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DNA Analysis & Videos »
DNA: Bull or Bear?
Beware biotech
DNA
+12.38%
in
271 days
Filed under: Deals, Genentech Inc (DNA), Stocks to Sell  News events of the day are providing a dramatic illustration that not all biotech companies are the same.Just as President Obama lifted the executive order banning the use of embryonic stem cells for research, Roche and Genentech (NYSE: DNA) appear to have reached an agreement on Roche's bid to acquire the 44% of DNA that Roche does not currently own. <>Shares of biotech companies engaged in stem cell protocols rallied after the Obama announcement. While most of these companies are small in size with stock prices below $2 per share, the a...
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Upcoming FDA Advisory Panel Meetings
DNA
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-13.25%
in
272 days
A trio of diabetes drug candidates are affected by a tougher stance at the FDA for this class of drugs, which is focused on cardiovascular risks such as heart attack and stroke. Two of the drugs will be reviewed at early April FDA advisory panel meeting while a third will likely require additional clinical trials. http://www.biomedreports.com/fda-calendar.html <> In December the FDA issued a new guidance document that recommended more stringent clinical trials for diabetes drugs to better assess heart attack and stroke risks. In a change that was effective immediately,...
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FDA Decision Calendar: Pain Drug Delays Likely
DNA
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+11.70%
in
27 days
(closed on 03/09/09)
FDA Decision Calendar: Pain Drug Delays Likely By Mike Havrilla on 2/9/09 ETF Innovators The tables at my website link below include an updated calendar of 86 expected FDA new product decisions and 89 pending clinical trial result estimates + pending FDA re-submissions or new submissions for regulatory approval. Click here for a link to my previous calendars. New FDA Decision Calendar Entries: <> 1.) Biogen Idec (BIIB) and Genentech (DNA) have a PDUFA...
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Calendar of 163 FDA Decisions and Clinical Trials
DNA
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+0.68%
in
20 days
(closed on 02/10/09)
The tables at my web link below include an updated calendar of 80 expected FDA new product decisions and 83 pending clinical trial result estimates + pending FDA re-submissions. Click here for a link to my previous FDA calendars and the below is a summary of new entries and updates on the calendars. <> 1.) Genentech (DNA) expects to report results in mid-April in its Avastin colon cancer adjuvant trial, in addition to pending FDA decisions to expand product labels for Avastin in relaps...
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Buyout Binge Begins for Bio-Pharma, Diagnostics
DNA
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-5.50%
in
11 days
(closed on 01/21/09)
<> 
<>
<> With news late Friday that Roche (RHHBY) is prepared to up its bid for complete control of Genentech (DNA) to $95 from a previous offer of $89 per share and a $41M ($1.50 per share) all-stock takeover offer by Sequenom (SQNM) for EXACT Sciences (EXAS); 2009 is off to a strong start for M&A activity in the bio-pharma and diagnostic space.
Larger and well funded bio-pharma and diagnostic companies are opportunistically looking to expand their product offerings, pipeline prospects, patent portfolios, ...
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A More Focused Highly Defensive Index
DNA
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+20.78%
in
37 days
(closed on 01/10/09)
<> 
The accompanying table [click to enlarge] includes an updated version of the ETF Innovators [ETFI] ETFI Highly Defensive PerformIdex of 36 companies based in the U.S., Canada, and Europe with market caps over $10B, which are the leaders by market cap in their defensive industry groups. This update includes a 10% reduction in the number of companies with an equal distribution of 12 each from consumer staples and healthcare, with the remaining 12 companies chosen from a variety of defensive industry groups.
(A) Mass Merch...
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Updated FDA Calendar of Decision Dates
DNA
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-9.36%
in
20 days
(closed on 12/03/08)
<> 
The accompanying table of FDA decision dates is updated to include the following: 1) XenoPort (XNPT) withdrew its NDA for restless leg syndrome drug Solzira for what appears to be a minor, administrative delay to reformat some trial data at the agency's request which will also delay $23M in milestone payments from partner GlaxoSmithKline (GSK); 2) Discovery Labs (DSCO) Surfaxin NDA will undergo a Class II review with a decision deadline pushed out to 4/17/09; 3) Genentech (DNA) filed for accelerated approval of Avastin as a s...
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Market Notes: Monday 10-November
DNA
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-6.22%
in
3 days
(closed on 11/13/08)
<> Biotech Mega-Deal
Roche (RHHBY) has affirmed its intentions of buying the remaining 44% of Genentech (DNA) that it does not already own for $43.7B or $89 per share, which DNA rejected earlier this summer as undervaluing the company.
