Prohost Letter #436 What Are We Experiencing Now? The bizarre market underperformance progressing rather than regressing and the good economy and the employment gains are the least utilized factors after being the most influential on the stock market performance. We are witnessing the most bullish analysts being confused, hesitating to give their followers a crystal clear explanation about the market’s skepticism, anger and volatility. The …

Prohost Letter #435 The Value of the Biotech Companies A Continuation of Prohost Letter #434 A Recap The biotech near and long-term values, we insist, must be based on the firms’ scientific capabilities, products’ potentials and financial results. In the past months the stocks evaluations by bloggers, and some assessors, have been tailored to mislead investors into serving the purposes of the manipulators’ weird agendas. …

The Week in Review #41 We Are Still Witnessing … The bizarre market performance that started in early 2019: In the past couple of months the great enthusiasm and response of the market to the undeniably strong economic indicators and the lowest unemployment figures turned, for mysterious reasons, to a perturbed-looking volatile market beast. The biotech stocks have given back most of their deserved gains …

Prohost Letter #434 Special Issue The Value of the Biotech Companies With a strong economy and an unemployment rate reaching the lowest percentage in decades we are witnessing strange, if not bizarre, market performance since the beginning of 2019. From the early signs of economic strength the stock market reacted explicitly to positive, economic news. Later, the enthusiastic market turned dispirited and volatile. The biotech …

Prohost Letter #433 Treating Hemoglobinopathies The most common genetic blood disorders are the hemoglobinopathies: sickle cell disease (SCD) and beta-thalassemia. Millions of people around the world are affected by these two conditions in which genetic defects impact the hemoglobin production.We called the past week “The Hemoglobinopathies’ Week”. Important and impacting news came with promising clinical trials data from two products aimed at treating sickle cell …

Prohost Letter #432 The ASCO 2019 Special Edition SPRAYING FEAR The Victims Are The most disturbed victim of the instigated and irrelevant fear against investing in the stock market is the market itself. Indeed, baseless fear campaigns frighten positive investors while encouraging short-selling investors to maximize their selling which intensifies the markets volatility. We have been experiencing this phenomenon since the beginning of 2019. Market …

Prohost Letter #431 Genomes, Genes and Gene Therapies In this issue of the Prohost Letter we focus on genomes, genes and gene therapies. National DNA day is April 25th . On this day we commemorate: James Watson, Francis Crick, Maurice Wilkins, Rosalind Franklin and other of their collegues who published papers on the structure of DNA in 1953. It is an opportunity to celebrate the …

  Conquering NASH Gilead and Novo Nordisk Conquering NASH What was Gilead Sciences' (GILD) announcement at EASL? What is Gilead doing to find effective treatments for NASH? Why would Novo Nordisk's (

Prohost Letter #430 Rheumatoid Arthritis and Gilead The FINCH 1 trial: Has it reached its primary endpoints? How did the drugs respond as compared to placebo; what is the disability index, clinical remission, disease activity rate and safety results? What’s happening with Gilead’s HIV product? Read about Gilead’s collaboration with Galapagos. See how Prohost answers these questions in this issue #430 of the Prohost Letter. …

The Week in Review #39 During the Departed Week Three Prohost Portfolio Picks Hit Their 52-Week Highs The three picks referred to in the above title are, Novartis (NVS), Array (AARY) and Ionis (IONS). Previous Prohost Letters discussed Novartis and Array and continued to remind that they are Prohost favorites. The time has come to take a deeper look at Ionis; starting with the reasons …

Prohost Letter #429 End of the Year Decisions ~ Part 4 We picked for our portfolio what we believed are biotech firms with breakthrough technologies  and promising products. The few firms that failed us in the beginning were lacking good management or suffered from greedy management. Later, when we liked biotech companies, we picked them only when we confirmed their management’s capability and honesty... &nbsp …

The Week in Review #38 SYNOPSIS Good News and Setbacks During the Departed Week from the Prohost Portfolio FIRMS WITH GOOD NEWS SPARK THERAPEUTICS The most important happening, with the most exciting positive impact, has come this time from our picked gene therapy company, Spark Therapeutics (ONCE). It was electrifying news, which announced acquisition by Roche (RHHBY) of Spark Therapeutics; at a price of $114.50 …

From the American Society of Clinical Oncology Genitourinary Cancers Symposium (ASCO GU) Prostate Cancer A presentation by Bayer demonstrated improvement in the treatment of non-metastatic castration-resistant prostate cancer. Separate presentations by Bristol-Myers and Janssen also demonstrated improvement in metastatic castration-resistant prostate cancer. Non-Metastatic Castration Resistant Prostate Cancer Bayer Results from pivotal Phase 3 ARAMIS trial with Bayer’s (BAYRY) and Orion Corporation’s jointly-developed product darolutamide plus …

Prohost Letter #428 End of the Year Decisions ~ Part 3 In Part 3 of this series we selected two firms, both were recently added to the Prohost Portfolio. The first firm, FortySeven (FTSV), focuses on an immunotherapy that differs from the breakthrough blockbuster checkpoint inhibitors on the surface of the T Cells. FortySeven’s products target checkpoint proteins on both cancer cells and macrophage cells. The latter …

Now You See it, Now You Don’t Deliberate Omissions of Real Facts Real facts might be displayed or concealed depending on the news announcers’ or bloggers’ self-interests. The following contains cases of deliberate or unintentional omission of facts that led to the decline of fundamentally sound biotech and biopharmaceutical firms in bullish market during the departed trading week . . . This content is for paid subscribers. Please …

Prohost Letter #427 End of the Year Decisions ~ Part 2 As a result of the unexpected volatility in the stock market, we carefully reassessed each and very stock we picked for the Prohost Portfolio. Consequently, we had to change many of our 2019 targets in all 7 tables which represents the whole portfolio of companies we believe are offering lucrative investment opportunities. On January 3, …

Prohost Letter #426 End of the Year Decisions ~ Part 1 We decided to make this Prohost Letter a guideline of our opinion regarding all the firms we picked for the Prohost Portfolio, rather than the few firms that we promised to elaborate on in the Prohost Portfolio that we posted on January 1, 2019 at the Prohost Biotech website . . . This content …

The NEW Prohost Portfolio Small Important Changes We are making some very small but important changes in our portfolio. Each table represents a sector among the various technological divisions that create more effective products currently being used, or intended to be used, in the management of various illnesses...

The Week in Review #35 Politics and the Market The market tumbled today as Theresa May, the Prime Minister of England, delayed the Brexit vote!  The question becomes, what will be put forth next as a legitimate reason for bringing the market down and eroding investors’ gains? The weather? A war among gangs in a fourth-world country? Maybe the resignation of the chairman of a …

Prohost Letter #425 When Common Sense Fails to Explain the Market Performance It is not unusual for the stock market to be in a selloff mood for a few days. However, in the last couple of months, the market unexpectedly plunged deep into the ocean of the unknown. The exaggerated volatility was nerve-wracking for professional analysts. This is especially true for candid analysts who base …