5 Winners of ASH 2011
The annual meeting of the American Society of Hematology (ASH) was concluded last week and provided investors a peek into the future of blood cancer treatment. Below are 5 companies that presented...
View ArticleBiotech Stocks to watch in 2012
Exelixis – More than a prostate cancer drug Exelixis (EXEL) is starting to recuperate after last year’s clash with the FDA regarding a registration trial for its lead agent, cabozantinib (cabo), in...
View ArticleDrugs to watch at ASCO 2012
Below is a list of drugs and companies which will have meaningful data at this year’s annual meeting of American Society of Clinical Oncology (ASCO). As I will be attending this year’s conference, I...
View ArticleWinners of ASCO 2012
BMS’ PD-1 antibody – As good as it gets The biggest news at this year’s ASCO came from BMS’ (BMY) PD-1 antibody, BMS-936558. This antibody belongs to a new class of antibodies that stimulate...
View ArticleSeattle Genetics – Positive read-through from Roche’s investor day
Roche’s investor day, held last week, gave Seattle Genetics’ (SGEN) investors reasons for optimism. Roche has 9 antibody drug conjugates (ADC) in clinical testing: T-DM1, powered by Immunogen’s (IMGN)...
View ArticleTop picks for ASH 2012
The American Society of Hematology’s (ASH) annual meeting is the most important event in the field of hematology. Although blood cancers represent the minority of cancer cases, the field is garnering...
View ArticleBiotech portfolio update – 2012 summary and 2013 outlook
In the last post of the year, I will try to provide a status update as well as key 2013 milestones for the stocks in our portfolio. I would like to use this opportunity to wish everybody happy...
View ArticleMajor trends in cancer drug development – Notes from TAT 2013
Earlier this month, I attended the TAT (Targeted anticancer therapies) congress in Paris. This conference focuses exclusively on targeted therapies for cancer, one of the most active areas in drug...
View ArticleDrugs to watch at ASCO 2013
Below is a recap of interesting data expected to be presented at the Annual meeting of The American Society of Clinical Oncology (ASCO). This year’s meeting will have a strong focus on immunotherapy...
View Article2 affordable biotech IPOs – Ambit and Esperion
2013 will be remembered as one of the strongest years for biotech IPOs, with over 30 successful offerings year to date. A lot has been written on the biotech IPO boom and what will be the long term...
View ArticleTop picks for ASH 2013
The annual ASH (American society of hematology) meeting will take place next month in New Orleans. Based on the abstracts that were released 2 weeks ago, it seems that after 2 phenomenal years of...
View ArticleDrugs to watch at ASCO 2014
Below is my ASCO 2014 preview (better late than never…). I tried to make this recap as comprehensive as possible but it is practically impossible to cover all the interesting stuff (let me know if I...
View ArticleThe AML pipeline – New approaches starting to bear fruit
AML (Acute myeloid leukemia) remains one of the few blood cancers in which no progress has been made for decades. This is in contrast to other blood cancers where novel treatments have turned fatal...
View ArticleBiotech portfolio update – Three readouts and an acquisition
There was a lot of activity in my coverage universe in the last two weeks, including positive data readouts for three companies and an acquisition announcement. However, of the four cases, only two...
View ArticleBiotech portfolio update – 2014 summary and 2015 preview
Below is my traditional end of the year summary and a recap of catalysts for 2015. As always, I did my best to cover the most important events, let me know if I missed anything… I would like to use...
View ArticleWill 2015 mark the turnaround for antibody-drug conjugates?
Back in 2010, ADCs were the hottest theme in oncology with the potential to revolutionize cancer treatment. The excitement was based on promising results for Adcetris (Seattle Genetics [SGEN]) and...
View ArticleBiotech portfolio updates – Thoughts on ongoing correction and upcoming...
The biotech sector is having a brutal summer, with major indices (IBB, FBT, XBI) down 15-20% from their July highs. Even after this decline, valuations for most biotech stocks are still rich and need...
View ArticleNotes from ASCO 2016
Although this year’s ASCO contained a limited amount of groundbreaking data, it provided some interesting take-aways and signaled important trends in oncology drug development. Below is my take on a...
View ArticleBiotech portfolio updates – ESMO 2016, Exelixis, Abeona, Esperion and Seattle...
After a two-month break here is a recap of key highlights from the September/October time frame. On the menu today: PD-1 controversies at ESMO 2016, Exelixis’ (EXEL) launch in renal cancer, gene...
View ArticleNotes from ASCO 2017 – another year of stagnation
This year’s ASCO marks a second year in a row of relatively uneventful meetings, with very few groundbreaking or practice-changing data. Just like last year’s meeting, there were too many “me too”...
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