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 jmho     Graphic_subscribe   

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    Community Rank: Analyst (199 pts)  |  Member since 02/13/2007
Picks Performance:
Outperforms
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What's this?
All-time Return
-9.20%
(in over 2 years) 		Risk (SD)
Aggressive
0.00% 		Sharpe Ratio
-14.32
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jmho's Blog Posts
Graphic_arrow1 Visit Blog:   Biotechnology Stock


AMGN   VRTX   Decoupled moves in Biotech indices highlight opportunities and challenges 07/25/09   —  The chart below shows returns for the last 6 months of the two Biotech indices that I follow: BTK and NBI.After a significant and equivalent downside move in March, both indices have turned positive with an explosive move since middle of July. I speculate that the March downside move was a response ...
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AMGN   JNJ   Rigel's Phase II Rheumatoid Arthritis drug data are good but financing remains a challenge 07/11/09   —  On July 9th, Rigel Pharmaceuticals (RIGL) announced the results of TASKi2, a 457 patient Phase IIb Rheumatoid Arthritis study that in most part showed R788 ( a Syk kinase inhibitor) has efficacy similar to existing injectable anti-TNF medications (although it was not a head-to-head comparison). Ther...
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DNA   AMGN   Celgene (CELG) is a bargain once again 09/19/08   —  The latest crash of the financial markets has created some great buying opportunities in the health care sector. You can almost pick any Biotechnology or Pharmaceutical stock and be guaranteed that it is undervalued today. The sell-off was steep and broad and took down good stocks with the bad. I...
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LLY   AMLN   Byetta may not be the cause of recent deaths, stock reaction unjustified 08/27/08   —  On Tuesday August 26, Amylin (AMLN) and its partner Eli Lilly (LLY) announced that four patients had died while on diabetes treatment Byetta.Both Amylin (down 12%) and Lilly (down 1%) sold off in after hours following repeated headlines saying Byetta responsible for death.The truth is no one knows w...
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AMGN   ALNY   Performance of Biotechnology Stock Blog Portfolio 08/13/08   —  Analyzing the performance of my previous picks is by far my favorite part of writing this blog. It has on many occasions allowed be to learn from my mistakes.I have moved the numbers to Google docs so that they are easier to read. Here is a link to that spreadsheet.The bottom line return for this por...
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Panic selling in Biogen-Idec and Elan represent great buying opportunity 08/09/08   —  In July, Biogen-Idec and Elan, who co-market the multiple sclerosis drug Tysabri, announced two new cases of PML a potentially deadly side effect. The stocks sold-off almost entirely. Biogen-Idec lost about 30% of its market share while Elan has lost over two thirds of its value. I had previously rec...
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Biotechnology sector has a rare explosive day 07/09/08   —  Tuesday July 8, 2008 marked one of the most explosive upside days I have seen in the Biotechnology sector in quite some time. It comes at a great time when market sentiments are very negative and could lead to a little summer rally.As the list below shows, both the BTK and NBI indices both had about ...
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IV   AMAG Pharmaceutical's Ferumoxytol meets Phase III clinical trial end point 06/30/08   —  On May 31st, AMAG Pharmaceutical announced results from a randomized phase III study of Ferumoxytol, an intravenous (IV) iron replacement therapy, in 31 patients with chronic kidney disease (CKD) stages 1-5 with functioning kidney transplants. The primary endpoint was the mean change in hemoglobin fr...
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AMLN   Exanatide's convenience may not be enough in a tough Diabetes market place 06/23/08   —  Diabetes is a tough market to compete in for any company. Insulin is the standard therapy for most patients with severe Diabetes. It is a naturally occurring hormone and it exists as both short acting and long acting therapy. It requires close monitoring as it may have dangerous side effects. This is...
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Despite a slow start, strong fundamentals will supprt the Biotech Sector 06/12/08   —  Back in January, I wrote an article predicting a good year for the Biotechnology/Biopharma sector based on early performance vs. major indices. Here is a link to that article.Five months have passed since that post was published and I have written very few articles since. The markets have had a rolle...
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RVR   VRTX   Early data suggests Telaprevir may be helpful for patients who need it most 04/02/08   —  On Monday March 31st, Vertex announced, through an abstract, the interim results of an open-label phase 2 trial for Telaprevir for treatment of Hepatitis C. 26 of 32 patients who previously failed other therapies (81%) experienced rapid virologic response (RVR) after four weeks of treatment. Even tho...
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ARNA   Lorcaserin's safety data should result in a good partnership deal for Arena Pharmaceuticals 03/27/08   —  On March 17th, Arena Pharmaceuticals (ARNA) reported that they will continue with phase III trials after an independent review of unblinded data showed no cardiac safety concerns for the weight loss drug, Lorcaserin. This was a rather important result for Arena because there had been concerns that it...
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ARNA   ALTU   January 2008 Performance Review 01/20/08   —  It is time again to review past picks and to learn about my mistakes.The table below includes a list of my historical picks.Click here for a link to this table in Google Docs for a better view ARNA and ALTU stand out as worst performing picks. Interestingly they are both small cap picks, so this dro...
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MCK   LLY   Wall street signals point to a good year for Pharma and Biotech 01/08/08   —  It is hard to find any signs of optimism on wall street these days. Nasdaq has had 8 consecutive down days and is down 8% to start the year, and most investors are ready to predict a bad year for the markets. Some of this sell off could be attributed to redemptions at hedge funds and mutual funds. Bu...
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BIIB   MS   Biogen-Idec (BIIB), from one extreme to the other in no time! 12/13/07   —  On Ocotber 16th, shares of Biogen-Idec (BIIB) gained $13 to hit $82 based on rumors that the company had put itself up for sale. That day I recommended an aggressive sell because of the price tag and uncertainties around finding a possible suitor. (Here is the Link to that article)Today Biogen-Idec a...
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ONXX   Onyx Pharmaceutical's (ONXX) success may pave the way for competition 11/25/07   —  Onyx Pharmaceutical (ONXX) is enjoying the rewards of its potential blockbuster, Nexavar. On Monday, November 19th, FDA approved Nexavar, already approved for Kidney Cancer, for treatment of liver cancer. The product did so well in clinical trials that the company and its partner Bayer had to halt t...
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Vertex's sell off is a great buying opportunity 10/21/07   —  Vertex Pharmaceutical's stock (VRTX)dropped about $5 or 14% to $30 on the news release that Schering Plough's Protease inhibitor Boceprivir, which had performed poorly in previous trials, showed that about 79% of patients achieved early response. As soon as this news came out( with no trial result de...
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Take profits in Biogen-Idec (BIIB) 10/16/07   —  The rumors of a buy out sent Biogen-Idec (BIIB) shares up about $13 dollars to over $82 per share. I first recommended BIIB last year at $44.6 based on the potential success of Tysabri in treating MS (link to that article). As of today's price, the stock is up 84% and I am recommending to sell and to...
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Genzyme (GENZ) stock breaks out on good news 10/06/07   —  Genzyme (GENZ) saw its shares break out last week from $62.5 to over $68 on higher than average volume. The weekly chart below demonstrates this movement and its significance as it broke a long term trend of lower highs that started in 2005.This move was catalyzed by the October 4th vote by Bioenvisi...
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Promising Future for Pharmasset's (VRUS) Hepatitis C Drug Candidate 10/03/07   —  Pharmasset (VRUS) is a clinical stage pharmaceutical company focused on developing antiviral medicines. Their research is focused on development of class of compounds known as nucleoside analogs. Nucleosides are the building blocks of DNA and RNA and used by virus proteins during replication and grow...
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