Tuesday, January 10, 2017

Clear Demographic Shift Underway & Baby Boomers need Biotechs!

Baby Boomers are already retiring and in 15 years the vast majority will have left the workforce.

What happens as the boomers age? Cancer, strokes, arthritis etc, etc. You get the picture, the biotechs will be counted on a mass scale like never before to treat various forms of diseases.
It will be the old story again "Supply vs. Demand", the politicians can scream all they want about pricing because at the end of the day it will be decided by the Market Demand.

See link for full article: http://money.usnews.com/investing/slideshows/7-stocks-to-buy-for-the-baby-boomer-retirement-wave

The coming Biotech Melt-up will crush many shorts who don't see the writing on the wall ahead of time "Central Banks plans to buy equities".


Current biotechs in focus: 


BCLI 

Alert 7/21/2017 

BCLI is going after ALS and the recent news releases have been surging as it enters the final stage before potential approval.  

CIRM is partnering with Brainstorm to follow up on the Company's promising phase 2 trial in patients with ALS.  CIRM's mission is to accelerate stem cell treatments to patients with unmet medical needs and, in keeping with this mission, our objective is to find a treatment for patients ravaged by this neurologic condition for which there is currently no cure." Brainstorm is in the advanced stages of planning a Phase 3 clinical trial investigating NurOwn in ALS.  The trial is expected to enroll approximately 200 patients and will be conducted at 6 top ALS clinical sites in the U.S. The primary outcome measure will be the ALSFR-S score responder analysis. The patient population will be optimized to include faster-progressing patients who demonstrated superior outcomes in the NurOwn Phase 2 ALS trial.

ALS is a progressive disease which destroys nerve cells in the brain and the spinal cord. Most ALS patients die from muscle paralysis that stops them from breathing. 

Insurance policies, price, and a look ahead

When a competitor drug Radicava arrives in August, it will come with a list price of nearly $1,100 per infusion, meaning a year’s worth of treatment will be roughly $146,000. So you can see what huge profits are to be had for BCLI upon approval.

Exchange:NASDAQ
Industry: Health Care
Community Rating: Bullish
Brainstorm Cell Therapeutics Inc. Press Releases
 














-------------------------------------------------------------------------------------------------------

VRX
Alert 6/26/17 
Paulson Key to Turning Valeant Around

Paulson:  "The strategic plan to transform Valeant smartly focuses on rebuilding the company's core franchises in ophthalmology, dermatology and gastroenterology while simultaneously using the proceeds from the sale of non-core assets and operating cash flow to de-lever the company. I am fully supportive of the strategy and leadership team at Valeant."
 
VRX stock may never be a $200 per share stock again, but if the market cap gets to even half the five times sales of, say, Johnson & Johnson (NYSE:JNJ) you’re looking at a gain of 500% from current levels (6.22.17). Getting Paulson, the largest stockholder with a 5.9% stake, onto the board is another step in that direction. He’s not a plunger or fast profit guy like Ackman. He became a player after betting right on the 2008 financial crisis.  By Dana Blankenhorn
Read more: Billionaire Hedge Funder John Paulson Joins Valeant Board (VRX) | Investopedia http://www.investopedia.com/news/billionaire-hedge-funder-john-paulson-joins-valeant-board-vrx/#ixzz4l9LiGJ7T


AVEO
Alert 6/23/17 
European Medicines Agency (EMA), has recommended FOTIVDA™ (tivozanib) for approval, If approved by the EC, marketing authorization for tivozanib will be granted in all 28 countries of the Europe.  EUSA Pharma has agreed to pay AVEO up to $394 million in future research and development funding and milestone payments, assuming successful achievement of specified development, regulatory and commercialization objectives, as well as a tiered royalty ranging from a low double-digit up to mid-twenty percent on net sales of tivozanib in the agreement’s territories. Thirty percent of milestone and royalty payments received by AVEO, excluding research and development funding, are due to Kyowa Hakko Kirin (KHK) as a sublicensing fee in Europe. In the United States, the royalty obligation to KHK ranges from the low- to mid-teens on net sales.
In addition, the insiders have been going wild buying millions of shares of $AVEO.

DVAX 
 Odds of FDA approval now at 70% says Biotech Guru, should have a continued runup in July heading to FDA approval. The Cancer Index announced 6/21/17 that it has added DVAX to the index.
 http://www.investopedia.com/investing/william-blair-assigns-70-probability-approval-dynavaxs-heplisav-dvax/
Combination of Dynavax's SD-101 and Keytruda show 100% response in melanoma study;
http://abstracts.asco.org/199/AbstView_199_193149.html

Phase 3 HEPLISAV-B ™ Adult Hepatitis B Vaccine Phase 1/2 Cancer Immunotherapy Phase 2 Asthma Therapy - Partnered with AstraZeneca In Europe, Dynavax manufactures Hepatitis B surface  antigen for HEPLISAV-B.
 

BLCM  
 https://seekingalpha.com/article/4061431-bellicum-pharmaceuticals-lead-drug-shows-91-percent-remission-leukemia-94-percent-survival

MCRB

The FDA has granted SER-109 which is in Phase 3 both Breakthrough Therapy and Orphan Drug Designations.  Combined PT estimates are now at $23.20

https://www.thestreet.com/story/14173915/2/seres-therapeutics-initiates-ser-109-phase-3-study-in-patients-with-multiply-recurrent-c-difficile-infection.html



CORT
Revenues of Corcept surged by 72% as its FDA approved drug gains traction.
https://seekingalpha.com/article/4067653-corcept-therapeutics-cort-ceo-joseph-belanoff-q1-2017-results-earnings-call-transcript



NK & OMER
https://www.benzinga.com/general/biotech/17/06/9609084/2-longs-and-2-shorts-to-watch


LOXO
 https://www.ft.com/content/c2e1e358-5df5-3669-8e6a-fd35e20681e8