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MabVax At The Intersection Of Vaccine And Antibody Cancer Immunotherapy
- The two main approaches to cancer immunotherapy are vaccines and monoclonal antibodies. Vaccines seek to build in-house immunity, while antibodies introduce passive immunity directly.
- MabVax is one of the few oncology biotechs pursuing both approaches simultaneously, with considerable advantages to taking both routes.
- MabVax has licensed 8 cancer vaccines from Memorial Sloan Kettering and has the exclusive right to screen for and clone effective antibodies produced in response to those vaccines.
- Its partnership with Juno Therapeutics gives it a percentage from any product where its antibodies are used as a targeting mechanism for Juno's genetically engineered cancer vaccines.
- MabVax's lead candidate, HuMab 5B1, has the potential to penetrate a $477M pancreatic cancer imaging market regardless of whether or not it proves to be an effective therapeutic.
How To Use Money Supply Statistics For Market Predictions
- Ultimately, what determines stock prices, and all other prices for that matter, is the money supply.
- The most accurate picture of the money supply at any given time is the 1-week M2 average, published by the Fed every week.
- In the past, a stagnant 1-week average for more than 20 weeks has immediately preceded stock market crashes, as happened in July 2011 and September 2008.
- Currently, the 1-week average has remained stagnant for 20 weeks.
One Last Chance For Chemocentryx's Star Diabetes Candidate
- Chemocentryx released 12-week phase 2 data on its diabetic kidney disease drug CCX140 last year, and they were underwhelming. 52-week data are due next quarter.
- Nevertheless, the results were positive for a subgroup that Chemocentryx is being a bit coy about.
- It is probable, judging by words of management, that this subgroup consists of diabetics with a high level of albuminuria, a main symptom of kidney disease.
- Given the depressed expectations, any positive results with this subgroup could push the stock higher, creating a tradable opportunity in the coming quarter.
Speculators On The Next HCV Acquisition Should Not Overlook Technological Platforms
- Much has been made of Merck's $3.85B acquisition of Idenix. Guesses have been made as to the next hepatitis C acquisition.
- Gilead acquired Pharmasset for $11B in 2011 before any significant clinical data. Pharmasset's discovery platform may have played a role.
- In order to make the best guess as to the next acquisition in the HCV space, investors should not overlook the technological platforms involved, as well as connections high up.
As The Business Cycle Hits EV, Survivors Like Car Charging Group Will Benefit
- The business cycle happens when government money is injected into an industry causing over expansion throughout the whole industry, and then contraction.
- It happened to Telecom in 2001, and it happened to the electric car market in 2013.
- Car Charging Group has survived the contraction and acquired 4 of its competitors. Those firms that survive the business cycle stand to gain the most.
Could Xplore Technologies Be Honeywell's Next Target?
- Last week, a Top Idea article was published on SA Pro on Xplore Technologies. Historically ,Top Ideas have had sizable effects on stocks. Xplore has yet to move in response.
- Honeywell has acquired three rugged computing companies since 2008 and has successfully incorporated them into its own business model.
- With Xplore finally achieving profitability and growing as it is, it may not be long until Honeywell takes notice of this rugged company.
- Taken together, the buy case for Xplore Technologies is compelling.
How Alzheimer's Blood Tests Could Paradoxically Free The Long-Term Care Market
- As health insurance coverage increases, premiums keep going up and up. This is because the more people that are covered, the less they care about actual medical costs.
- As the government coerces more and more coverage, prices will keep rising. If they try to cap premiums, insurance companies will drop out of the market altogether.
- This is already happening with the long-term care insurance market, where Prudential, MetLife, and Unum Group have already bowed out. Genworth nearly followed this year.
- Alzheimer's blood tests in development could dramatically raise premiums, because insurance companies will assume those applying for coverage have tested positive. If the government caps rates, they will drop out.
- Two tests are in development. One at Georgetown and Amarantus's LymPro, slated for CLIA review by mid-year. Georgetown's received media coverage, Amarantus's has not. When it does, shares will jump.
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