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Author Archives: BioChef in Training
Biotech catch-phrases? ($LXRX, $INFI, $ALNY)
Feeling a bit silly again. Hard not to during earnings season, right? I was just thinking – why do people seem to complain about the cost of healthcare. There’s rarely extra money for useful things like like prescription drugs, hospitals, … Continue reading
Hey, Aaabbooott! ($ABT and Costello; silly)
With Abbott ($ABT) spinning off its pharmaceutical division, I’m looking forward to see what the clever marketing folks come up with as the new name for the Humira heavy entity. Back in 2004, they split off their hospital-based business and … Continue reading
No respect for RNAi ($RXII)
RNAi must feel like Rodney Dangerfield – it gets no respect. Back in 1998, RNAi was hot. It was so hot that just 8 years later, Andrew Fire and Craig Mello, received the Nobel Prize in Physiology or Medicine for … Continue reading
$MYRX, running down a dream
What should you do when biotech companies trade below cash and have early stage assets in development? While each case is unique (e.g. did it crash after a failed trial or did investors not approve of a reverse merge into … Continue reading
Posted in Uncategorized
Tagged $INFI, $KOSN, $MYRX, $SNTA, biotech, enterprise value, gantespib, HSP90, Infinity, Kosan, MPC-0767, MPC-3100, Myrexis, Negative EV, STA-9090, strategy, Synta
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Brain fart with $TELK
What the heck was I thinking last year? $TELK? (palm to face) No thinking at all obviously. There was no fundamental reason for putting any money into $TELK. Of course, I could try to convince myself that it was undervalued … Continue reading
Posted in What did I do - lessons
Tagged $TELK, biotech, lenalidomide, lesson, MDS, oncology, revlimid, telcyta, telintra
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$INHX, inhibited?
So, what do you do if you want to get some exposure in the hot HCV space? A space where competition is steep and filled with big-time players such as Roche, JNJ (Tibotec), Bristol-Myers, Merck, Boehringer, and even Pharmasset at … Continue reading
No, I didn’t. Yes, $IDIX.
A little late to the story, but what a ride for $IDIX over the course of the year. Source: Yahoo! Finance, 08-29-11 About this time last year, $IDIX was a $437 MM market cap company (c.73M shares outstanding x $5.99/share, … Continue reading
Value in Pharma’s Toss-Offs?
Dear BioChef…it has been several weeks since my last post with the intervening time filled with excitement, betrayal, and reflection. OK, that was a little therapeutic, and today is a new day. No posts about any specific stock(s) today, not … Continue reading
$SGPY…where is the Synergy?
First: Happy Birthday to Home Sweet Home, the US of A! I thought it would be fun to take a look at Synergy Pharmaceuticals ($SGYP) to see how they could represent the intent of its namesake. By definition, synergy is … Continue reading
Posted in Up and Down
Tagged $FRX, $IRWS, $MOVE, $SHPGY, $SLXP, $TYZM, biotech, c-IBS, CIC, constipation, GI
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$MSB.AX, no thanks. I’d rather have miso-soup
I wasn’t planning to post another stem cell article so soon after my quick peak into the neural stem cell space, but when I saw that Mesoblast ($MSB.AX), an Aussie-based stem cell company, had a market cap of A$2.4B, or … Continue reading
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