 and updated its 2019 revenue guidance. According to the firm’s press release its second quarter results were impacted by an approximately $30 million lower revenue than expected; associated with population genomics initiatives, including a sizeable sequencing . …
The ASCO 2019 Special Edition

The ASCO 2019 Special Edition

Prohost Letter #432 The ASCO 2019 Special Edition SPRAYING FEAR The Victims Are The most disturbed victim of the instigated and irrelevant fear against investing in the stock market is the market itself. Indeed, baseless fear campaigns frighten positive investors while encouraging short-selling investors to maximize their selling which intensifies the markets volatility. We have been experiencing this phenomenon since the beginning of 2019. Market …
From ASCO: Amgen, Nektar, Sanofi, GRAIL and Others. A Biotech to Keep an Eye on

From ASCO: Amgen, Nektar, Sanofi, GRAIL and Others. A Biotech to Keep an Eye on

What Everyone Wants to Hear from ASCO The American Society of Clinical Oncology (ASCO) meeting is ongoing. What the oncologists, the analysts, the researchers and investors and other interested observers are anxious to hear this year is mostly about the improvements in the immune-oncology approaches. The Oncologists Want to Hear About: Up-to-date information from clinical trials on immunotherapies in order to practice the safest and …
Genomes, Genes and Gene Therapies

Genomes, Genes and Gene Therapies

Prohost Letter #431 Genomes, Genes and Gene Therapies In this issue of the Prohost Letter we focus on genomes, genes and gene therapies. National DNA day is April 25th . On this day we commemorate: James Watson, Francis Crick, Maurice Wilkins, Rosalind Franklin and other of their collegues who published papers on the structure of DNA in 1953. It is an opportunity to celebrate the …
The molecule that enhanced the T Cells cancer treatment efficacy while preventing autoimmune diseases

The molecule that enhanced the T Cells cancer treatment efficacy while preventing autoimmune diseases

Yesterday, the Stock Market skyrocketed and with it a significant number of Prohost Picks that we keep reminding ourselves are undervalued. The outperformance unveiled the interred strength of firms such as: Illumina (ILMN), Amgen (AMGN) and Vertex (VRTX), the gene therapy firms: RegenxBio (RGNX) and Spark (ONCE), and the gene editing firms: Crispr (CRSP), Intellia (NTLA) and Editas (EDIT), as well as others in the Prohost Portfolio. The rebounding in the …
About Illumina’s acquisition

About Illumina’s acquisition

Illumina (ILMN) and Pacific Biosciences (PACB) announced they have signed an agreement for Illumina to acquire Pacific Biosciences at a price of $8.00 per Pacific Biosciences share, in an all-cash transaction. The agreement has already been approved by the board of directors of both firms. The acquisition complements Illumina’s sequencing solutions with accurate long-read sequencing capabilities to answer complex genomic questions. Why the acquisition? While Illumina’s accurate and economic short-read sequencing platforms address the …
Outperforming, favorite, and undervalued biotech firms

Outperforming, favorite, and undervalued biotech firms

The Week in Review #28 The approval of revolutionary products created by biotech firms with solid scientific fundamentals, superior scientists and advanced technologies is what motivates us to pick for investment biotech and biopharmaceutical firms. So, let’s see what has been approved in the parting week  from firms that we picked for investment.       IMPORTANT APPROVALS       Prohost Picked Firm     …
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 …
Illumina’s Contribution to Practicing Precision Medicine

Illumina’s Contribution to Practicing Precision Medicine

When we reiterated that Illumina (ILMN) is the engine of the biotechnology evolution we meant it. We have to add, though, that the evolution made possible by Illumina’s sequencers and next-generation sequencing (NGS) engine is tremendously improving research and medical practice.  Regarding medical practice, the most recent news announced a global strategic partnership between Illumina and Loxo Oncology (LOXO) to co-develop and commercialize a multi-gene panel for broad tumor …
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.
Another Week of Outperformance

Another Week of Outperformance

The Week in Review #16 More Exciting Rallies in Prohost Picks - The past week and for several week fascinating outperformances have been seen for many of the Prohost Portfolio stocks. We continue to articulate that the good news is not only in the stocks’ rallies, but also in the outstanding stories behind them . . . This content is for paid subscribers. Please click here …
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 …
Reasons for Vertex’s & Illumina’s Outperformance

Reasons for Vertex’s & Illumina’s Outperformance

Synopsis Most of the Prohost picked stocks gained momentum and closed higher at the end of the week. Some rallied because that’s what they were supposed to do after the quarterly financial when most biotech stocks are subjected to selloffs, including those that have clearly outperformed in real life. The most outperforming of our picked stocks in July and continue to outperform are Illumina (ILMN) …
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...
Prohost Letter #407

Prohost Letter #407

Prohost Letter #407 AT A GLANCE - Firms Added to Prohost Portfolio PROHOST IS PICKING NEUROCRINE BIOSCIENCES   On March 27, a few days before the FDA approves Neurocrine’s (NBIX) drug Ingrezza, (valbenazine) capsules for adults with tardive dyskinesia (TD), we posted an article titled “Time for Transformation and Achievements”. In the article, we stated that Neurocrine Sciences Ingrezza will highlight Neurocrine Biosciences and its …
OncoCyte’s Liquid Biopsy Test Has Positive News

OncoCyte’s Liquid Biopsy Test Has Positive News

OncoCyte (OCX) has news. This firm, which develops non-invasive blood and urine liquid biopsy diagnostic tests has good news about its lung cancer liquid biopsy. Liquid biopsy is a term recently coined for a simple blood test that can replace current invasive and expensive biopsy procedures for the detection of cancers at their early stages. This simple blood test is expected to lessen the need …