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SA Editor Douglas W. House  

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  • FibroGen to proceed with mid-stage study of FG-3019 in DMD [View news story]
    We include related tickers at the bottom of certain posts as a service to our subscribers who follow a certain disease area, especially if it represents a sizable market opportunity. DMD is one of these areas. If the first mover is fortunate enough to have an exclusive market for, say, six months, then the revenue/profit potential will be very attractive. This is why it's a horse race to the finish line.

    Any serious student of the market knows that common themes drive groups of stocks. In biotech, one company's success in a particular disease area will tend to lift other companies also working in the space (e.g. NASH). Astute biotech investors know this is a well-validated way to make money on a short/medium term basis.

    Pfizer is part of the list because its compound, PF-06252616, is currently in Phase 2 development for the treatment of DMD. The expected completion date of the study, NCT02310763, is February 2018.
    Jul 27, 2015. 09:59 PM | 1 Like Like |Link to Comment
  • Theravance Bio's VIBATIV cleared in Canada [View news story]
    Thanks for the note. Edit made.
    Jul 23, 2015. 03:31 PM | Likes Like |Link to Comment
  • Key PDUFA dates tomorrow for Amgen and Regeneron/Sanofi [View news story]
    Per Amgen's 3/30 press release announcing the FDA's acceptance of the sNDA (last sentence of first paragraph): "...FDA grants Kyprolis priority review with a PDUFA target action date of July 26, 2015." Since the 26th is Sunday, the expected action date is tomorrow.
    Jul 23, 2015. 03:08 PM | Likes Like |Link to Comment
  • Gilead's next generation combo pill for HIV-1 successful in late stage study [View news story]
    Thanks for the heads up. Stribild is, indeed, a better comparator. Edit made.
    Jul 21, 2015. 07:31 PM | 3 Likes Like |Link to Comment
  • NeoGenomics up on 26% on bullish call by BTIG Research [View news story]
    Thanks for the heads up. I added it to the post.
    Jul 9, 2015. 03:59 PM | Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    Thank you, David, for all of your hard work in building SA into the exciting enterprise that it is today. It takes an extraordinary effort to get a company off the ground so I, and many others, are grateful for your dedication and effort.

    All of us wish you the very best going forward. We look forward to working with Eli as we continue our rapid growth.
    Jul 2, 2015. 09:56 AM | 3 Likes Like |Link to Comment
  • AstraZeneca doubles ADS ratio effective July 27 [View news story]
    Yes. It doesn't change the overall value of your holdings, just the value of an individual ADS.
    Jun 26, 2015. 08:51 AM | Likes Like |Link to Comment
  • FDA clears new knee replacement device from Exectech [View news story]
    Oops! Correction made. Thanks.
    Jun 25, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Healthcare stock screen of the month - low PEG ratio [View news story]
    CytoDyn didn't fit the screening criteria.
    Jun 24, 2015. 03:38 PM | Likes Like |Link to Comment
  • Late-stage study shows Amgen's Vectibix improves survival in mCRC patients who have not responded to chemo [View news story]
    Vectibix generated $524M in sales the past four quarters (Q2 2014 - Q1 2015).
    Jun 19, 2015. 09:23 AM | 2 Likes Like |Link to Comment
  • New President at Transition Therapeutics [View news story]
    Yes, an embarrassing mistake. Edit made.
    Jun 16, 2015. 03:48 PM | Likes Like |Link to Comment
  • Acceleron's luspatercept shows encouraging results in Phase 2 trials [View news story]
    In general, press releases pertaining to trial data are more technical, as you would expect. This one is even more so. Most companies do a fair job explaining the numbers in layman's terms, some better than others. Unfortunately, Acceleron made little discernible effort to help "regular folks" understand the context of the results. Since I have only so much time to write a post I am limited in the amount of time I can devote to analysis. In large part, I have to go with what the company discloses.

    If you don't mind, I'll give you two pointers on, based on my experience, about biotech's disclosure of data. First, in general, the more obtuse the information the more the company doesn't want you to (easily) know the context of the data. Again, in general, if trial data show profound benefits, the sponsor will trumpet it loudly and widely to the world. If the results are marginal then, many times you'll see more of a data dump. I don't know if this is the case here, but the lack of context makes it difficult to ascertain how good the results are (that's why I included the normal ranges - for comparison).

    Second, if you don't understand the data don't invest in the company. The value of almost all biotech's is based on the "story" which is based on trial data (see Avalanche Bio - AAVL). It's technical, for sure, but if it's Greek to you, stay away.

    Thanks for commenting. All of us here at SA appreciate your participation.
    Jun 15, 2015. 07:45 PM | 3 Likes Like |Link to Comment
  • Ad Comm gives thumbs up to Amgen's Repatha [View news story]
    Just happened a few minutes ago.
    Jun 10, 2015. 04:02 PM | 1 Like Like |Link to Comment
  • AstraZeneca should bag Receptos analyst says, but others are circling [View news story]
    The bids by Teva and GILD are in the article I linked to.
    Jun 9, 2015. 12:07 PM | 3 Likes Like |Link to Comment
  • Ad Comm approaches for Sanofi/Regeneron cholesterol-lowering med [View news story]
    Thanks for the heads up. I deleted the links.
    Jun 5, 2015. 12:32 PM | Likes Like |Link to Comment