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Trevor Lowenthal

 
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  • Update: Sanofi Wins EC Marketing Authorization For Cerdelga
    Yesterday, 12:18 PM SNY 1 Comment

    Summary

    • Sanofi announced Thursday it received EC marketing authorization for Cerdelga capsules, a first line oral therapy for certain adults living with Gaucher disease type 1.
    • I reiterate my bullish thesis on Sanofi.
    • As expected, Sanofi continues to improve its prospects amid the patent cliff.
  • Update: Intrexon Announces Massive Secondary, Should Investors Worry?
    Wed, Jan. 21 XON 22 Comments

    Summary

    • Intrexon announced Tuesday a $150 million secondary offering.
    • While secondaries are often perceived as negative events, I remain bullish on Intrexon.
    • The funds raised from the financing should support Intrexon's ongoing research and development and additional strategic opportunities.
    • I did not anticipate the offering in my initial article on Intrexon. After all, it appears that the surge in stock price triggered the offering.
  • Update: Will Teva Lose Patent Protection For Copaxone After All?
    Tue, Jan. 20 TEVA 5 Comments

    Summary

    • Teva announced Tuesday a favorable U.S. Supreme Court ruling over its patent for Copaxone, dealing a blow to various generic developers that are attempting to enter the MS space.
    • I reiterate my bullish thesis on Teva.
    • As expected, Teva continues to improve its prospects amid the enormous patent cliff. The favorable Supreme Court ruling corroborates this position.
  • Update: AstraZeneca Inks Lucrative Deal With Omnis Pharmaceuticals
    Thu, Jan. 15 AZN 2 Comments

    Summary

    • Earlier in the week, AstraZeneca announced that it inked a deal with Omnis Pharmaceuticals for the development of oncolytic viruses in immuno-oncology.
    • I reiterate my bullish thesis on AstraZeneca.
    • As expected, AstraZeneca continues to improve its long-term growth prospects.
  • Update: Intrexon Expands Partnership With Fibrocell Sciences
    Thu, Jan. 15 XON 4 Comments

    Summary

    • Intrexon announced that it expanded its collaboration with Fibrocell Sciences for the development of treatments for Ehlers-Danlos syndrome hypermobility type (EDS-HT).
    • I reiterate my bull thesis on Intrexon.
    • Intrexon continues to enhance its growth prospects through its various partnerships and collaborations.
  • An Undervalued Biotech With A Promising Pipeline: CEO Dr. Daniel Teper
    Wed, Jan. 14 IMNP 7 Comments

    Summary

    • Immune Pharmaceuticals is an emerging biopharmaceutical company listed on the NasdaqCM.
    • The company has multiple opportunities in various indications, including Crohns, Colitis, and acute Myeloid Leukemia.
    • In order to gain more insight, I reached out to Immune CEO, Dr. Daniel Teper, for an email interview.
  • Update: AstraZeneca Anti-Clotting Drug Moves Closer To Market
    Wed, Jan. 14 AZN 4 Comments

    Summary

    • AstraZeneca announced Wednesday a favorable outcome from the Phase 3 study of its anti-clotting drug Brilinta.
    • I reiterate my bullish thesis on AstraZeneca.
    • As expected, the company continues to enhance its growth prospects.
  • Update: Intrexon Announces Exclusive Licensing Agreement With MD Anderson
    Wed, Jan. 14 XON 3 Comments

    Summary

    • Intrexon and its oncology partner ZIOPHARM Oncology announced Tuesday that they entered into an exclusive licensing agreement with MD Anderson.
    • I reiterate my bullish thesis on Intrexon.
    • As expected, Intrexon continues to enhance its growth prospects through its various partnerships and collaborations.
  • Update: BioLife Announces Preliminary Revenues For 2014
    Tue, Jan. 13 BLFS 14 Comments

    Summary

    • BioLife announced Monday preliminary revenues for 2014.
    • I reiterate my bull thesis on BioLife.
    • As expected, BioLife continues to benefit from increasing demand for HypoThermosol and CryoStor.
  • Update: A Dangerous Time To Be Short MannKind
    Mon, Jan. 12 MNKD 67 Comments

    Summary

    • Last week, MannKind announced that it received a $50 million milestone payment from Sanofi.
    • I reiterate my bullish thesis on MannKind.
    • As expected, MannKind is positioned for the Q1 2015 launch of Afrezza. There is a significant short position, but optimal uptake of Afrezza could trigger a short squeeze.
  • Update: China Biologic Products Adopts Stockholder Plan To Avoid Hostile Takeover
    Fri, Jan. 9 CBPO Comment!

