by Rod Raynovich | Apr 29, 2010 | BIOgraph
New Treatment Category for Cancer-Autologous Cellular Immunotherapy The FDA cleared the first therapeutic vaccine for cancer with Dendreon’s Provenge (R)(Sipuleucel-T), an individualized treatment approach for advanced prostate cancer (CRPC). CRPC is...
by Rod Raynovich | Apr 27, 2010 | RAG
Missed Opportunity in Health Reform-Wellness and Prevention On Monday April 26 a panel of executives and leaders including Michael Milken, moderated by CNBC anchor Maria Bartiromo convened to discuss Health Reform in a session focused on “Prevention and...
by Rod Raynovich | Apr 21, 2010 | BIOgraph
Healthcare Reform Impact on Gilead HIV Product Sales Surprises Analysts Gilead Sciences (GILD) lowered its 2010 sales forecast to a range of $7.4-$7.5B from $7.6-$7.8B citing recently enacted healthcare legislation. Net income for the quarter ended March 31 jumped...
by Rod Raynovich | Apr 20, 2010 | RAG
Yesterday we presented an overview of the use of Biomarkers(BM’s) for predictive use in the treatment of Lung Cancer. Here are some additional summaries from the American Association for Cancer Research(AACR) meeting on Monday.Researchers from Fox Chase Cancer...
by Rod Raynovich | Apr 19, 2010 | RAG
GenomeWeb published an update (scroll down)on Helicos on Friday April 16. Full Year Revenues for fiscal 2009 were $3M and although R&D and Admin expenses were cut the Net Loss for the Year was $28M. Helicos has been working with the investment bank Thomas Weisel...
by Rod Raynovich | Apr 19, 2010 | BIOgraph
At yesterday’s AACR (American Association of Cancer Research) Meeting in Washington DC researchers presented results from the Battle Trial which is a hypothesis- driven prospective study that identifies biomarkers(BM’s) to predict tumor response and thus...
by Rod Raynovich | Apr 16, 2010 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Larger Cap Healthcare Stocks Holding Up Well The SEC charges against Goldman Sachs have taken the MO out of the market with speculative issues down considerably. As of midday trading the Dow is down 1.2%. NASDAQ down 1.5% and the S&P down 1.6%.Stocks are off their...
by Rod Raynovich | Apr 15, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Exelixis (EXEL) added as speculative buy at $3.30 on 9/2/10 Update: Portfolio rebalancing below but we are still in a bearish mode with small cap biotech. The brief rally spurred by a potential buyout rumor by Sanofi last Friday has evaporated with Biogen,Celgene...
by Rod Raynovich | Apr 5, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Quidel (QDEL) was up 7.9% yesterday to $12.13 on volume of 375k shares. This stock is now under review and is a value buy in the $12 range. Quidel bought Diagnostic Hybrids for for $131M in Q1 bringing debt to $83M. Wedbush upgraded the stock on May 27. Celera(CRA) is...
by Rod Raynovich | Apr 1, 2010 | 2024-25 Life Science Portfolios, BIOgraph
Immucor (BLUD) a global leader in providing instrument-reagent systems to the blood transfusion industry delivered more than expected financial results for the 3rd Quarter of fiscal 2010 ended February 28. Revenue of $80.5M was up 7% from prior year quarter. Gross...