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  • Aerie's Upcoming Catalyst - ROCKing The Way To Success
    Mon, Jun. 23 AERI 4 Comments

    Summary

    • Aerie Pharmaceuticals is a key player in the glaucoma drugs pipeline with its drug candidates, Rhopressa and Roclatan.
    • Rhopressa is a triple-action, once-daily ROCK/NET inhibitor eye drop, and Roclatan is a combination therapy of Rhopressa and the commonly prescribed glaucoma drug, latanoprost.
    • Both Rhopressa and Roclatan have shown excellent results in trials to date and have fared well against existing glaucoma meds.
    • Phase 2b results for Roclatan will be announced in late June-early July and are expected to be positive.
    • We see great upside in Aerie Pharmaceuticals' stock, both in the short and long term.
  • BreedIT - Breeding The Next Generation Of Medical Marijuana
    Tue, Jun. 3 BRDT 5 Comments

    Summary

    • BreedIT is a new entrant to the medical marijuana space, but it is more advanced than other public marijuana companies.
    • BreedIT addresses a growing demand for marijuana strains to be optimized to their environment and purpose.
    • BreedIT's core technology is an algorithmic seed breeding tool developed and utilized for over 20 years at Israel's top university.
    • BreedIT's expertise in natural, non-genetically modified seed breeding is likely to be unrivaled even by agri-multinationals like Monsanto and DuPont.
    • BreedIT has already signed a joint venture agreement to develop novel marijuana seeds, and has already received an $800,000 investment gaining access to 80-acre growing facilities in Colorado.
  • Over-Skepticism: 3 Biotech Companies Trading Too Close To Their Cash
    Thu, May. 22 CNAT, TRGT, AMBI 3 Comments

    Summary

    • The recent sell-off in the biotech sector resulted in several companies with market caps very close to their cash levels. Three such companies that have near-term catalysts are reviewed.
    • Ambit Biosciences, which develops Quizartinib – a FLT3 positive AML drug in Phase III.
    • Conatus Pharmaceuticals, which develops Emricasan as a treatment for a variety of liver diseases and is currently running three Phase II studies.
    • Targacept, which develops neuronal nicotinic receptor modulators for the treatment of Alzheimer's disease and overactive bladder.
  • Tonix's Clinical-Stage Drug, TNX-102SL, Is Completely Unneeded
    Editors' Pick • Thu, Mar. 27 TNXP 105 Comments

    Summary

    • Tonix Pharmaceuticals' clinical-stage product - TNX-102SL is a disintegrating sublingual tablet containing a very low dose of cyclobenzaprine, targeted for bedtime administration for the treatment of Fibromyalgia.
    • TNXP was a sub-$5 stock following its recent NASDAQ up-listing until a series of articles drove a stock price rally, regardless of any real fundamental advancements or news.
    • Tonix's reformulated cyclobenzaprine doesn't provide any benefits over generic cyclobenzaprine pills that are commonly used as a Fibromyalgia treatment and will not be accepted by physicians and payers.
    • Even if TNX-102SL will be FDA approved, its patent expiration date grants only 3 years of market exclusivity. Consequently, Tonix has no chance of even recouping its development costs.
    • We argue that Tonix's current market cap is inflated and that Tonix's stock price should be traded only slightly over the company's cash (~$6 per share).
  • InterMune Is Set To Outperform Its Main Competitor
    Editors' Pick • Wed, Feb. 12 ITMN 16 Comments
  • Kythera Biopharmaceuticals - A Buyout Target Following Phase III Results
    Sep. 17, 2013 KYTH Comment!
  • Grim Near-Term Prospects For Zogenix
    Jul. 9, 2013 ZGNX 12 Comments
  • AbbVie's Latest Drug Deal Marks A Shift In The Celiac Disease Therapeutics Field
    May. 20, 2013 ABBV 1 Comment
  • Aveo's Upcoming AdCom - Tivozanib's Safety Will Lead The Way Towards Approval
    Apr. 22, 2013 AVEO 4 Comments
  • Bioassociate Initiated Coverage On RedHill Biopharma With A Buy
       • Apr. 8, 2013 RDHL Comment!
  • Brainstorm's Breakthrough ALS Clinical Data Shows The Promise In Stem Cell Therapy
    Mar. 28, 2013 BCLI 6 Comments
  • Bioassociate Initiated Coverage On KaloBios Pharmaceuticals With A Buy
       • Feb. 28, 2013 KBIO Comment!
  • Bioassociate Initiated Coverage On Oramed Pharmaceuticals With A Buy
       • Feb. 21, 2013 ORMP 3 Comments
  • BioLine Is Approaching Its Moment Of Truth
       • Dec. 3, 2012 BLRX Comment!
  • Cancer Drug Deals Reaching New Heights
    Sep. 4, 2012 GERN, IMMU, JNJ 1 Comment
  • Is The Hep C Drug Pipeline Beginning To Crack?
    Aug. 16, 2012 IDIX 2 Comments
  • Undervalued Biotech Stocks In Non-U.S. Markets: Part 1
    Editors' Pick • Jul. 25, 2012 BLRX, PSTI, BAX 4 Comments
  • The Race For The Next Blockbuster Schizophrenia Drug
    Jul. 19, 2012 AZN, TRGT, BLRX 2 Comments
  • BioLineRx: Upside Greater Than Stated By Analyst
    Jul. 5, 2012 BLRX 1 Comment
  • 2012 Biotech IPOs: Age Of The Dreamers?
    Jul. 4, 2012 CCXI, SUPN, UCD Comment!