    Summary

    • China Biologic announced Friday that it has adopted a stockholder rights plan to specifically prevent hostile takeover attempts.
    • I reiterate my bull thesis on China Biologic.
    • As expected, China Biologic continues to enhance its long-term growth prospects as an independent biopharmaceutical company. Adopting a stockholder plan to deter hostile takeover attempts corroborates this position.
  • Update: Sanofi's Cholesterol Drug Shows Promise In Late-Stage Trials
    Fri, Jan. 9 SNY 3 Comments

    Summary

    • Sanofi and its partner Regeneron announced Friday that two clinical trials showed that the cholesterol drug alirocumab demonstrated efficacy in patients with high cholesterol.
    • I reiterate my bull thesis on Sanofi.
    • As expected, Sanofi continues to improve its prospects amid the patent cliff.
  • Update: Pfizer's Palbociclib Is Closer To Approval Than Expected
    Thu, Jan. 8 PFE 5 Comments

    Summary

    • On Thursday, Pfizer announced that it is in talks with the FDA regarding the finalization of the prescription label for palbociclib.
    • I reiterate my bullish thesis on Pfizer.
    • As expected, Pfizer continues to improve its prospects amid the enormous patent cliff.
  • Update: Ligand Partner Moves Closer To Delafloxacin Launch
    Thu, Jan. 8 LGND 5 Comments

    Summary

    • On Thursday, Ligand announced that its partner, Melinta Therapeutics, reported positive top-line results from the first of two Phase 3 PROCEED studies of Delafloxacin.
    • I reiterate my bull thesis on Ligand.
    • As expected, Ligand continues to enhance its growth through its royalty-based portfolio of assets.
  • Update: U.S. Launch Of Generic Diovan Improves Teva's Outlook
    Wed, Jan. 7 TEVA 3 Comments

    Summary

    • On Tuesday, Teva announced the U.S. launch of generic Diovan.
    • I reiterate my bull thesis on the company.
    • As expected, Teva continues to improve its prospects amid the enormous patent cliff.
  • Update: BioLife Establishes 75 Embedded Clinical Trials In 2014
    Tue, Jan. 6 BLFS 13 Comments

    Summary

    • On Monday, BioLife announced that CryoStor and HypoThermosol are embedded in 175 cellular immunotherapy and other regenerative medicine clinical trials.
    • I reiterate my bull thesis.
    • As expected, BioLife continues to enhance its growth prospects by expanding its core biopreservation media business.
  • Update: Rexahn Improves Partnership Chances With Demonstrated Potential Of RX-3117
    Tue, Jan. 6 RNN 4 Comments

    Summary

    • On Tuesday, Rexahn announced the publication of preclinical results for RX-3117, demonstrating effectiveness against gemcitabine resistant human cancer cells.
    • I reiterate my bull thesis on Rexahn.
    • As expected, Rexahn continues to increase the prospects of a partnership for RX-3117.
  • AmpliPhi Update: Key Highlights From The Shareholder Conference Call
    Tue, Jan. 6 APHB Comment!

    Summary

    • On Monday, AmpliPhi hosted a shareholder update conference call, detailing important clinical achievements last year, as well as what management expects to achieve during 2015.
    • Based on the call, I reiterate my bull thesis on AmpliPhi.
    • As expected, AmpliPhi remains on course to advance its anti-infective programs to human clinical trials in the second half of 2015.
  • Update: Pfizer Improves Prospects With Acquisition Of Redbiotec
    Mon, Jan. 5 PFE 2 Comments

    Summary

    • Pfizer announced Monday that it acquired a controlling stake in Redbiotec.
    • I reaffirm my bull thesis on Pfizer.
    • Although I did not predict this acquisition in my initial report, I expected that Pfizer would continue to improve its prospects amid the enormous patent cliff.
  • Sanofi Faces Serious Competitive Challenges: Is It Time To Buy Or Sell?
    Fri, Jan. 2 SNY 11 Comments

    Summary

    • Sanofi is trading below record highs.
    • I believe it's difficult to determine the margin of safety at current price levels, as a myriad of factors could restrict Sanofi's growth (e.g., the patent cliff).
    • A conservative options strategy mitigates these risks, while enhancing Sanofi's current yield.
  • Teva Pharmaceutical Industries: Is It Time To Buy Or Sell?
    Editors' Pick • Thu, Jan. 1 TEVA 12 Comments

    Summary

    • Shares of Teva are trading near 52-week highs.
    • I believe it's difficult to determine the margin of safety at current price levels, as a myriad of factors could restrict Teva's growth (e.g., the patent cliff).
    • A conservative options strategy mitigates these risks, while enhancing Teva's current yield.
  • Pfizer Faces An Enormous Patent Cliff: Here Is How To Invest
    Dec. 31, 2014 PFE 11 Comments

    Summary

    • Shares of Pfizer are trading near 52-week highs.
    • I believe it's difficult to determine the margin of safety at current price levels, as a myriad of factors could restrict Pfizer's growth (e.g., the patent cliff).
    • A conservative options strategy mitigates these risks, while enhancing Pfizer's current yield.
  • Intrexon Corporation Has Two Overlooked Opportunities In The Anti-Infective Space
    Dec. 29, 2014 XON 10 Comments

    Summary

    • Shares of Intrexon are trading in the middle of its 52-week range.
    • Intrexon has two unique opportunities in the anti-infective industry through its partnerships and collaborations with AmpliPhi Biosciences and Oragenics.
    • Intrexon's fundamental outlook is promising. Its diversified portfolio of assets should help mitigate investment risks.
  • Update: Ligand Announces Key Regulatory Submissions
    Dec. 28, 2014 LGND Comment!

