(Note: the following text is an Executive Summary from our new 150-page report titled “Cancer Vaccine Therapies: Failures and Future Opportunities”) Since the early 1990s, cancer immunotherapy has provided hope to patients, physicians, and investors as a new treatment modality with limited side effects and superior efficacy. Cancer immunotherapy broadly includes passive immunization, active...
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Posts Tagged ‘ BIIB ’
Cancer Vaccine Therapies: Failures and Future Opportunities
2009: Biotech’s Stealth Small Cap Rally
On the heels of the Dow Jones Industrial Average (DJIA) logging its worst annual performance since 1931 and the NASDAQ Composite (COMP) having its worst year since inception in 1971, it may have seemed counter intuitive to provide a bullish outlook for the biotechnology industry in 2009. Nonetheless, at the start of the year...
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Ache-free Investment Opportunities in Neuropathic Pain
In the United States, up to 50 million people live with chronic pain, with the majority of these patients not satisfied with their current pain treatments. Pain is defined clinically as an unpleasant emotional experience resulting from real or potential tissue damage and is generally divided into two categories based on cause: Nociceptive pain,...
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Bayer’s Bold New Bet Fails to Rain on Spectrum Pharmaceuticals
Despite recent progress and the availability of novel therapies, radiation is still an effective tool in the war against cancer – as it has been for more than a century. The original and still predominant mode of administration is via external methods wherein a radiation source is directed at the intended target or region....
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Three Recent Biotechnology Activist Wins by Carl Icahn
Although a controversial topic, activist hedge funds and private equity firms typically use a small equity stake in an underperforming company to put public pressure on its management and board of directors with the goal of increasing stakeholder value through cost cutting, changes in corporate strategy or management, capital restructuring, asset divestiture and other...
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Where Might Genentech Investors Redeploy $47 Billion?
Following a spate of high profile clinical setbacks and regulatory delays that sent the sector into a tailspin during the final week of February 2009 (see prior column), investors shrugged off further disappointing clinical news as merger and acquisition activity helped biotechnology stocks stage a partial recovery last week. The NASDAQ Biotech Index (NBI)...
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