Seeking Alpha's Biotech Weekly: Gilead Isn't Perfect, Biogen-Bass, Spring Fever, And More
SA Editor Mike Taylor - Seeking Alpha - Fri Apr 24, 3:00PM CDT
Every Friday, Seeking Alpha's Biotech Weekly highlights the editors' picks of the week's Seeking Alpha analysis, as well as a review of the top Breaking News stories. This week, contributors grappled with deals real and imagined, industry competition...
BIIB: 401.71 (-28.57), VRTX: 133.20 (-2.62), PRGO: 192.89 (-8.74), PFE: 35.27 (-0.09), CLDN: 13.68 (-0.26), MYL: 76.06 (+2.37), OREX: 7.36 (-0.08), JNJ: 101.08 (+0.62), NVO: 56.65 (+0.44), TNXP: 6.52 (-0.15), ALNY: 119.01 (+0.29), GILD: 103.69 (-1.52), SGEN: 37.14 (-0.36), ACHN: 10.06 (+0.06), MRK: 57.60 (+0.09), GALE: 1.45 (+0.02), JUNO: 56.66 (-1.06), SNY: 51.75 (-0.01), NBY: 0.63 (unch), XLRN: 33.29 (-0.95)
Next Week In Biotech: Gilead, Celgene Report; PDUFAs For Theravance, The Medicines Co.
SA Editor Mike Taylor - Seeking Alpha - Fri Apr 24, 8:00AM CDT
Every Friday morning, Seeking Alpha posts a calendar of the next week's expected biotech events to start a forward-looking conversation. Please be aware that dates and events can be subject to change. Please let us know in a comment or message if you...
VRX: 210.42 (+1.03), BMRN: 120.28 (-2.67), UTHR: 186.69 (-1.87), CLDX: 30.10 (+0.19), ACOR: 33.12 (-0.38), AFFX: 12.44 (-0.16), HSP: 87.61 (-0.05), OXGN: 1.48 (unch), MACK: 13.42 (-0.25), HBIO: 6.22 (+0.08), ECYT: 6.17 (-0.13), GEVA: 108.51 (+0.92), CYTR: 5.13 (-0.13), THRX: 17.92 (+0.46), FF: 11.18 (+0.03), MDXG: 9.81 (-0.39), EXEL: 3.08 (-0.02), VRTX: 133.20 (-2.62), NEO: 4.75 (-0.11), PFE: 35.27 (-0.09), INCY: 107.34 (-0.51), MYL: 76.06 (+2.37), AMGN: 167.91 (-1.26), ANIK: 38.35 (-0.32), ALKS: 62.26 (-1.19), ONTY: 1.74 (-0.05), CELG: 118.71 (+2.62), NBIX: 43.37 (-0.31), SGEN: 37.14 (-0.36), OGXI: 2.19 (+0.04), EBIO: 11.19 (+0.69), ABAX: 63.62 (+0.31), GILD: 103.69 (-1.52), GERN: 4.30 (-0.03), HAE: 43.35 (+0.74), MRK: 57.60 (+0.09), TEVA: 64.41 (+1.16), PCRX: 85.07 (+0.80)
Health of Health Care Stocks: Complementary Research on Enzon Pharmaceuticals, Durect Corporation, Vertex Pharmaceuticals, Advaxis, and Omnicare
PR Newswire - Fri Apr 24, 7:30AM CDT
Editor Note: For more information about this release, please scroll to bottom.
ENZN: 1.72 (+0.18), OCR: 86.11 (-0.20), ADXS: 23.34 (-0.27), VRTX: 133.20 (-2.62), DRRX: 2.11 (-0.46)
Why Vertex Pharmaceuticals (VRTX) Stock Might be a Great Pick - Tale of the Tape
Zacks Equity Research - Zacks Investment Research - Thu Apr 23, 7:53AM CDT
Vertex Pharmaceuticals is seeing solid earnings estimate revision activity and also has a great company from a Zacks Industry Rank perspective
VRTX: 133.20 (-2.62)
Gilead Buying Vertex? What's The Use?
Kanak Kanti De - at Seeking Alpha - Wed Apr 22, 10:39AM CDT
VRTX: 133.20 (-2.62), GILD: 103.69 (-1.52)
Stock Market News for April 22, 2015 - Market News
Zacks Equity Research - Zacks Investment Research - Wed Apr 22, 9:10AM CDT
Benchmarks finished Tuesday’s trading session mostly lower following a mixed bag of earnings reports
VRTX: 133.20 (-2.62), UTX: 116.16 (-1.10), KMB: 111.64 (-0.06), MYL: 76.06 (+2.37), AMGN: 167.91 (-1.26), XOM: 86.97 (-0.57), SLB: 91.61 (-1.44), RIG: 16.40 (-0.57), IBM: 169.78 (-0.46), EOG: 96.72 (-1.55), DD: 71.52 (+0.73), TEVA: 64.41 (+1.16), CVX: 109.87 (-0.10), REGN: 480.09 (+0.01), TRV: 103.95 (+0.47)
Gilead Sciences
at Investor's Business Daily - Tue Apr 21, 5:48PM CDT
Gilead Sciences (GILD) stock rose 4.5% after Bernstein said it should buy cystic fibrosis drugmaker Vertex (VRTX), which rose 5%.
