Category: Prohost Letters

Confirmed as Therapeutic Molecules, Alnylam’s RNAI Made the Most Important News of the Week and the Year

Confirmed as Therapeutic Molecules, Alnylam’s RNAI Made the Most Important News of the Week and the Year

The Week in Review #5 ALNYLAM (ALNY) and Sanofi Genzyme, the specialty care global business unit of Sanofi announced that the APOLLO Phase 3 study of patisiran, an investigational RNAi therapeutic for hereditary ATTR amyloidosis with polyneuropathy, met its primary efficacy endpoint and all secondary endpoints. The primary endpoint for the study was the change from baseline in the modified neuropathy impairment score (mNIS+7) at …
Prohost Letter #413

Prohost Letter #413

Prohost Letter #413 FROM BIOTECH TO BIOPHARMA - New research, new findings, new discoveries of trustworthy and doubtful biomarkers more understanding of genomics and proteomics, in addition to more breakthrough diagnostic procedures, are all gifts of the life-science revolution. This revolution started with molecular biology, the discovery of the DNA and its functions, which was the prelude to genomic understanding, gene sequencing, and genetic engineering and …
Some Small Outperforming Biotech Firms

Some Small Outperforming Biotech Firms

The Week in Review #4 AMAZING STOCK REBOUNDING - We have already witnessed and wrote about the fierce rebounding of some of our selected stocks comprising: Exelixis (EXEL), Sangamo (SGMO), Array (ARRY), ImmunoGen (IMGN) and others . . . This content is for paid subscribers. Please click here to subscribe or here to log in.
Some Good and Bad Stories

Some Good and Bad Stories

The Week in Review #2 The Fairest Upgrades of the Week - Some analysts gave a generous and well measured dose of fairness evaluating biotech firms’ accomplishments. Credit Swiss upgrades Portola Pharmaceuticals (PTLA) from neutral to outperform while maintaining its $70 target . . . This content is for paid subscribers. Please click here to subscribe or here to log in.
The STAR of the Week

The STAR of the Week

THE WEEK IN REVIEW Wall Street As we said in yesterday’s article posted under Today’s Highlights, stocks can plummet at any time, regardless of whether they have the best or the worst grades for their financial or accomplishments reports. Stocks can falter (yet quickly recover) for various reasons, as their prices are decided by thousands of stocks exchanging hands between sellers who need to sell …
Prohost Letter #412 Part 3

Prohost Letter #412 Part 3

Prohost Letter #412 Part 3 GLIOBLASTOMA - Is There Hope? Senator John McCain was diagnosed with a malignant brain tumor, glioblastoma – the most common and aggressive form of brain cancer. The cancer is so aggressive that most surgeries did not provide survival. This brain cancer affects around 3 people out of 100,000 in the U.S., with men more than women and whites more than other …
Prohost Letter #412 Part 2

Prohost Letter #412 Part 2

Prohost Letter #412 Part 2 Living Breakthroughs in The Making - Understanding the origin of diseases or the reasons for their resistance and devastation is the road towards designing the right treatments. Research published about novel approaches or new entity drugs that promise better safety efficacy, in addition to saving lives, should be of interest to investors even when the promising research is conducted by …
Prohost Letter #412 Part 1

Prohost Letter #412 Part 1

Prohost Letter #412 Part 1 Updating Our Targets - This Letter will be of three parts. The first part (today’s  issue)aims at presenting our adjusted targets based on current news and updates related to the Prohost picks. A Case in Point - PORTOLA - For example, Portola (PTLA) has recently been granted FDA approval for its Factor 10 (FX) inhibitor anticoagulant drug Bevyxxa (betrixaban . …
Prohost Letter #411

Prohost Letter #411

Prohost Letter #411 SOME STOCK RALLYING NEWS - Under normal conditions, some good news should rally the stocks of the firms that the news belong to them. During the past six months, Amgen (AMGN) announced a series of good news that seem to have fallen on deaf ears. Yesterday Amgen announced some positive results from three approved and one experimental products – all the news …
Prohost Letter #410

