y*****l
发帖数: 5997 | 1 Stocks to Watch at JPMorgan Healthcare Conference
By David Miller Jan 07, 2011 3:00 pm
Next week investors will congregate in California to discuss the future of
the biotech industry. Companies to watch include Exelixis, Medivation, and
Dendreon.
It’s the time of year for the JPMorgan (JPM) Healthcare Conference. The
conference, which runs Monday through Thursday next week in San Francisco,
is the surest place to see everyone in biotech each year. The size of the
crowd at the conference, held at the Westin St. Francis hotel, is a decent
indicator of how hot the biotech sector is each year. This year’s crowd
will be 20% above last year's and one of the largest since I started
attending in 2003.
Our firm sets up in a suite down the street and has a steady parade of
companies through the doors. This is an excellent opportunity to catch up
with the companies we already cover, but more importantly meet new companies
to add to our coverage universe. Here’s what I’m looking forward to next
week
Exelixis (EXEL) recently released seemingly excellent Phase II data in
prostate cancer. Shortly thereafter, management announced they were focusing
the company’s assets on this program. I’ve looked at Exelixis often since
its first appearance at JPM and have always been turned off by its
spendthrift ways. This year it seems to be different. I’m excited to sit
down with management to chat about both the data and how they're focusing
their resources.
Medivation (MDVN) is one of the companies my clients are always asking about
. I’ll want to chat about MDV3100, its prostate cancer drug, as well as the
other drugs in its pipeline.
Dendreon (DNDN) got most of the big news out of the way in a conference call
this morning so they could talk with investors one-on-one without breaking
Reg FD. Their EU strategy is clear, they hit 2010 revenue numbers, and
reaffirmed 2011 guidance. Once the company announces how they will raise
money (and how much) to support the EU expansion, the stock should be in the
clear for 2011. This stock was my firm’s top pick for 2011 back in August
and is atop many “top biotech investments for 2011” lists.
Seattle Genetics (SGEN) signed a nice technology deal with Pfizer (PFE)
Thursday. There's a running argument in the biotech community whether
ImmunoGen’s (IMGN) or Seattle Genetic's antibody-drug conjugate technology
is better. Both companies can point to clinical success, but Seattle Genetic
has been leading in big-dollar deals lately. SGEN traditionally raises
money around this time of year. If they forswear doing that in their wall-to
-wall meetings with investors next week, it might make a difference to the
stock price. The company is due to file a BLA for FDA approval of
brentuximab vedotin Q1-2011. I expect approval six months later for both
Hodgkin’s Lymphoma and ALCL.
Corcept (CORT) investors were disappointed when excellent data for Corlux in
Cushing’s Syndrome was met with sell-the-news declines in the stock price.
Management needs to do the fundraising everyone expects and get it done
sooner rather than later. We’re hoping they're not shy during their
meetings with investors when pointing out why their trial design and data
are stronger than data in Cushing’s from Novartis (NVS).
PolyMedix’s (OTC:PYMX) size and OTC listing makes it largely invisible to
most investors. Its antibiotic platform is new and potentially very exciting
. 2010 saw a steady rise in interest in PolyMedix on the part of investors
until the FDA asked for more data before allowing clinical trials to start
in the US (Canadian authorities had no issues, so trials continue there). In
my chat with them, I’ll be looking to understand the impact on timelines
and making sure this type of “unexpected” outcome isn’t repeated.
BioMarin (BMRN) has been a top pick of my firm for years. We’ve been
covering it since 2004 when it was trading around $7. This orphan disease-
focused company is perennially on the likely-to-be-acquired list,
particularly given big pharma’s recent appetite for these companies. This
year, BioMarin appears to be energized to put its large cash balance ($440
million) to work advancing its pipeline.
The schedule has many other companies, but I’m most excited to meet with
these. JPM is also a chance to meet with clients -- existing and prospective
. Frankly, I also enjoy watching all my East Coast friends try to adapt to
market life on the West Coast -- up late, up early.
http://finviz.com/screener.ashx?v=341&t=EXEL,MDVN,DNDN,SGEN,COR
http://events.linkedin.com/J-P-Morgan-29th-Annual-Healthcare/pu
http://finviz.com/screener.ashx?v=141&t=OPXA,SRCL,GIVN,A,THRX,S | y*****l
发帖数: 5997 | | y*****l
发帖数: 5997 | | t*******o
发帖数: 1464 | | g*******x
发帖数: 2158 | 5 有一些，不过不知道为啥彪
【在 t*******o 的大作中提到】
: biod 彪了
| t*******o
发帖数: 1464 | 6 老总开会讲了讲timeline
我call抛早了0.25给卖了，现在0.55了。扼腕中。
谢谢昨天提到这个股的兄弟
【在 g*******x 的大作中提到】
: 有一些，不过不知道为啥彪
| b*****h
发帖数: 783 | 7 it is far away from solving the concerns of FDA,
you'd better take profit at high point.
【在 g*******x 的大作中提到】
: 有一些，不过不知道为啥彪
| t*******o
发帖数: 1464 | 8 还涨，太刺激我了。。。
【在 t*******o 的大作中提到】
: 老总开会讲了讲timeline
: 我call抛早了0.25给卖了，现在0.55了。扼腕中。
: 谢谢昨天提到这个股的兄弟
| g*******x
发帖数: 2158 | 9 已经出掉了
【在 b*****h 的大作中提到】
: it is far away from solving the concerns of FDA,
: you'd better take profit at high point.
| X*****s
发帖数: 2767 | 10 SGEN一出货就大涨，换手的股票买了就跌。
郁闷死了 | | | y*****l
发帖数: 5997 | 11 Stocks to Watch at JPMorgan Healthcare Conference
By David Miller Jan 07, 2011 3:00 pm
Next week investors will congregate in California to discuss the future of
the biotech industry. Companies to watch include Exelixis, Medivation, and
Dendreon.
