Tag Archives: biotech

Hey, Aaabbooott! ($ABT and Costello; silly)

Posted on October 25, 2011 by BioChef in Training

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 →

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No respect for RNAi ($RXII)

Posted on October 7, 2011 by BioChef in Training

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 →

Posted in How did that happen?, I don't get it, Why did they do that? | Tagged , , , , , , , , , , , , , , , , , , | 1 Comment

$MYRX, running down a dream

Posted on September 14, 2011 by BioChef in Training

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 →

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Brain fart with $TELK

Posted on September 9, 2011 by BioChef in Training

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 →

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$INHX, inhibited?

Posted on September 1, 2011 by BioChef in Training

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 →

Posted in Research | Tagged , , , , , , , , , , , , , | 2 Comments

No, I didn’t. Yes, $IDIX.

Posted on August 29, 2011 by BioChef in Training

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 →

Posted in Research | Tagged , , , , , , , , , , | 1 Comment

Value in Pharma’s Toss-Offs?

Posted on August 24, 2011 by BioChef in Training

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 →

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$SGPY…where is the Synergy?

Posted on July 4, 2011 by BioChef in Training

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 →

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$MSB.AX, no thanks. I’d rather have miso-soup

Posted on June 20, 2011 by BioChef in Training

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 →

Posted in I don't get it | Tagged , , , , , , , , , | 1 Comment

Full steam ahead for $AVEO

Posted on June 15, 2011 by BioChef in Training

$AVEO is raising cash…surprised? Not really. It was matter of necessity. I first wrote about them in an post last month and thought that a financing was coming, though I thought they would take advantage of a somewhat slower summer … Continue reading →

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