Archive for the ‘Bio-Wire’ Category

A Bull/Bear Outline for the Unilife Debate

12.05.2013 · Posted in Bio-Wire

In our previous article (link) on Unilife (NASDAQ: UNIS), published on November 27th 2013, we predicted that UNIS would probably break 100% in YTD gains. After the company announced on December 2nd (link) that a clinical supply agreement had been reached with Novartis (NYSE: NVS), a huge rally occurred in UNIS common stock and it ...

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OPKO: Expecting More Strength in 2014 on Pipeline Developments

11.22.2013 · Posted in Bio-Wire

It hasn’t been a good year for short sellers betting against the rapidly growing healthcare conglomerate OPKO Health (NYSE: OPK) and its CEO/Chairman – Dr. Phillip Frost. Since the start of the year, OPK common stock has more than doubled in value. Since our article on their pipeline product hGH-CTP (link), the stock is up about 61%. ...

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Ohr Pharma: A Pure 2014 Catalyst Play With Large Potential

11.12.2013 · Posted in Bio-Wire

One of the biotechs of 2013 that continues to hold its ground is Ohr Pharmaceutical (NASDAQ: OHRP) – a company that is best known for its Squalamine eye drops which are being developed as a treatment for wet age-related macular degeneration (wet AMD). The Phase II trial for squalamine in this indication has recently completed ...

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Categorizing Biology Investments, and 2 Niche Market Stock Picks

10.29.2013 · Posted in Bio-Wire

Note: In addition to my regular discussion on select companies in the life science (“applied biology”) space, I’ve included a top-down discussion and exemplification of my main categorization method. For those not interested, company-specific discussion can be found near the end of the article. What kind of company is this? Life science (biology) investments can ...

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Actinium Pharmaceuticals: Initiation of Coverage at ProActive Capital

10.14.2013 · Posted in Bio-Wire

A commissioned equity research report was created for and released by ProActive Capital Group. The report covers Actinium Pharmaceuticals (OTC: ATNM) – a development stage biotechnology company. Click here to view the report in PDF format Excerpts: “Iomab-B: Actinium Pharmaceuticals is preparing to register a pivotal Phase III trial for its most mature pipeline candidate ...

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Amarin: Our Last Analysis before ANCHOR Adcom for Vascepa

10.14.2013 · Posted in Bio-Wire

This article presumes that the reader is familiar with the general situation of Amarin Corporation ( NASDAQ: AMRN) and its drug Vascepa ahead of the ANCHOR Advisory Committee meeting and PDUFA goal date. We’ve linked to supplementary content for readers unfamiliar with the company and its situation. Amarin Regains Ahead of Vital Q4 Catalysts – ...

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Aegerion Remains Attractive, but Biotech Looks Vulnerable

10.07.2013 · Posted in Bio-Wire

Despite some easing of the hyper-bullish sentiment in the currently bloated specialty pharmaceuticals sector, Aegerion Pharmaceuticals (NASDAQ: AEGR) looks ready to finally breach the psychological $100/share mark. Despite some concerns over the small number of patients with HoFH (Homozygous familial hypercholesterolemia), Aegerion’s drug Juxtapid (lomitapide) was able to achieve incredibly high reimbursement payment for the ...

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2 Biotechs Targeting Brain Cancer

10.01.2013 · Posted in Bio-Wire

Brain cancers are among the most deadly and hard-to-treat types of cancer in existence. Roughly 12,000 to 14,000 people in the United States alone have primary malignancies in the brain and nervous system. Approximately 1,500-2,000 of these brain cancer patients die each year. The approximate 5-year survival rate for these types of cancers is ~33% ...

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Biotech-Focused Baker Bros. Accumulates These 3 Stocks

09.30.2013 · Posted in Bio-Wire

Baker Bros. Advisors is a ~5 BB small & micro-cap focused biotechnology fund run by Julian Baker and Felix Baker. The fund has generated exceptional returns this year – largely due to a huge long position they started in ACADIA Pharmaceuticals (NASDAQ: ACAD) (YTD = +481%). While the fund is quite secretive, it is required ...

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Phase III Trial Ruins Prosensa’s Drisapersen, Sarepta Rallies Strongly

09.23.2013 · Posted in Bio-Wire

Last Friday, an early top-line Phase III data release for Duchenne Muscular Dystrophy (DMD) oligonucleotide therapeutic drisapersen devastated shares of Dutch biotech Prosensa (NASDAQ: RNA). After a 70% drop in share price, Prosensa’s valuation stands at $207 MM. Prosensa’s partner for the development of drisapersen is GlaxoSmithKline (NYSE: GSK) – and fortunately for GSK shareholders ...

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