VRTX: 133.20 (-2.62), GILD: 103.69 (-1.52)
Vertex Pharmaceuticals Set to Possibly Pullback After Yesterday's Rally of 5.30%
Comtex SmarTrend(R) - Tue Apr 21, 4:09PM CDT
Vertex Pharmaceuticals (NASDAQ:VRTX) traded in a range yesterday that spanned from a low of $127.21 to a high of $135.31. Yesterday, the shares gained 5.3%, which took the trading range above the 3-day high of $131.63 on volume of 3.1 million shares. Often times after large one-day gains, short term traders will seek to take profits and, as such, investors should be cautious.
VRTX: 133.20 (-2.62)
Dow Extends Losses; Travelers Falls After Missing Earnings Estimates
at The Street - Tue Apr 21, 2:16PM CDT
Stocks are mixed on Tuesday as disappointing earnings drag on overall markets.
HOG: 57.23 (+0.28), VRTX: 133.20 (-2.62), UTX: 116.16 (-1.10), MYL: 76.06 (+2.37), PKG: 70.00 (-0.04), UA: 82.56 (-0.70), GILD: 103.69 (-1.52), IBM: 169.78 (-0.46), DD: 71.52 (+0.73), TEVA: 64.41 (+1.16), VZ: 50.03 (-0.02), BHI: 68.09 (-0.28), TRV: 103.95 (+0.47)
Stocks Are Mixed as DuPont and Verizon Drag on the Dow
at The Street - Tue Apr 21, 10:09AM CDT
Stocks are mixed on Tuesday as disappointing earnings from several large-caps overshadow a global rally.
VRTX: 133.20 (-2.62), HOG: 57.23 (+0.28), IBM: 169.78 (-0.46), GILD: 103.69 (-1.52), UTX: 116.16 (-1.10), MYL: 76.06 (+2.37), DD: 71.52 (+0.73), TEVA: 64.41 (+1.16), VZ: 50.03 (-0.02)
Strong On High Relative Volume: Vertex Pharmaceuticals (VRTX)
at The Street - Tue Apr 21, 9:07AM CDT
Trade-Ideas LLC identified Vertex Pharmaceuticals (VRTX) as a strong on high relative volume candidate
VRTX: 133.20 (-2.62)
Gilead Should Buy Vertex Pharma for $45B Now, Analyst Says
at The Street - Tue Apr 21, 6:48AM CDT
Gilead Sciences should solve its long-term revenue cliff problem by acquiring Vertex Pharmaceuticals and its growing cystic fibrosis drug franchise for $45 billion, says Bernstein analyst Geoff Porges.
VRTX: 133.20 (-2.62), GILD: 103.69 (-1.52)
Biotech Investors Shouldn't Miss These Stocks This Earnings - Earnings ESP
Zacks Equity Research - Zacks Investment Research - Fri Apr 17, 3:53PM CDT
The biotech segment has been growing well surpassing all expectations.
BIIB: 401.71 (-28.57), VRTX: 133.20 (-2.62), AMGN: 167.91 (-1.26)
Top 50 Big Biotech Partnering and M&A Deal Trends Report 2015
M2 - Thu Apr 16, 10:40AM CDT
Research and Markets (http://www.researchandmarkets.com/research/dxqgzt/top_50_big) has announced the addition of the "Top 50 Big Biotech Partnering and M&A Deal Trends" report to their offering. The Top 50 Big Biotech Partnering and M&A Deal Trends report provides the most comprehensive and in-depth insight into the dealmaking interests and activity of the worlds leading fifty big biotech companies. Top 50 Big Biotech Partnering and M&A Deal Trends provides the user with the following key benefits: - Detailed partnering activity profiles for each of the top 50 big biotech companies - Over 300 charts showing a company's dealmaking activity since 2009, allowing quick identification potential partners - Partnering therapy focus revealed - Partnering activity since 2010 - number of deals per year - Full listing of partnering deals - Activity by deal type - Activity by industry sector - Activity by phase of development - Activity by technology type - Activity by therapeutic area - Comprehensive access to over 1,500 partnering deals as recorded at Current Agreement, together with contract documents if available - Insight into the terms included in a partnering agreement, together with real world clause examples, via contract documents - Understand the key deal terms the company has agreed in previous deals - Undertake due diligence to assess suitability of your proposed deal terms for partner companies Key Topics Covered: Chapter 1 - Introduction Chapter 2 - Big biotech top 50 dealmaking activity Chapter 3 - Top big biotech deals by value Chapter 4 - Submitting Opportunities to Big biotech Chapter 