最近跟踪的几只生化制药股

baysky

今年，FDA似乎大放水，很多以前的生化制药垃圾股满天飞，当然其中也有不少是很有前景的公司。
比如大家熟悉的，DNDN, HGSI




和不太熟悉的。CVTX  VNDA  MITI






他们的涨幅之可观令人目瞪口呆。我的一个朋友就是靠DNDN打到第一桶金，first million dallar
当然也不乏失败的例子，ACUS DSCO

那末，也介绍几只值得关注的股票，共同留意，
NEPH, ACOR, IGNT, TSPT, BDSI, AVNR, SPPI


ACOR has started ramping up their field force. They are targeting successful sales reps from the other MS players: Teva, BIIB, Bayer and EMD Serono. They are offering big money in base salary, average bonus at plan and stock options to get the right people with the right relationships. I believe sales will be dramatic and immediate. Check out the ACOR website, you will see the job postings.  October could be very sweet!



Its about AVNR and upcoming top-line/bottom-line results for the P3 STAR study using Zeniva in PBA for MS and ALS patients. Good numbers would likely mean a nice PPS rise as this PBA indication does not have a treatment!
They are running the "STAR" and the blined protion is completing and rolling patients into a open-label extension and the majority have agreed to roll (usually a good sign)! The primary/secondary efficacy data will be reported later this month.
The study is being done under an SPA agreement with the FDA off an old complete response letter that was then called an approvable letter.
AVNR has a sorted history (I am aware of most of it in the last 5 years) and Zeniva has other applications on hold because they are cash short, but I am thinking of playing this data reporting as a trade as I also consider an entry into ACOR for MS affliction itself.



IGNT is acquire play, Company hired investment banking looking for buyers and paid off most dedt. CEO mentioned 10c buy out.










最后，附 FDA approval decision report June 2009
大家注意留意所有上榜的股票表现。

FDA Approval Decisions Report June, 2009
Abstract
The Revere FDA Approval Decision Report report provides one of the most comprehensive and accurate event calendars for PDUFA dates (Prescription Drug User Fee Act) -- expected FDA approval dates for NDA/BLA filed drugs in the next 3 months and reviews all FDA approval decisions in the current month.


Furthermore, the report also analyzes each drug candidate's likelihood of approval and competitive landscape using 3 criteria derived from Revere's patented classification system:

Utilization of a mechanism of action previously approved by the FDA.
Facing two or fewer alternative drugs with the same mechanism of action for the same indication.
Would be the first or second FDA approved drug for the company.

Included Bonus New BioMedicine Biotech Research Reports

BioDelivery Sciences International, Inc. (BDSI) - Special Event Report - FDA approval of Onsolis
AMAG Pharmaceuticals, Inc. (AMAG) - Special Event Report - FDA approval of Feraheme

Each New BioMedicine Biotech Research Report provides in-depth analysis relating to an upcoming event for a select pipeline drug. The report forecasts the expected event outcome (positive/negative), and discusses the relevant company, the drug candidate, market opportunity, clinical trials results, and competitive landscape.

The Biotech Research Report is unique in its focus on events likely to drive large price movements within narrow timeframes, and because it forecasts event outcomes based on rigorous analysis of clinical results and regulatory factors.

