The Week in Review #30 FROM THE DEPARTED WEEK In the past week, we came across a lot of news announcing research, clinical trial results, collaborations, product approvals and acquisitions. Much of the departed week’s news though, does not represent complete stories, especially the ones related to research. They represented early works in progress offering no concrete results that we can evaluate. Important news for …
The Week in Review #29 PROHOST AGGRESSIVE PORTFOLIO - The aggressive portfolio hosts biotech firms with solid scientific fundamentals and prominent scientists whose stocks have plummeted following some setbacks. A setback could be a failure of an investigational product to meet the endpoints of its clinical trial or that the small biotech firm has taken long to achieve its goals . . . This content …
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 …
The Week in Review #27 PRIORITY TOPICS: CRISPR GENE EDITING, GENETIC ENGINEERING & ANTISENSE TECHNOLOGY The choice of these topics was dictated by investors who follow the sell side preaching. These negative investors decided to cause a selloff in all kinds of therapeutics that act at the root cause of diseases, i.e., the malfunctioning genes. These therapeutics are what we call the future treatments and cures. Indeed, during …
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 …
The Week in Review #26 IN THE BIOTECH WORLD - RESEARCH - IMPROVING CRISPR GENE EDITING The problem cited with gene editing is that the editing may stay switched on after it succeeded in reaching its goals. To prevent further unwarranted mutations, scientists from the Bath and Cardiff University have invented a switch that aims at controlling protein expression in cultured cells and mouse embryos with the …
The Week in Review #25 When Stocks Plummet for No Relevant Reasons Sometimes investors need to know why some of their stocks plummet when no bad news is broadcast anywhere and when firms announce terrific news promising progressive growth. Yesterday was one of those days where reasons for stocks’ deviant, and probably unwarranted, negative performances must be identified. Let’s have a look at what happened during …
The Week in Review #24 Biotech Stocks’ Performances, Products on the Move and Biotech Research Biotechnology stocks’ performance should be based on the firm’s intrinsic news that announces the power of their technologies and the successes or failures of their lead products and, to a lesser extent of their early-phase trials’ products. To be taken in consideration too are their financial statuses, especially of firms …
The Week in Review #23 ASCO 2018 - Small publicly-traded oncology biotech firms, large oncology biotech firms, and giant biopharmaceutical firms, in addition to some private biotech companies, all presented results and observations about their cancer drugs at the 2018 American Society of Clinical Oncology (ASCO) meeting. Most presentations were useful,...
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...
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.
The Week in Review #22 What Went Right or Wrong in the Biotech Sector During the Departing Week? - A lot happened in the biotech sector during the week, which departed at midnight. Topping the list of the week’s events was the approval of Portola’s (PTLA) product Andexxa . . . This content is for paid subscribers. Please click here to subscribe or here to log in.
The Week in Review #21 Part 2 THE MARKET (2) - Our remarks in the past Week in Review included our confidence that the attempts by negative investors to drive the market crazy will not deprive the market from its innate capability to sense and react to the authentic factors it usually reacts to . . . This content is for paid subscribers. Please click here to …
The Week in Review #21 Part 1 THE MARKET - Like symphonic orchestras that bring to the listeners’ ears, minds and souls melodies composed by legendary authors, the stock market reflects what’s going on in the world, which would positively or negatively impact the lives and well being of the earth’s residents . . . This content is for paid subscribers. Please click here to subscribe or here to …
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 Week in Review #20 THE MARKET - My friend asked: “Are you scared?” “Of what?” I asked “The market?” The market? No,” I said. We are afraid of those who are rendering the market nervous and temporarily confused, as we observed while monitoring its volatility. The market has never been chronically confused . . . This content is for paid subscribers. Please click here to …
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 …
The Week in Review #19 Targeting the Root-Cause of Diseases - Investing in the Future is Currently the Best Way - Stopping aberrant genes from causing diseases has taken time to move from wishful thinking to reality. Through trial and error, various different approaches have been tested over the years, including attempts at genetic engineering...   . . . This content is for paid subscribers. …
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.
The Week in Review #18 The Market - The stock market recuperated most of its losses while analysts preferred to abstain from forecasting and remain bystanders during the market volatility. Although the causes of volatility have yet to be delineated, some philosophers in the field dared to attribute it as a market’s own mind’s judgment . . . This content is for paid subscribers. Please …
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.
