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Every Victory–BiotecHOPE

May 23, 2021 2:00 PM ETAbbVie Inc. (ABBV), AMGN, AZN, BGNE, BLUE, BMY, BNTX, JNJ, LLY, MRK, PFE
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  • the virus impact on Latin America, Brazil, India, Nepal, and many other countries brings such devastating and depressing news that it is difficult to feel upbeat about any biotech victories.
  • In the time of many medical advances the bitcoin “Crypto” issue is irrelevant.
  • I have been adding long positions in (MRK)(GILD)(AMGN)(JNJ)(ABBV)(AZN)(LLY) since September 2020.
  • upbeat biotech/medical news is still not enough to counter the ongoing politico attacks against the biotech and bio-pharma community.
  • “We will lift our eyes, we won't fear the fight"

Every Victory – BiotecHOPE™

I was originally going to blog about “Every Victory” about a month ago except the virus impact on Latin America, Brazil, India, Nepal, and many other countries brings such devastating and depressing news that it is difficult to feel upbeat about any biotech victories. The virus and vaccine news in America and some Euro countries has been positive, but the news from lesser developed countries has been horrible.  I keep track of the virus here at www.biotechSTORM.com the latest page is here = seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech 

How India’s Covid Crisis Got Out of Control | WSJ  •May 19, 2021

Scientists call for new probe into Covid-19 origins, with or without China

Bitcoin Drama

I have no idea if Bitcoin will succeed or fail in the next 10-20 years, or if governments will want to control or restrict it or stop it. It is however one of the many media battles that distorts and supersedes successful investments that are occurring in the markets. Bitcoin is taking a lot of the air out of the business discussion room. From my perspective, it is a debate among those wealthy enough to have "risk money" to “play” this game. The volatility of Bitcoin and all the other “crypto-currencies” make it a highly speculative investment for most investors. I have no position in any bitcoin companies or ETF’s. If “Crypto” can succeed and be a useful tool/currency for investments so be it.

Editorial | China moves to take a clear-sighted approach to cryptocurrencies

"While other governments have been dithering and taking a wait-and-see approach, Beijing has charted a course for financial stability, a sovereign digital currency and environmental protection." 

However, right now, today, these past few weeks, biotech/bio-pharma and medtech companies are making significant gains to improve and prolong lives, all lives. “Every Victory” they achieve brings meaningful differences to us all no matter your race, color, religion, gender, sexual orientation or country of origin or position on bitcoin. In the time of many medical advances the bitcoin “Crypto” issue is irrelevant.  

BiotecHOPE™ BiotecMAX™ BiotecWARS™ BiotecNOVA™

We may be divided as a nation on many things and in many areas, nevertheless progress can be made, is being made on things that can improve life for us all regardless of all these disagreements. Many of these differences will remain for generations and will take a long time to resolve. The differences all make for great political banter and dominate TV news discussions but currently many of these things, these cultural differences have little impact on people’s everyday lives, or even within the next 10 years. Moreover, the ongoing political divide in America is also not as relevant to real American prosperity. This ongoing battle gets way too much air-time and does not really change/impact medical advancements and or biotech success stories. They are succeeding regardless and indifferent to the ongoing hostile political landscape. I keep track of many biotech success stories and the biotech battles at these sections of my site;

  1. BiotecMAX™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
  2. BiotecHOPE™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
  3. BiotecNOVA™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech 
  4. BiotecWARS™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech
  5. BiotechVortex™ seeking biotech alpha is biotecMAX 生物技术最大 5/23/2021 the heart of biotech

As I mentioned in a prior blog, 2020 will go down as the worst year for biotech-biopharma companies in terms of public relations in America = during all of 2020, and all during this pandemic, the www.biotechSTORM.com of 2020 and into 2021 biotech companies were all targeted as villains by almost all politicos, both sides. Not one product success story was enough to counter all the political negativity. And these positive and encouraging biotech news stories can barely gain good press as other more drama based issues dominate the news. As such, upbeat biotech/medical news is still not enough to counter the ongoing politico attacks against the biotech and bio-pharma community.

Why Political Sectarianism Is a Growing Threat to American Democracy

Shares of major drug makers in focus as House holds hearings on drug pricing bill 

Analysis | The Health 202: House Democrats are pushing forward their drug pricing bill again

Abbvie CEO Richard Gonzalez to testify before House committee in drug pricing probe

Chairwoman Maloney Announces Oversight Committee Hearing with AbbVie CEO

Pfizer's announcement below, via IDA Ireland, sends a clear message to all American politicos. 

