Biotech MoJo Risin’ with InterMune Surge

The rally in biotech is back with lots of help from InterMune (ITMN).The stock was up over 60% to 23 this am after the Company posted briefing documents for the March 9 Pulmonary-Allergy Drugs Advisory Committee(PADAC) meeting to review the NDA for pirfenidone (Esbriet) for treatment of patients with idiopathic pulmonary fibrosis(IPF). IPF is a […]

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Medivation hangover -stock stable

Despite a bunch of way-too-late analyst downgrades (JPMorgan, Roth, Hapoalim) MDVN stock is up 1%+ at $13.25 on volume of 8.8M shares. But there are two interesting articles coming out of the Medivation drama: Robert Langreth writing in Forbes offers the potential of better results on two upcoming trials and comments from Lon Schneider, an […]

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Medivation Chills Biotech Sector

Medivation (MDVN) released disappointing Phase III results for its Alzheimer drug, known as dimebon, saying that the drug was ineffective in treating cognitive decline or behavioral disorders. The stock plunged 67% to 13 as of midday trading on Wednesday. In a joint release Medivation and its partner Pfizer (PFE) said its two Phase III trials […]

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Microfluidics (MFLU.OB) Update-Turnaround intact

Microfluidics announced Year-End 2009 and Q4 results yesterday and delivered numbers pretty much according to plan. Q4 Income was $80k; Gross margin at 60% Achieved $525k EBITA for Full Year; R&D was cut to $449k for Q4 but management says no impact on new products Generated $15.7M Revenue for 2009 a 6% increase for 2008; […]

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Clinical Diagnostics Part 2: market sector poised for growth

The drive to reduce healthcare costs and perform Comparative Effectiveness Research can get support from next generation diagnostic tests. A recent article by Bill Malone in Clinical Laboratory News, February 2010 Vol.36 No.2, presents an optimistic scenario for the In Vitro Diagnostics (IVD) Market. Referencing a report from the Embargo Group of Austin,Tx, a recent […]

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Clinical Diagnostics Part 1: a sector poised for growth

Many of the issues coming out of the  healthcare reform discussion:  rising medical costs, Medicare budget, need for better clinical outcomes, push for biogenerics have  caused concern among investors and limited returns in the healthcare sector. Although M&A activity has picked up, funding for venture start-ups. equity for public companies and IPOs’ is down to […]

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Complete Genomics

Complete Genomics 2/18/10                       Molecular Diagnostics and Genomics “Powering large-scale human genome studies”. Private Company Summary Complete Genomics(CGI) provides high quality, affordable DNA sequencing for commercial- scale research of the genetic mechanisms underlying drug responses and complex diseases. Customers receive assembled sequences and variant reports […]

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ISIS and GENZ meet trial goal; ISIS stock sells off

Clinical Profile concerns spur a big sell-off : ISIS shares down 14.6% to $9.40 on volume of 10.6M shares The Mipomersen Phase 3 study in patients with Heterozygous Familial Hypochesterolemia, a genetic disorder, met its primary endpoint but investors were worried about potential side effects such as liver enzyme elevations. The trial goal was met […]

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New Coverage: genomics and diagnostics-Genomic Health(GHDX)

Genomic Health (GHDX) 2/4/10 Molecular Diagnostics and Genomics Public Company- Market Cap $482M Stock Price $16.5-17.5 Summary Genomic Health is a life science Company focused on the development and commercialization of genomic-based clinical laboratory services for cancer that allow physicians and patients to make individualized treatment decisions (Personalized Medicine, Pharmacogenomics). In 2004 Genomic Health launched […]

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Microfluidics (MFLU.OB-$0.90) -a leader in advanced nano-material processing for a variety of industries

Microfluidics (MFLU.OB-$0.90) -a leader in advanced, nano-material, processing for a variety of industries A turn-around play with value characteristics This is a “heads-up” on a special report that we will issue post-earnings within two weeks on the nanotechnology small cap Microfluidics International Corp.. The Company sells high pressure microfluidic processors that are used to create […]

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