Companies Mentioned in the Report
Novo Nordisk A/S (ADR) (NVO) - Overview - Reports
Novartis AG (ADR) (NVS) - Overview - Reports
Spectrum Pharmaceuticals, Inc. (SPPI) - Overview - Reports
Merck & Co., Inc. (MRK) - Overview - Reports
Medarex inc. (MEDX) - Overview - Reports
Eli Lilly & Co. (LLY) - Overview - Reports
King Pharmaceuticals, Inc. (KG) - Overview - Reports
Johnson & Johnson (JNJ) - Overview - Reports
Biogen Idec Inc. (BIIB) - Overview - Reports
Acura Pharmaceuticals, Inc. (ACUR) - Overview - Reports
Hemispherx BioPharma, Inc (HEB) - Overview - Reports
Genzyme Corporation (GENZ) - Overview - Reports
BioSpecifics Technologies Corp. (BSTC) - Overview - Reports
Savient Pharmaceuticals, Inc. (SVNT) - Overview - Reports
Bristol Myers Squibb Co. (BMY) - Overview - Reports
AMAG Pharmaceuticals, Inc. (AMAG) - Overview - Reports
Alkermes, Inc. (ALKS) - Overview - Reports
Abbott Laboratories (ABT) - Overview - Reports
Pharmaceutical Product Development, Inc. (PPDI) - Overview - Reports
Roche Holding Ltd. (ADR) (RHHBY) - Overview - Reports
Teva Pharmaceutical Industries Ltd (ADR) (TEVA) - Overview - Reports
Titan Pharmaceuticals, Inc. (TTNP) - Overview - Reports
ViroPharma Incorporated (VPHM) - Overview - Reports
Watson Pharmaceuticals, Inc. (WPI) - Overview - Reports
AstraZeneca plc (ADR) (AZN) - Overview - Reports
Acusphere, Inc. (ACUS) - Overview - Reports
Takeda Pharmaceutical Company Limited (TKPHF) - Overview - Reports
Auxilium Pharmaceuticals, Inc. (AUXL) - Overview - Reports
United Therapeutics Corporation (UTHR) - Overview - Reports
GlaxoSmithKline plc (ADR) (GSK) - Overview - Reports
Bayer AG (ADR) (BAYRY) - Overview - Reports
Transcept Pharmaceuticals, Inc. (TSPT) - Overview - Reports
Labopharm Inc. (DDSS) - Overview - Reports
BioDelivery Sciences International, Inc. (BDSI) - Overview - Reports
Sanofi-Aventis SA (ADR) (SNY) - Overview - Reports
H. Lundbeck A/S (HLUKF) - Overview - Reports
Vanda Pharmaceuticals Inc. (VNDA) - Overview - Reports
Advanced Life Sciences Holdings, Inc. (ADLS) - Overview - Reports
Nuvo Research Inc. (NRI:CA) - Overview - Reports
NeurogesX, Inc (NGSX) - Overview - Reports
Eurand N.V. (EURX) - Overview - Reports
ARCA biopharma, Inc. (ABIO) - Overview - Reports

trueself

1# baysky


thanks

buctusa

High risk/High return................

maple888

股舞人生

davidino

多谢，辛苦了！

mango

3Q

baysky

Get a reply from KUTZ from Yahoo message board, thought to share here.
KUTZ made great call in past few months. HGSI and MITI being the most recent one.
Check his past comments on ACUS yahoo message board.

=========================================================
I am in AMAG (its approved-good entry point now-SSRX is a good play off AMAG; have made some trading in 2009 and now have a heavy position here in AMAG.

MEDX (was bought out-I owned and have sold-too late here); made a few grand off this one!

VNDA (was approved-I sold my shares, but am now back in expecting a buyout cause they don't have sales staff to sell the drug-TTNP is a good play off
VNDA-they own a percentage of the approved drug) Made a few grand!-trying to do it again!

SVNT: They just got a CRL from the FDA and the PPS took a hit yesterday. Not in, but watching for a lower PPS entry (lower than current-greedy) to buy shares-the issues were manufacturing, labeling, and risk map generation-not clinical problems per the to do list" I made money off their advisory meeting-stayed out of the decision-could play again?

In the big pharma space, your list includes 4 you should at least consider moving forward: NVS, GSK, SNY, and JNJ. Note 3 of 4 are foreign companies. Maybe BMY? I don't like MRK LLY, or PFE!

I'd also be investigating SPPI which is on your list as a baby bio.

Finally their are a few more you should check out for further 2009/2010 interests. They are HGSI, BMRN, CEPH, GENZ, GILD, MITI, ARNA, ACOR, and INCY.

You could check out longshot AVNR, I am currently not in-not decided yet. I also watch OPXA and CVM heavily and trade periodically.

Note, I often don't play the pinkie sheet bios, but many like VESE do! More than one way to make it!

That should keep your azz busy! Just kidding!

