Medivation’s Xtandi Threatened by J&J’s New Acquisition

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Written by Brian Wilson - Lead Contributor   
Tuesday, 18 June 2013 09:38
One of the biotech laggards of the year, Medivation (NASDAQ: MDVN) saw a very high volume selloff (-6.78% $47.41/share) yesterday after rival Johnson & Johnson (NYSE: JNJ) announced the acquisition of Aragon Pharmaceuticals – a company that was developing a Phase II metastatic castration-resistant prostate cancer (mCRPC) drug that the market considers a threat to Xtandi - Medivation’s lone pipeline drug.
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Biodel Primed To Capitalize On Next Generation Treatments In The $10B Diabetes Market

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Written by Scott Matusow   
Tuesday, 18 June 2013 06:44

Glucose is one of the most important chemical structures because it is essential in providing the body with energy. It is integral in the chemical process called aerobic respiration, which generates a usable form of energy. Glycolysis is the beginning of this process, which oxidizes glucose to form CO2, H20, and adenosine triphosphate (ATP).

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Short Sellers Flee Questcor on Sentiment Reversal

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Written by Brian Wilson - Lead Contributor   
Monday, 17 June 2013 09:06
Questcor Pharmaceuticals (NASDAQ: QCOR) was one of the most heavily shorted stocks on the NASDAQ according to the most recent data set from May 31st 2013, with 22.15 M shares short out of a float of 53.6 M share (41%).
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Northwest Biotherapeutics: Targeting Glioblastoma with Immunotherapy

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Written by Brian Wilson - Lead Contributor   
Thursday, 13 June 2013 10:08
This morning, Northwest Biotherapeutics (NASDAQ: NWBO) announced the initiation of a 60-patient Phase I/II trial at the MD Anderson Cancer Center for the newest version of their personalized cancer immunotherapy DCVax-Direct – here is the press release (link).
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Wednesday's Biotech Catalyst Trade Watch List

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Written by Scott Matusow   
Wednesday, 12 June 2013 07:43

Today, I list 4 biotech companies with significant near-term catalysts ahead.

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Clovis / CO-1686 – Value, Derived From Data, Supports The Valuation

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Written by Brian Wilson - Lead Contributor   
Tuesday, 11 June 2013 10:06
The recent doubling of shares of Clovis Oncology (NASDAQ: CLVS) after the company’s presentation at ASCO 2013 still leaves many biotech investors baffled at the market’s new, intrinsic ~$1.9 B valuation of the company’s early-stage oncology pipeline compounds CO-1686 and Rucaparib, although continuing analysis of the data seems to be supporting the new CLVS market cap quite nicely.
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OPKO: More Hidden Value in Partnerships & Equity Investments

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Written by Brian Wilson - Lead Contributor   
Monday, 10 June 2013 11:11
Recent coverage provided for OPKO included a simple financial model that supported a surprisingly high (~$1 B) valuation for a Phase III pipeline product hGH-CTP (a modified version of human growth hormone) that was added to the company’s pipeline after the acquisition of PROLOR Biotechnologies.
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OPKO Looks Lucrative as Acquired hGH-CTP Moves Into Phase III Trials

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Written by Brian Wilson - Lead Contributor   
Thursday, 06 June 2013 10:22
OPKO Health (NASDAQ: OPK) has been seeing a steady rise in short interest throughout the last few months – with the last measurement by NASDAQ coming in at 30.16 M shares on May 15th 2013 as speculators begin to question the premium that the market is placing on the company due to the involvement of 37.5% individual shareholder and famous biotech investor Dr. Phillip Frost.
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Cowen Questions Sales Growth of Biogen Idec’s MS Drug Tecfidera

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Written by Brian Wilson-Lead Contributor   
Wednesday, 05 June 2013 07:55
Yesterday, Biogen Idec (NASDAQ: BIIB) was the worst performer amongst the larger pharmaceutical companies after Cowen analyst Eric Schmidt pointed that that the IMS prescription sales data for new prescriptions (NRx) of the company’s recently launched multiple sclerosis / MS drug Tecfidera (dimethyl fumarate) may be flawed due to double counting of patients were prescribed a new dose of the drug.
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Clovis Oncology Skyrockets After ASCO Presentations

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Written by Brian Wilson - Lead Contributor   
Tuesday, 04 June 2013 08:53
Clovis is an acquisition-focused biopharmaceutical company that stayed under the radar after its NASDAQ IPO in November 2011.
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