| Biovest Meets Skeptic's Requirements for 'The Next Dendreon' (Part 1) James Hill, MD submits: Minyanville’s biotech analyst David Miller may not recognize it, but Biovest International (BVTI.PK) appears to meet his qualifications for the next big success story in cancer vaccines. Following the FDA’s April 2010 landmark approval of Dendreon’s (DNDN) Provenge as the first active vaccine for cancer, enthusiasm runs high for other immunotherapy companies to find similar success. But Miller appropriately urges caution.Complete Story » seekingalpha.com |
Theravance Inc Q2 2010 Earnings Call Transcript Theravance Inc (THRX)Q2 2010 Earnings CallApril 21, 2010 5:00 pm ETComplete Story » seekingalpha.com |
Vertex: At the Finish Line for a Hepatitis C Cure Prohost Biotech submits:When an investigational drug proves it can eradicate a virus we call it a breakthrough. The nearest to approval of the expected breakthroughs is Vertex’s (VRTX) drug telaprevir, a specific hepatitis C virus protease inhibitor. The drug was a blessing for the infected victims who had it in clinical trials. It brought a miracle happy ending to what seemed to be an endless nightmare of acute liver inflammation, chronic liver inflammation, liver cirrhosis, liver transplant and possible liver cancer. We expected telaprevir to be greeted positively by the government and insurance companies, which spend tons of money on the HCV liver problems where treatments that do not work are, nevertheless, paid for.More than anybody else, we expected they would cheer the news about the successful outcome of telaprevir in clearing the virus in large clinical trials. We were confident that they will not overlook Vertex's drug importance, its huge market and the fact that it is expected to be the first approved protease inhibitor, i.e., the first approved drug to that deals with the virus itself, not only its symptoms. We thought they would rush to buy VRTX as undervalued as it is and as it has constantly been for the past three years. Surprisingly enough, investors seemed uninterested in the $10 B market and, instead of buying the stock, they kept trading up and down, but to the negative side. The reason, as we see it, is that investors believe that the real influence on stock pricing comes not from the firms’ good news, or expected huge revenues and sales growth, but from emperors who dictate the prices of the publicly-traded firms. Complete Story » seekingalpha.com |
High-Strength Saline Fails in Brain Therapy A treatment paramedics use for brain injuries was found ineffective, the latest therapy for such traumas to fail. online.wsj.com |
Amarin's Potential Blockbuster in the Making M.E. Garza submits: By Patrick Crutcher Amarin Corp. (NASDAQ:AMRN) has a potential blockbuster in the making with AMR101 and volume has really started to pick up. Many investors are getting in early on this clinical trials catalyst. Why? Because AMR101 has Lovaza-like potential with limited downside.Complete Story » seekingalpha.com |