    Summary

    • Last week, Ligand announced two promising developments: GlaxoSmithKline submitted an sNDA for Captisol-enabled Promacta, and Spectrum Pharmaceuticals submitted an NDA for Captisol-enabled Melphalan. These developments sent shares higher.
    • I reiterate my bull thesis.
    • As expected, Ligand continues to enhance its growth through its royalty-based portfolio of assets.
  • Update: AmpliPhi Is Making Important Moves To Advance Its Anti-Infective Pipeline
    Dec. 26, 2014 APHB 2 Comments

    Summary

    • Earlier this week, AmpliPhi announced that a reverse split has been authorized by majority vote of current shareholders. A reverse split should take effect sometime before June 30, 2015.
    • I reiterate my bull thesis on AmpliPhi. Although it was mistimed, I remain confident that the company is positioned for future growth.
    • As expected, AmpliPhi remains on course to advance its anti-infective programs to human clinical trials in early 2015.
  • Update: In An Encouraging Development, China Biologic Products Receives GMP Certification
    Dec. 24, 2014 CBPO Comment!

    Summary

    • On Tuesday, China Biologic announced that it received GMP certification from the CFDA for its new coagulation factor production facility.
    • I reiterate my bull thesis on China Biologic.
    • The GMP certification will enable the company to expand production of a variety of its pipeline assets via a new production facility. This should improve earnings next year.
  • Update: Oragenics Pursues Strategic Alternatives For Its OTC Probiotic Business
    Dec. 23, 2014 OGEN Comment!

    Summary

    • On Monday, Oragenics announced plans to pursue strategic alternatives for its probiotic business.
    • I reiterate my bull thesis on Oragenics.
    • As expected, management has shifted all of its resources to developing the lantibiotic program.
  • Update: In A Surprise Twist, AstraZeneca Wins Accelerated FDA Approval For Lynparza
    Dec. 21, 2014 AZN Comment!

    Summary

    • On Friday, AstraZeneca announced accelerated FDA approval for Lynparza. This comes a day after the EU approved Lynparza (olaparib).
    • I reiterate my bull thesis on AstraZeneca. The company projects Lynparza to be a $2 billion-a-year seller, and the two approvals last week position the company to fulfill this projection.
    • As expected, AstraZeneca continues to enhance its growth prospects as an independent pharmaceutical company. FDA approval for Lynparza corroborates this position.
  • Update: Ligand Wins EU Approval For Duavive
    Dec. 21, 2014 LGND Comment!

    Summary

    • On Friday, Ligand's partner, Pfizer, announced the EU approval for Duavive.
    • I reiterate my bull thesis on Ligand.
    • As expected, Ligand continues to enhance its growth through its royalty-based portfolio of assets.
  • Update: AstraZeneca Wins EU Approval For Lynparza
    Dec. 19, 2014 AZN Comment!

    Summary

    • On Thursday, AstraZeneca announced that the EC has granted Marketing Authorization for Lynparza (olaparib).
    • I reiterate my bull thesis on AstraZeneca. The company projects Lynparza to be a $2 billion-a-year seller.
    • As expected, AstraZeneca continues to enhance its growth prospects as an independent pharmaceutical company. EC approval for Lynparza corroborates this position.
  • Update: AstraZeneca Wins EU Approval For Moventig
    Dec. 9, 2014 AZN Comment!

    Summary

    • On Tuesday, AstraZeneca announced the EU approval for Moventig (naloxegol) for the treatment of opioid-induced constipation in adult patients who have had an inadequate response to laxatives.
    • I reiterate my bull thesis on AstraZeneca.
    • As expected, Astra continues to enhance its growth prospects as an independent pharmaceutical company. Also, as expected, the EC aligned its decision on Moventig with the EMA.
  • Update: AstraZeneca On A Hot Streak, Announces Positive Data From The Phase 3 Study Of Brodalumab
    Nov. 27, 2014 AZN 3 Comments

    Summary

    • AstraZeneca announced yesterday positive Phase 3 data from the AMAGINE program on brodalumab.
    • I reiterate my bull thesis on AstraZeneca. The development of brodalumab represents a significant revenue opportunity.
    • As expected, Astra continues to enhance its growth prospects independent of Pfizer. Yesterday's announcement corroborates this position.