Remember, I never give refunds or I'd be an analyst! Oh they don't give any refunds either!

Keep checking this board as long as its alive-LOL. Sure more intriguing plays will be listed as they are found!

Best regards

Kutz

baysky

好吧，拉个单子，每个月看看进展，

1. 
   
2. NEPH.OB 3:59pm ET 1.27  0.00  0.32% 331,009 Chart, Messages, Key Stats,
   
3. ACOR 4:00pm ET 24.01  1.84  7.12% 2,909,252 Chart, Messages, Key Stats,
   
4. IGNT.PK 3:59pm ET 0.0050  0.0005  9.09% 90,478,042 Chart, Messages, Key Stats,
   
5. TSPT 3:53pm ET 7.85  0.37  4.50% 166,340 Chart, Messages, Key Stats,
   
6. BDSI 4:00pm ET 5.59  0.14  2.44% 362,825 Chart, Messages, Key Stats,
   
7. AVNR 4:00pm ET 2.18  0.08  3.81% 532,807 Chart, Messages, Key Stats,
   
8. SPPI 4:00pm ET 7.15  0.03  0.42% 1,577,000 Chart, Messages, Key Stats,
   
9. BMRN 4:00pm ET 16.30  0.12  0.73% 1,750,886 Chart, Messages, Key Stats,
   
10. CEPH 4:00pm ET 59.95  0.97  1.64% 1,657,840 Chart, Messages, Key Stats,
    
11. GENZ 4:00pm ET 49.80  0.58  1.15% 6,867,290 Chart, Messages, Key Stats,
    
12. GILD 4:00pm ET 47.83  1.45  2.94% 8,987,773 Chart, Messages, Key Stats,   
    
13. MITI 4:00pm ET 6.05  0.21  3.35% 382,687 Chart, Messages, Key Stats,   
    
14. ARNA 4:00pm ET 5.12  0.09  1.79% 1,696,018 Chart, Messages, Key Stats,
    
15. INCY 4:00pm ET 5.30  0.08  1.53% 2,783,579 Chart, Messages, Key Stats,
    
16. OPXA 3:56pm ET 0.46  0.01  2.12% 350 Chart, Messages, Key Stats,
    

复制代码

http://finance.yahoo.com/q/cq?d=v1&s=NEPH.ob,%20ACOR,%20IGNT.pk,%20TSPT,%20BDSI,%20AVNR,%20SPPI,%20BMRN,%20CEPH,%20GENZ,%20GILD,%20MITI,%20ARNA,%20%20INCY,%20opxa

yuelm2008

1# baysky
Many thanks!

xiaofengling

xiaofengling

错了错了，我想打仰慕你，屏幕太小没看清

pig2006

baysky

12# xiaofengling



哈哈，你可以编辑旧贴，不过超过1小时好像就不行了

stockgirl

thank you so much, please continue!

hoyoto

thx

baysky

Add another to watch list,
BIEL

Analyst Places $0.30 to $0.50 Price Target On BioElectronics (BIEL) Shares
Analyst States "Company Timing is Optimal in Light of Recent FDA Panel Recommendations to Restrict Acetaminophen and Tylenol(r) Usage"
Press Release
Source: BioElectronics Corp.

FREDERICK, Md., Aug. 3, 2009 (GLOBE NEWSWIRE) -- BioElectronics Corporation (Pink Sheets:BIEL - News), a maker of inexpensive, disposable drug-free anti-inflammatory devices, today announced Alquemie Partners, a strategic research and advisory boutique, has issued a new research report on the Company. The analyst, Carrie Snyder, places a target price on the shares of between $0.30 and $0.50, should expected FDA clearances be granted.

Please do your own DD before make investment decision.

Diver

how about AGEN?

xxtrader

how about AGEN?
Diver 发表于 2009-8-6 20:47

这只至少会翻倍
很好的癌症疫苗的公司股票，第一只也是唯一一只（俄罗斯）有疫苗上市销售的公司，DNDN也还早着咧
拿着会有好回报

baysky

xxtrader what you are holding lately?