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- Genentech's Decision Should Boost Immunogen Stock
- Ohad Hammer submits: It finally happened. Yesterday, Genentech DNA announced that they made a "go" decision to advance T-DM1 into a phase III trial. Although no official announcement is out as of yet, Genentech's President of Product Development, Sue Hellmann, left no doubt in her prepared...
- External links 2008-10-15
- Why It's Time to Buy More Immunogen
- Ohad Hammer submits: Investing, particularly in biotech, comes with plenty of risks and uncertainties. These uncertainties are usually results of clinical trials, which are very unpredictable and unfortunately do not end up well in most cases. Once in a while, a company and its stock price diverge in a way...
- External links 2008-10-17
- Buying More Exelixis in the Post - GlaxoSmithKline Era
- Ohad Hammer submits: Only two and a half weeks have passed since the launch of the model portfolio, so it is still too early to assess its performance; nevertheless, even after a sharp decline in two stocks, the portfolio seems more robust than the general market. Since inception, the biotech...
- External links 2008-10-28
- Rigel Still on Track, And Has Pfizer Found Its Next Blockbuster?
- Ohad Hammer submits: In the pharmaceutical industry, 2008 will probably be marked by the big pharmas’ insatiable appetite for new drugs. Threatened by fierce generic competition, the pharmaceutical giants were not only eager to pay generous acquisition premiums for marketed products, but were also willing to pay a lot of...
- External links 2009-01-08
- Rigel and Seattle Genetics: The Delicate Art of Expectation Management
- Ohad Hammer submits: In my previous article, I discussed the pharmaceutical industry’s race after approved drugs and late stage agents with proof of concept in humans. I mentioned Rigel’s RIGL lead drug, R788, as a likely target for collaboration due to its impressive activity, the huge addressable market and the...
- External links 2009-02-09
- Celgene Corporation: Take the Money and Run
- Ohad Hammer submits: Of all the healthcare companies that took a beating in 2009, Celgene CELG seems to be the most undervalued one. Looking at the company’s financial performance and upside potential, it is very hard to understand how a growing biotech company with virtually no potential threat to its...
- External links 2009-03-03
- Morphosys: A Biotech Rule Breaker (Part 1)
- Ohad Hammer submits:Morphosys (MPHSF.PK) is one of the most unusual biotech companies, as it breaks three basic rules that apply to drug development companies: Rule No. 1: Development-stage companies burn cash and therefore must constantly raise capital and dilute existing shareholders. by Ohad Hammer
- External links 2009-03-30
Additional Resources
- Genentech?s New ADC Platform Has Much Potential, but Is Yet to Be Tested on Humans
- Ohad Hammer submits: On June 18th, Seattle Genetics SGEN announced it had received a milestone payment from Genentech DNA after the latter filed an IND Investigational New Drug application for an antibody-drug conjugate [ADC] powered by Seattle Genetics’ technology. Intriguingly, there was no additional data about the new agent, nor...
- External links 2008-08-06
- Micromet: Another Seal of Approval
- Ohad Hammer submits: There is always a debate regarding market efficiency and to what extent stock prices represent the available information about a company. Micromet’s MITI surge last week shows that in some cases, the market is far from being efficient. The spike of more than 35% in the last...
- External links 2008-08-20
- Exelixis: A Platform Company for Oncology
- Ohad Hammer submits: The pharmaceutical industry is in the midst of a severe innovation crisis, where more R&D money results in less approved drugs. In parallel, sales of most traditional blockbusters are being cannibalized by generic competition, forcing the big pharmas to exploit new concepts and rush new drug candidates...
- External links 2008-09-03
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