d******8
发帖数: 1972 | 1 http://www.thestreet.com/story/11351242/1/10-biotech-stock-pred
BOSTON (TheStreet) -- Ten biotech predictions for 2012:
1. The Amgen(AMGN_) strategy of returning cash to shareholders in form of
share buybacks, Dutch tender offers and dividends is abandoned in favor of
ramped up acquisitions i.e. Gilead Sciences(GILD_) buying Pharmasset(VRUS_).
Large-cap biotech firms start acting like Big Pharma -- choosing to buy
growth instead of seeking it from internal drug development.
2. After much wrangling, lawmakers pass important PDUFA V legislation but it
's amended to prohibit FDA from issuing drug approval decisions on Friday
evenings.
3. Cancer immunothera-flop: Phase III cancer "vaccine" studies being run by
Merck KGaA and Oncothyreon(ONTY_) (Stimuvax in non-small cell lung cancer)
and Vical(VICL_) (Allovectin in melanoma) both fail. The only positive
clinical news in cancer immunotherapy in 2012 will come from GlaxoSmithKline
(GSK_) with its Mage-A3 therapy, in phase III for melanoma.
4. By the end of the year, one or more of these companies will be gobbled up
in an M&A deal: Seattle Genetics(SGEN_), Celgene(CELG_), Biomarin
Pharmaceuticals(BMRN_), Amag Pharma(AMAG_), Onyx Pharma(ONXX_), Momenta
Pharma(MNTA_)
5. Cell Therapeutics(CTIC_) exits 2012 the same way it started -- with
pixantrone still not approved anywhere. The only changes at the company will
be to its share count and executive compensation -- both higher; and stock
price -- lower.
6. Roche(RHHBY) doesn't buy Aeterna Zentaris(AEZS_) despite a half-dozen
additional Seeking Alpha articles penned by "Jeremy Richards" claiming
otherwise.
7. Leucovorin shortages end, so too does Spectrum Pharma's(SPPI_) fairytale
ride.
8. Vertex Pharma's(VTX) cystic fibrosis drug Kalydeco will be approved. More
importantly, studies testing Kalydeco combined with other Vertex's cystic
fibrosis drugs will show strong benefit in a larger swath of patients.
Vertex becomes a cystic fibrosis company. Hepatitis C? What's that?
9. FDA rejects obesity drugs from Arena Pharmaceuticals(ARNA_) and Vivus(
VVUS_) for a second time.
10. Celgene(CELG) will be the best-performing large-cap (market cap greater
than $10 billion) biotech stock in 2012.
Happy 2012! If you have predictions of your own for the coming year, please
share in the comments section below.
Here's a look back at how well my 2011 predictions fared:
1. Cell Therapeutics will increase its share count to 2 billion, followed by
a 60:1 reverse stock split. Pixantrone still isn't approved.
Correct. My numbers were off a bit. Cell Therapeutics didn't bloat its share
count quite that high but came close. Pixantrone still not approved. | j*****2
发帖数: 306 | 2 SPPI is not only about Leucovorin shortages, he will dead wrong on SPPI once
again.
).
it
【在 d******8 的大作中提到】
: http://www.thestreet.com/story/11351242/1/10-biotech-stock-pred
: BOSTON (TheStreet) -- Ten biotech predictions for 2012:
: 1. The Amgen(AMGN_) strategy of returning cash to shareholders in form of
: share buybacks, Dutch tender offers and dividends is abandoned in favor of
: ramped up acquisitions i.e. Gilead Sciences(GILD_) buying Pharmasset(VRUS_).
: Large-cap biotech firms start acting like Big Pharma -- choosing to buy
: growth instead of seeking it from internal drug development.
: 2. After much wrangling, lawmakers pass important PDUFA V legislation but it
: 's amended to prohibit FDA from issuing drug approval decisions on Friday
: evenings.
| t******o
发帖数: 6493 | | b*****h
发帖数: 783 | 4 be careful about that, most current value of sppi is coming from the sales
of Fusilev. If there is any sign of dropping of Fusilev's sale, SPPI price
will tank a lot.
once
【在 j*****2 的大作中提到】
: SPPI is not only about Leucovorin shortages, he will dead wrong on SPPI once
: again.
:
: ).
: it
| j*****2
发帖数: 306 | 5 yes, but I think SPPI's sweet spot is q4, I will close my postion after Q4's
earning..
target 16 to 17.
【在 b*****h 的大作中提到】
: be careful about that, most current value of sppi is coming from the sales
: of Fusilev. If there is any sign of dropping of Fusilev's sale, SPPI price
: will tank a lot.
:
: once
| J********e
发帖数: 341 | 6 VVUS drug will get approved.
).
it
【在 d******8 的大作中提到】
: http://www.thestreet.com/story/11351242/1/10-biotech-stock-pred
: BOSTON (TheStreet) -- Ten biotech predictions for 2012:
: 1. The Amgen(AMGN_) strategy of returning cash to shareholders in form of
: share buybacks, Dutch tender offers and dividends is abandoned in favor of
: ramped up acquisitions i.e. Gilead Sciences(GILD_) buying Pharmasset(VRUS_).
: Large-cap biotech firms start acting like Big Pharma -- choosing to buy
: growth instead of seeking it from internal drug development.
: 2. After much wrangling, lawmakers pass important PDUFA V legislation but it
: 's amended to prohibit FDA from issuing drug approval decisions on Friday
: evenings.
| j*****2
发帖数: 306 | 7 agree VVUS will approve
but what is market potential??
【在 J********e 的大作中提到】
: VVUS drug will get approved.
:
: ).
: it
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