A Paradigm Shift for Statin Drugs
AstraZeneca reported results from a large-scale clinical trial dubbed JUPITER, demonstrating that its cholesterol-lowering statin drug Crestor caused a significant decrease in the incidence of cardiovascular events (e.g. heart attacks, strokes, angioplas...
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Healthcare ETFs Outpace the Market
DNA
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+1.81%
in
9 days
(closed on 11/10/08)
<> 
The accompanying table presents an analysis and statistics for the 28 healthcare ETFs listed at the Yahoo! Finance ETF Center. As a group, the healthcare ETFs outpaced the overall market in the past year by more than 10%, posting an average loss of 26.5% compared to a loss of 37.4% for the S&P 500 SPDR ETF (SPY). The best performing healthcare ETF was the Biotech HOLDRs (BBH), thanks to a buyout bid for top holding Genetech (DNA) and solid earnings results this year for the number two position, Amgen (AMGN).
The top three...
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Amgen Exceeds Expectations, Again
DNA
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+1.13%
in
10 days
(closed on 11/01/08)
<> Shares of Amgen (AMGN) have moved into the green in after-hours trading following a late-day Wall Street sell-off that had the Dow tanking by over 500 points. As I wrote earlier today , Amgen was able to both exceed profit and sales expectations for 3Q08 and raise its full-year profit guidance as it had done three months ago when reporting 2Q08 results. Even with the current pop in after-hours to around $54 per share, Amgen is only trading at a PE of 12X on the mid-point of its 2008 profit guidance of $4.45 to $4.55 per share.Amgen poste...
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A Defensive Growth Stock Index
DNA
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-2.64%
in
2 days
(closed on 10/22/08)
<> 
<> The accompanying table presents the ETFI Highly Defensive PerformIdex, which is structured as a market cap weighted, defensive growth index of 30 companies based in either the United States or Canada with the largest market capitalizations from each industry group (A-J) as specified below:
(A) Grocery Stores (1)
(B) Consumer Staples (10) – Non-Food (2), Food (4), Tobacco (1), Alcoholic Beverages (1), and Non-Alcoholic Beverages (2)
(C) Health Benefit Providers (3) – Managed Healthcare (1), Supplemental Health (1), an< />< />< />< />< />< />< />< />< />...
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Discovery Labs: The Next Biotech Winner?
DNA
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-1.35%
in
14 days
(closed on 10/20/08)
<> I think the recent decline in Discovery Labs (DSCO) since the Company announced a minor delay in submitting a complete response to the FDA for an approvable ruling on Surfaxin represents a buying opportunity and bought some shares on Friday at $1.74 per share. Insider buying over the past two months (including a 75,000 share buy from the CEO at $1.87) demonstrates management's confidence in already meeting the FDA's requirements and the plan to submit a complete response to FDA for Surfaxin, which should now occur by about the third ...
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Cramer on BloggingStocks: Genentech bid confirms the trend
DNA
-14.35%
in
502 days
Filed under: Deals, Market matters, Anheuser-Busch Cos (BUD), Research in Motion (RIMM), Genentech Inc (DNA), Amgen Inc (AMGN), Gilead Sciences (GILD), Stocks to Buy, Cramer on BloggingStocks  TheStreet.com's Jim Cramer says the biotechs look sweet in a bank-led slowdown.
Thank you, New York Times. Remember just a couple of weeks ago, when The New York Times wrote about how Genentech's (NYSE: DNA) (Cramer's Take) Avastin was too expensive and the stock got cracked down to $77? I know Roche did. I bet that was the last draw. The dramatic decline in the dollar plus a sentiment that has spawn...
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Bullish on DNA ...
DNA
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+2.29%
in
511 days
Analysts' Recommendation: Buy 30 Days Ago: Buy Analysts' Target: $83 Analysts' Targets Deutsche Bank Securities $83 Accumulate Thursday, June 19, 2008 RBC Capital Markets $84 Outperform Monday, February 25, 2008 Jefferies & Co. $78 Accumulate Monday, February 25, 2008 Lazard Capital Markets $87 Strong Buy Monday, February 25, 2008 Lehman Brothers $70 Equalweight Monday, February 25, 2008 Friedman, Billings, Ramsey & C $76 Hold Monday, February 25, 2008 UBS Securities $95 Add ...
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S&P Fair Value :$93.80
DNA
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+3.49%
in
517 days
Per the S&P: <> Although we consider DNA a core biotechnology holding, we see the shares as appropriately valued, given slowing growth trends across the product portfolio.We see recent FDA accelerated Avastin approval in metastatic breast cancer supporting the shares, preserving prior offlabel prescribing, and expect full approval as new studies confirm progression-free survival trends.We remain positive on DNA's long-term pipeline, with 15 new compounds entering clinical study in the first two years of a five-year, 30 new compound goal, and see DNA well positioned to benefit from robust f...
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