Company Overview and News
In my previous series, I had explained at length my hypothesis for believing in the blockbuster potential of Cabometyx and its implications for Exelixis. While the drug has not yet hit the $1.0 billion revenue mark, it is rapidly inching closer to this goal. And Exelixis has already become a profitable commercial organization, thanks to rapid uptake of Cabometyx in second line renal cell carcinoma or RCC indication. (182-0)
Shares have finished flat since my initial article but I remain positive on the near to medium term outlook for this stock. (1-0)
Novavax shares have spiked this month; the rise has been driven principally by the expectation of topline data from NVAX’s NanoFlu flu vaccine trial. (107-3)
Alnylam Pharmaceuticals, Inc. (ALNY - Free Report) announced that the FDA has granted Breakthrough Therapy Designation for lead candidate, patisiran. The candidate is an investigational RNAi therapeutic targeting transthyretin (TTR) for the treatment adults with hereditary ATTR (hATTR) amyloidosis with polyneuropathy. (24-1)
The following slide deck was published by Sanofi in conjunction with their 2017 Q3 earnings call.
One reported positive though not fully complete outcomes data on Tecentriq, with global filings in first-line metastataic lung cancer expected based on the data. (54-0)
Alnylam begins NDA process of patisiran with first part of rolling submission sent to the FDA. (5-0)
Sanofi SA (NYSE:SNY) is a $113.0 billion in market value member of the Pharmaceuticals GICS industry group where the ranking for SNY by Portfolio Grader places it 39 among the 132 companies in this industry group, putting it in the second quartile. SNY is ranked in the top half of the sector with a ranking of 273 among the 782 companies in the sector and number 1,725 in the 5000 company Portfolio Grader company universe.
Alnylam Pharmaceuticals, Inc. (ALNY - Free Report) announced that it has initiated submission of a rolling New Drug Application (NDA) to the FDA for lead candidate patisiran. The candidate is an investigational RNAi therapeutic targeting transthyretin (TTR) for the treatment of hereditary ATTR (hATTR) amyloidosis. The rolling submission allows completed portions of an NDA to be reviewed by the FDA on an ongoing basis. (49-0)
This abridged “Daily Scoop” is published by Avisol Capital Partners, which runs the physician-managed Total Pharma Tracker healthcare investment research service on Seeking Alpha Marketplace. (381-5)
Shares of Alnylam Pharmaceuticals, Inc. (ALNY - Free Report) have soared 236.4% year to date compared with the industry’s gain of 0.2%. Here we analyze the factors that led to the rally. (59-0)
Emergent is an underrated $1.6-billion market cap biotech company that operates in the niche infectious disease market. (1-0)
The market has been disappointed by the performance of the Diabetes franchise and by the downgrade of their long term guidance for this franchise.
Berkshire Hathaway increased Apple, Monsanto, and Synchrony Financial while reducing International Business Machines and Charter Communications. (573-4)
The overall demand for new innovative medical products and services has continued to rise due to an ageing population. This increase in demand for new drugs, therapies, and medical instruments is expected to be a long term growth driver for the Healthcare sector. Innovations by medical devices companies, drug makers, and improvements in new technology have been the driving force behind the Healthcare sector over the past several quarters. (220-0)
2017-10-28 - Wilton
2017-10-25 - Wilton
2017-10-10 - Wilton
2017-10-09 - Wilton
2017-08-25 - Wilton