Pfizer's announcement it is to manufacture Covid-19 vaccine drug substance in Ireland - Welcome Statement

04.19.2021 - Pfizer and BioNTech to Supply the European Union with 100 Million Additional Doses of COMIRNATY®

A more recent example is the ongoing debate over Intellectual Property “IP” rights of vaccine makers as it is certainly portrayed as a political issue and a political divide. Although the debate may make for good TV, in the end no matter which way the “IP” issues go it does not impact the real problems that poorer countries have in gaining access to Covid-19 vaccines or getting it to their populations. The challenging production, distribution, organization of sourcing ingredient supplies, maintaining quality controls and required safety controls in shipments are the real obstacles for all these countries. The “IP” issue is not the real issue, but here again it makes for great political TV drama. Reverse engineering of new products is not a new or difficult concept for savvy competitive biotech engineers, the real production quality control product development process issues are seriously challenging and a limiting factor in making great and effective products. And, even after the “IP’ issue, (no matter the outcome) the real question will remain – how does America assist poorer countries in gaining access to a vaccine?

The Biden administration, joining with other world leaders, came out in favor of waiving intellectual property protections for coronavirus vaccines.

U.S. backs waiving patent protections for Covid vaccines, citing global health crisis

Pressure mounting on Biden administration to waive COVID-19 vaccine patents

Opinion | Biden's Vaccine Patent

Theft Open Letter: Former Heads of State and Nobel Laureates Call on President Biden To Waive...

BiotecMax™ - Victories

All during the last April and May of 2021 there have been many biotech success stories.  Highlighted below are just a few; 

Bristol Myers Squibb Receives Positive CHMP Opinion Recommending Opdivo (nivolumab) plus Yervoy (ipilimumab) for Treatment of Mismatch Repair Deficient or Microsatellite Instability-High Metastatic Colorectal Cancer After Prior Chemotherapy

Bristol Myers Squibb Announces LAG-3-Blocking Antibody Relatlimab and Nivolumab Fixed-Dose Combination Significantly Improves Progression-Free Survival vs. Opdivo (nivolumab) in Patients with Previously Untreated Metastatic or Unresectable Melanoma

Six-and-a-Half-Year Outcomes for Opdivo (nivolumab) in Combination with Yervoy (ipilimumab) Continue to Demonstrate Durable Long-Term Survival Benefits in Patients with Advanced Melanoma

Bristol Myers Squibb Receives Positive CHMP Opinion Recommending Approval for Opdivo (nivolumab) Plus Yervoy (ipilimumab) as First-Line Treatment for Unresectable Malignant Pleural Mesothelioma  

OPDIVO® (nivolumab)

How Combination Therapy Works | OPDIVO® (nivolumab) + YERVOY® (ipilimumab)

Merck Announces Phase 3 KEYNOTE-522 Trial Met Dual Primary Endpoint of Event-Free Survival (EFS) in Patients With High-Risk Early-Stage Triple-Negative Breast Cancer (TNBC) - Merck.com

FDA Approves Merck's KEYTRUDA® (pembrolizumab) Combined With Trastuzumab and Chemotherapy as First-line Treatment in Locally Advanced Unresectable or Metastatic HER2-Positive Gastric or Gastroesophageal Junction Adenocarcinoma - Merck.com  

KEYTRUDA® (pembrolizumab)

IMBRUVICA® (ibrutinib)-Based Combination Regimen as a Fixed-Duration, First-Line Treatment for Chronic Lymphocytic Leukemia Demonstrates High Rates of Disease Control

Patient Resources & Information for IMBRUVICA® (ibrutinib)

Pivotal Data at ATS 2021 Show Dupixent® (dupilumab) Significantly Reduced Asthma Attacks and Improved Lung Function in Children | Regeneron Pharmaceuticals Inc.  

Take Action With DUPIXENT® (dupilumab)

Farxiga approved in the US for the treatment of chronic kidney disease in patients at risk of progression with and without type-2 diabetes 

Medication for Adults | Type 2 Diabetes | Heart Failure | CKD | FARXIGA® (dapagliflozin)

Astellas' XTANDI™ (enzalutamide) Approved by European Commission for Men with Metastatic Hormone-Sensitive Prostate Cancer 

Advanced Prostate Cancer Treatment | XTANDI® (enzalutamide) Safety Info

Positive Phase 3 Libtayo® (cemiplimab) Results in Advanced Cervical Cancer Presented at ESMO Virtual Plenary | Regeneron Pharmaceuticals Inc.  

