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Tag Archives: biotech
(Veloci)Raptor’s Rapture
Look. It’s done. Indeed. Believe it or not, this is the second post of the year…and within 10 days of the first. Twice 2012’s output already. More shocking than ODAC’s resounding rejection of $AVEO’s tivozanib on today! —————————————————————————————————————————- I wanted … Continue reading
Posted in I don't get it, Orphan, Pricing, Update
Tagged $ALXN, $RPTP, biotech, DR cyteamine, ERT, pricing, Procysbi, Soliris, strategy
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What’s for dinner?
Alas, I have not contributed many posts this year and I appreciate the follows and comments. I’ve switched gears a bit and have found myself in a situation where blogging on a company or a drug could be considered a … Continue reading
Posted in Drug development
Tagged $HGSI, Benlysta, biotech, Colcrys, M&A, Makena, Takeda
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Getting ready to go Fishin’
[Off point today. Just thinking aloud as I re-assess my reasons for playing in the biotech space, Part I]. When looking for an opportunity, I hope to find a name that has the potential to generate excitement (and hopefully, returns) … Continue reading
No, the Broncos did not have gout, but they sure looked slow and in pain against the Pats
(Ack. Wrote this on Friday, and completely forget to post) Here we go – I can’t compete with all the goodies the came out from the JPM Healthcare Conference, but here’s Part II of my six-month update from June. No, … Continue reading
Kicking off the New Year – in June
That was one fast December. It seems like just yesterday that I reviewed my November notes, and boom, here we are, at the end of the first week of January. I expect to be back posting regularly…uh, maybe after the … Continue reading
Posted in Update
Tagged $RPTP, $UGNE, biotech, calcitonin, Cystinosis, oral, PTH, re-repurpose
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Thoughts, six months later
Whoa, what happened out in UC-Davis? Pepper spraying students protesting peacefully? Not right. OK, back to some fun. A half-year. Six-months. 184 days. More grey hairs. This has been a fun experiment. Once a week (or so), I jot down … Continue reading
Bittersweet hESCs, $GERN
Bittersweet to see Geron ($GERN) drop their embryonic stem cell (ESC) program. On one hand, the science is pretty cool and much has been learned with $GERN leading the way. But, on the other, the bar for safety and efficacy … Continue reading
Posted in Uncategorized
Tagged $GERN, biotech, embryonic stem cells, Geron, hESC, strategy
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Don’t feel like chicken? ($NVAX)
We wrap up an interesting week with thanks to all the veterans for their dedication and service. No where better to live than here in the US. And an interesting week it has been. While earnings continue to be reported, … Continue reading
No, not inhibited ($INHX)
This why biotech is fun. Beginning yesterday and continuing through the weekend, many investors’ eyes will be focused on The Liver Meeting, being held in San Francisco, with the latest advances in liver disease being shared and discussed. The first … Continue reading
Posted in Research, Update
Tagged $IDIX, $INHX, $VRUS, biotech, DAA, HCV, Idenix, Inhibitex, NS5b, Pharmasset, polymerase inhibitor
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Biotech catch-phrases? ($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
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