5 - Forthcoming big biotech partnering events Chapter 6 - Big Biotech Company Profiles - 30 of the 50 companies - Acorda Therapeutics - Actavis - Actelion - Alexion Pharmaceuticals - Alkermes - Allergan - Amgen - Bavarian Nordic - Biocon - Biogen Idec - BioMarin Pharmaceuticals - Celgene - CSL - Cubist - Genmab - Gilead Sciences - Isis Pharmaceuticals - Jaxx Pharmaceuticals - LFB Group - Medivation - PDL BioPharma - Pharmacyclics - Questcor Pharmaceuticals - Regeneron Pharmaceuticals - Roche - Salix Pharmaceuticals - SciClone Pharmaceuticals - Seattle Genetics - Shire - Vertex Pharmaceuticals For more information visit http://www.researchandmarkets.com/research/dxqgzt/top_50_big
BIIB: 401.71 (-28.57), VRTX: 133.20 (-2.62), SLXP: 172.96 (+0.15), AMGN: 167.91 (-1.26), ACOR: 33.12 (-0.38), ALKS: 62.26 (-1.19), PDLI: 7.02 (-0.09), AGN: 240.22 (+2.88), ISIS: 66.37 (-1.38), GILD: 103.69 (-1.52), ALXN: 180.08 (-4.50), SCLN: 8.96 (-0.13), REGN: 480.09 (+0.01), CELGZ: 2.76 (-0.12)
3 Potential Blockbuster Drugs That Could Be Approved Before Year's End
Brian Orelli, Dan Caplinger, and Todd Campbell, The Motley Fool - Motley Fool - Thu Apr 16, 7:58AM CDT
The only thing more exciting than a binary event for a drugmaker is one that could result in $1 billion or more in sales, the threshold for being called a blockbuster. We asked our team of healthcare experts to name a drug that's up for approval that...
VRTX: 133.20 (-2.62), SNY: 51.75 (-0.01), REGN: 480.09 (+0.01), NVS: 104.28 (-1.22)
Biotech Stock Roundup: Favorable Briefing Documents for MDCO's Kengreal, Alexion Soliris Label Update - Analyst Blog
Arpita Dutt - Zacks Investment Research - Wed Apr 15, 2:15PM CDT
The Medicines Co. (MDCO) was in the limelight with the company gearing up for an FDA advisory panel meeting.
BIIB: 401.71 (-28.57), VRTX: 133.20 (-2.62), GWPH: 121.00 (+0.23), MDCO: 27.41 (+0.09), ALXN: 180.08 (-4.50), TKMR: 18.75 (-0.25), AMGN: 167.91 (-1.26)
10 Largest Companies by Market Cap in Biotech
Keith Speights, The Motley Fool - Motley Fool - Sat Apr 11, 2:02PM CDT
Source: Celgene Big bucks are being made in biotech. That's clear from the sizzling performance of the industry. If five years ago you had invested $1,000 each in the current 10 biggest biotechs in terms of market cap, you would now have over...
BIIB: 401.71 (-28.57), VRTX: 133.20 (-2.62), PCYC: 256.59 (-0.51), BMRN: 120.28 (-2.67), GILD: 103.69 (-1.52), INCY: 107.34 (-0.51), ALXN: 180.08 (-4.50), AMGN: 167.91 (-1.26), ABBV: 66.07 (+1.82), REGN: 480.09 (+0.01), CELG: 118.71 (+2.62)
Shares of AmerisourceBergen Rank the Highest in Terms of EBITDA Growth in the Health Care Distributors Industry (ABC, PMC, OMI, MCK, CAH)
Comtex SmarTrend(R) - Sat Apr 11, 8:49AM CDT
Below are the three companies in the Health Care Distributors industry with the highest EBITDA Growth (next year estimate vs. LTM). EBITDA Growth can be valuable in predicting future cash flow generation and earnings power. AmerisourceBergen ranks highest with a EBITDA growth of 204.7%. PharMerica is next with a EBITDA growth of 107.9%. Owens & Minor ranks third highest with a EBITDA growth of 36.2%.
VRTX: 133.20 (-2.62)
Why Investors Shouldn't Worry About Explosive New Drug Pricing: Maxim's Jason Kolbert
Life Sciences Report - Seeking Alpha - Thu Apr 09, 4:59PM CDT
It's the daring Phase 2-stage molecules of today that will bring patients a generation of biotech drugs that could cure certain deadly diseases tomorrow. The candidates that succeed will also energize the portfolios of investors who have exercised...
PSTI: 2.82 (-0.05), NBS: 2.91 (-0.14), OSIR: 16.33 (-0.26), BCLI: 4.14 (+0.02), MDVN: 131.01 (-1.50), INO: 10.35 (-0.25), CYTX: 0.99 (+0.01), STEM: 0.61 (-0.21), JUNO: 56.66 (-1.06), ATHX: 1.29 (-0.03), CUR: 1.94 (-0.06), BLUE: 136.26 (-3.82), VRTX: 133.20 (-2.62), AMGN: 167.91 (-1.26), KERX: 11.41 (-0.32), OMER: 24.32 (-0.35), KITE: 60.58 (-0.35), GILD: 103.69 (-1.52), MRK: 57.60 (+0.09), TEVA: 64.41 (+1.16)