It’s the time of year for the JPMorgan (JPM) Healthcare Conference. The
conference, which runs Monday through Thursday next week in San Francisco,
is the surest place to see everyone in biotech each year. The size of the
crowd at the conference, held at the Westin St. Francis hotel, is a decent
indicator of how hot the biotech sector is each year. This year’s crowd
will be 20% above last year's and one of the largest since I started
attending in 2003.
Our firm sets up in a suite down the street and has a steady parade of
companies through the doors. This is an excellent opportunity to catch up
with the companies we already cover, but more importantly meet new companies
to add to our coverage universe. Here’s what I’m looking forward to next
week
Exelixis (EXEL) recently released seemingly excellent Phase II data in
prostate cancer. Shortly thereafter, management announced they were focusing
the company’s assets on this program. I’ve looked at Exelixis often since
its first appearance at JPM and have always been turned off by its
spendthrift ways. This year it seems to be different. I’m excited to sit
down with management to chat about both the data and how they're focusing
their resources.
Medivation (MDVN) is one of the companies my clients are always asking about
. I’ll want to chat about MDV3100, its prostate cancer drug, as well as the
other drugs in its pipeline.
Dendreon (DNDN) got most of the big news out of the way in a conference call
this morning so they could talk with investors one-on-one without breaking
Reg FD. Their EU strategy is clear, they hit 2010 revenue numbers, and
reaffirmed 2011 guidance. Once the company announces how they will raise
money (and how much) to support the EU expansion, the stock should be in the
clear for 2011. This stock was my firm’s top pick for 2011 back in August
and is atop many “top biotech investments for 2011” lists.
Seattle Genetics (SGEN) signed a nice technology deal with Pfizer (PFE)
Thursday. There's a running argument in the biotech community whether
ImmunoGen’s (IMGN) or Seattle Genetic's antibody-drug conjugate technology
is better. Both companies can point to clinical success, but Seattle Genetic
has been leading in big-dollar deals lately. SGEN traditionally raises
money around this time of year. If they forswear doing that in their wall-to
-wall meetings with investors next week, it might make a difference to the
stock price. The company is due to file a BLA for FDA approval of
brentuximab vedotin Q1-2011. I expect approval six months later for both
Hodgkin’s Lymphoma and ALCL.
Corcept (CORT) investors were disappointed when excellent data for Corlux in
Cushing’s Syndrome was met with sell-the-news declines in the stock price.
Management needs to do the fundraising everyone expects and get it done
sooner rather than later. We’re hoping they're not shy during their
meetings with investors when pointing out why their trial design and data
are stronger than data in Cushing’s from Novartis (NVS).
PolyMedix’s (OTC:PYMX) size and OTC listing makes it largely invisible to
most investors. Its antibiotic platform is new and potentially very exciting
. 2010 saw a steady rise in interest in PolyMedix on the part of investors
until the FDA asked for more data before allowing clinical trials to start
in the US (Canadian authorities had no issues, so trials continue there). In
my chat with them, I’ll be looking to understand the impact on timelines
and making sure this type of “unexpected” outcome isn’t repeated.
BioMarin (BMRN) has been a top pick of my firm for years. We’ve been
covering it since 2004 when it was trading around $7. This orphan disease-
focused company is perennially on the likely-to-be-acquired list,
particularly given big pharma’s recent appetite for these companies. This
year, BioMarin appears to be energized to put its large cash balance ($440
million) to work advancing its pipeline.
The schedule has many other companies, but I’m most excited to meet with
these. JPM is also a chance to meet with clients -- existing and prospective
. Frankly, I also enjoy watching all my East Coast friends try to adapt to
market life on the West Coast -- up late, up early.
http://finviz.com/screener.ashx?v=341&t=EXEL,MDVN,DNDN,SGEN,COR
http://events.linkedin.com/J-P-Morgan-29th-Annual-Healthcare/pu
http://finviz.com/screener.ashx?v=141&t=OPXA,SRCL,GIVN,A,THRX,S | y*****l
发帖数: 5997 | | y*****l
发帖数: 5997 | | t*******o
发帖数: 1464 | | g*******x
发帖数: 2158 | 15 有一些，不过不知道为啥彪
【在 t*******o 的大作中提到】
: biod 彪了
| t*******o
发帖数: 1464 | 16 老总开会讲了讲timeline
我call抛早了0.25给卖了，现在0.55了。扼腕中。
谢谢昨天提到这个股的兄弟
【在 g*******x 的大作中提到】
: 有一些，不过不知道为啥彪
| b*****h
发帖数: 783 | 17 it is far away from solving the concerns of FDA,
you'd better take profit at high point.
【在 g*******x 的大作中提到】
: 有一些，不过不知道为啥彪
| t*******o
发帖数: 1464 | 18 还涨，太刺激我了。。。
【在 t*******o 的大作中提到】
: 老总开会讲了讲timeline
: 我call抛早了0.25给卖了，现在0.55了。扼腕中。
: 谢谢昨天提到这个股的兄弟
| g*******x
发帖数: 2158 | 19 已经出掉了
【在 b*****h 的大作中提到】
: it is far away from solving the concerns of FDA,
: you'd better take profit at high point.
| X*****s
发帖数: 2767 | 20 SGEN一出货就大涨，换手的股票买了就跌。
郁闷死了 |
|