Prohost Letter #410

Prohost Letter #410 JUNE PDUFA DAYS This month, the FDA will decide on the approvals of drugs belonging to companies that Prohost has picked for investment. Usually, granting approvals rallies the stocks of the drugs’ developing firms. Sending Complete Response Letters for demands that might delay approvals would cut a substantial percentage of the stocks’ values, while rejections would cause the stocks to falter. Let’s …
Prohost Letter #409

Prohost Letter #409

Prohost Letter #409 ASCO The American Society of Clinical Oncology (ASCO) meeting is around the corner. The Meeting, which will begin on Friday June 2, 2017 and will end on Monday 5, 2017 will be different than the past years for many reasons, including the following: -­ Checkpoint inhibition as Immunotherapy for cancer treatment moved from wishful thinking a decade ago, to promising cancer treatments …
Prohost Letter #408

Prohost Letter #408

Prohost Letter #408 AT A GLANCE - Continued from the Previous Prohost Letter #408 In the Past issue #407, we picked the following firms: NEUROCRINE BIOSCIENCES (NBIX) Treating Tardive Dyskinesia CYTOMX Improving On Cancer Immunotherapy CELYAD SA (CYAD) Bringing Solutions To Immunotherapy Problems Please Read the articles written about these firms in the Issue #407 In This Issue We Add  NEW LINK GENETICS...
Prohost Letter #407

Prohost Letter #407

Prohost Letter #407 AT A GLANCE - Firms Added to Prohost Portfolio PROHOST IS PICKING NEUROCRINE BIOSCIENCES   On March 27, a few days before the FDA approves Neurocrine’s (NBIX) drug Ingrezza, (valbenazine) capsules for adults with tardive dyskinesia (TD), we posted an article titled “Time for Transformation and Achievements”. In the article, we stated that Neurocrine Sciences Ingrezza will highlight Neurocrine Biosciences and its …
Prohost Letter #406

Prohost Letter #406

Prohost Letter #406 A Special Prohost Issue SYNOPSIS REASONS FOR THE FOLLOWING PROHOST PICKS RALLIES VERTEX Vertex (VRTX): Great news about 2016 revenues & earnings Growth and pipeline. FROM YESTERDAY: Tremendous Revenues Growth. Cystic fibrosis (CF) revenues grew up around 75%. FOR TOMORROW:  Boosting  the  pipeline  value  by Advancing CF novel correctors into Phase 2 trials while Producing and advancing new CF correctors. PROJECTIONS: Continued …
Prohost Letter #405

Prohost Letter #405

Prohost Letter #405 Synthetic Biology (3) We have already decided upon becoming shareholders the day synthetic biology firm called Synthetic Genomics turns public. We reiterate that firms specialized in synthetic biology are numerous private and publicly traded. Some are promising, others are walking in place and a few have plummeted. With the general underperformance of synthetic biology stocks, many shareholders abandoned ship. Investors felt that …
Prohost Letter #404 Part 2

Prohost Letter #404 Part 2

Prohost Letter #404 Part 2 Synthetic Biology (2) A Brief History DNA is the software of life. This is how Synthetic Genomics firm, which we believe is now is the leading biotech firm for applied synthetic biology. Synthetic Genomics is still a private firm in spite of that thousands of investors are impatiently waiting for it to turn public and it will. So stay tuned. …
Prohost Letter #403 Part 2

Prohost Letter #403 Part 2

Prohost Letter #403 Part 2 Continued From Wednesday Instead of continuing yesterday article about Agenus, we decided to post it all so that the reader can find it in one place. Important changes and additions have been made especially under the headline “Near-­Term Priorities, Possibilities and Catalysts”, which are important to read. Learning More About AGENUS Since its inception, Agenus (AGEN), previously known as Antigenics, …
Prohost Letter #403 Part 1

Prohost Letter #403 Part 1

ProhostLetter #403 Part 1 On December 8, 2016 under News & Comments Prohost commented on President Elect Trump’s statement that he is going to bring down the exorbitant drug prices. The Skyrocketing Prices of Drugs Like everybody else we happen to talk to, we agree that the prices of drugs have skyrocketed to a level that made them unaffordable. It is a serious problem that …