-
Recent Posts
Archives
Categories
Meta
Tag Archives: strategy
(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
Leave a comment
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
1 Comment
$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
Leave a comment
Sell in May, and go away?
While some investors might heed the “Sell in May, and go away” mantra, if you’re a little guy looking for ideas in biotech, going away in June is probably more realistic. Better for me, as it coincides with the end … Continue reading