| Cephalon Q1 2010 Earnings Call Transcript Cephalon (CEPH)Q1 2010 Earnings CallMay 04, 2010 5:00 pm ETComplete Story » seekingalpha.com |
AstraZeneca Loses Bid on Fine AstraZeneca lost its bid to overturn an antitrust fine imposed on the pharmaceuticals company in 2005 for trying to squeeze out competition for its ulcer capsule Losec. online.wsj.com |
Jury Still Out on Exelixis's Long Term Potential Ohad Hammer submits:Exelixis (EXEL) came under a lot of pressure recently and the stock is now trading near its 52 week low following two unrelated events that took place last month. In late June, the company announced the resignation of its CEO, George Scangos, who was appointed as Biogen Idec’s (BIIB) CEO. Earlier that month, the company announced BMS (BMY) decided to give back rights for Exelixis’ flagship product, XL184. Adding to the pressure are interesting but not stellar clinical results for some of the company’s compounds at ASCO and potentially an additional partnership termination. With respect to future development of XL184, Exelixis is in a delicate position. On the one hand, it would like the drug to have an aggressive development program, which requires a large partner. On the other, it might want to wait until it generates more data, due to the bad sentiment around a compound that has been abandoned twice by two large pharmas (BMS and GSK). XL184 faces some meaningful potential value creation events in the coming 12 months, including data that could support FDA approval in a niche indication. The company will therefore have to find the optimal point in time for a licensing deal that will not slow down the development process while enabling it to increase the value of the compound.Complete Story » seekingalpha.com |
Arena Pharmaceutical's Lorqess: A Briefing Document Analysis Rockford Coscia submits:I’d like to think that my specialty is collecting and interpreting data on biotech stocks. In the case of Arena Pharmaceuticals (ARNA), the data is collected and largely interpreted – all with a nice little bow on it. So rather than try to provide a thorough and unbiased analysis – which would be nearly impossible given the mountain of data – I will just insist that you read it for yourself. If you’re making a play on this stock, long or short, you have to do this due diligence. Instead I’ll provide a few selected comments and describe how I think this will go and how I intend to play it. Gekkowire has provided an excellent analysis, given the difficulties, and I suggest you give that a look here.Complete Story » seekingalpha.com |
BioClinica Signs Enterprise Agreement for Electronic Data Capture [Business Wire] - BioClinicaâ„¢, Inc., , a leading provider of clinical trial management services, today announced that it has signed a three-year, multi-million dollar agreement for enterprise-wide EDC technology and data management services with a global, multi-billion dollar division of a Top 10 pharmaceutical company. us.rd.yahoo.com |