LIBTAYO: Official Patient Website

Merck and Eisai Receive Priority Review From FDA for KEYTRUDA® (pembrolizumab) Plus LENVIMA® (lenvatinib) Applications for Advanced Renal Cell Carcinoma and for Advanced Endometrial Carcinoma - Merck.com

KEYTRUDA® (pembrolizumab)

LENVIMA® (lenvatinib) capsules | HCP Website

bluebird bio Receives Positive CHMP Opinion for SKYSONA™ (elivaldogene autotemcel, Lenti-D™) Gene Therapy for Patients Less Than 18 Years of Age with Early Cerebral Adrenoleukodystrophy (CALD) | bluebird bio, Inc.

Halozyme Announces Janssen Receives Two Positive CHMP Opinions for DARZALEX® (daratumumab) Subcutaneous Formulation Utilizing ENHANZE®

RYBREVANTTM (amivantamab-vmjw) Receives FDA Approval as the First Targeted Treatment for Patients with Non-Small Cell Lung Cancer with EGFR Exon 20 Insertion Mutations | Johnson & Johnson  


DARZALEX FASPRO™ (daratumumab and hyaluronidase-fihj) & DARZALEX® (daratumumab) 

BeiGene Announces Positive Topline Results from Phase 3 Trial of Tislelizumab in Combination with Chemotherapy as First-Line Treatment for Recurrent or Metastatic Nasopharyngeal Cancer | BeiGene LTD

BeiGene | Developing the Next Generation of Cancer Treatments

BeiGene Announces U.S. FDA Acceptance and Priority Review of Supplemental New Drug Application for BRUKINSA® (Zanubrutinib) in Marginal Zone Lymphoma | BeiGene LTD  

BRUKINSA® (zanubrutinib) BTK Inhibitor 

Myovant Sciences Receives Positive CHMP Opinion for RYEQO® (Relugolix Combination Tablet) for the Treatment of Women With Uterine Fibroids | Myovant Sciences Ltd.  

ORGOVYX is now available.

Lilly's tirzepatide achieves all primary and key secondary study outcomes against insulin glargine in adults with type 2 diabetes and increased cardiovascular risk in SURPASS-4 trial | Eli Lilly and Company  

U.S. FDA Accepts Regulatory Submission for Sintilimab in Combination with Pemetrexed and Platinum Chemotherapy for the First-Line Treatment of People with Nonsquamous Non-Small Cell Lung Cancer

Bristol Myers Squibb Presents Late-Breaking Phase 3 Data Demonstrating Health Status Benefits of Mavacamten in Patients with Obstructive Hypertrophic Cardiomyopathy at American College of Cardiology's 70th Annual Scientific Session  

Phase 3 Data Presented at ATS 2021 Show REGEN-COV™ (casirivimab with imdevimab) Reduced Risk of Hospitalization or Death by 70% in Non-hospitalized COVID-19 Patients | Regeneron Pharmaceuticals Inc.

Regeneron's COVID-19 Response Efforts

Acceleron Presents Preliminary Data from the SPECTRA Phase 2 Trial of Sotatercept in Pulmonary Arterial Hypertension (PAH) at the American Thoracic Society 2021 International Conference


“We will lift our eyes, we won't fear the fight"

Every Victory (feat. Danny Gokey) // The Belonging Co

Premiered Feb 5, 2021


I have been adding long positions in (MRK)(GILD)(AMGN)(JNJ)(ABBV)(AZN)(LLY) since September 2020 to the "SeekingBiotechAlpha" portfolio and for now will continue to do so; seekingbiotechalpha.com | danwatson888's Portfolio on GuruFocus.com

Today May 23, 2021 I remain 100% invested in companies that develop products that improve, prolong and save lives. “We will lift our eyes, we won't fear the fight" 

Disclosure: I am/we are long the following companies (GILD) (AMGN) (JNJ) (ABBV) (BMY) (AZN) (MRK) (LLY) (PFE) (XLRN) as of 5/23/2021. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

I am considering/reviewing adding the following to the "SeekingBiotechAlpha" portfolio (MRNA) (AMRN) (VIR) (ISRG) (MDT) (OTCQX:RHHBY) (TMO) (BNTX) (IMMU) (GSK) (SNY) (BGNE) (OTCPK:WXXWY) (ABT) (NVS) (ABMD) (SGEN) (NVO) (DXCM) (BMRN) (GLPG) (EXEL) (RARE) (BLUE) (XLRN) (KPTI) (VIR)  

seekingbiotechalpha.com | danwatson888's Portfolio on GuruFocus.com

Respectfully submitted to Seeking Alpha on 5/23/2021.


Dan Watson

Thank you for visiting.














Analyst's Disclosure: I am/we are long JNJ, AMGN, ABBV, AZN, LLY, PFE, BMY, GILD, XLRN, MRK.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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