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Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~ 1 month, Updated Credit Suisse, Jefferies, BioFest links, Incyte RA presentation
Aegis Capital Growth Conference
10/7-9
http://wsw.com/webcast/aegis2/
SFE Investor Day
10/8
Nektar R&D Day
10/8
http://edge.media-server.com/m/p/sgdqjdsh
Vertex NACFC Investor Event
10/9 6:15 PM MST (IR page has at 9:15PM EST)
https://event.webcasts.com/starthere.jsp?ei=1079512
MGNX R&D Day in NY
10/13
http://ir.macrogenics.com/events.cfm
http://edge.media-server.com/m/p/2jfzvzkv
QURE R&D Day
10/15
AGIO R&D Day
10/16
14th Annual BIO Investor Forum
10/20-21
https://www.bio.org/events/conferences/14th-annual-bio-investor-forum
Biogen Announces Webcast of Investor R&D Day
11/3 10:15am
http://investors.biogen.com/events-and-webcasts
AGN Investor Day webcast
11/4 11am - 4pm
http://ir.allergan.com/phoenix.zhtml?c=65778&p=irol-EventDetails&EventId=5206702
Citi Global Healthcare Conference
11/4-5
https://www.citievents.com/Metron/forms/MeetingFormFiller.aspx?id=30631ffa-1c36-4589-8bd2-6aa8a92a7814
Credit Suisse Annual Healthcare Conference
11/9-12
https://cc.talkpoint.com/cred001/110915a_ae/
Incyte RA-BEGIN and RA-BEAM presented/call
11/11 9:00am
http://investor.incyte.com/phoenix.zhtml?c=69764&p=irol-calendar
Barclays SMID Cap Conference
11/16
Stifel Healthcare Conference
11/17-18
http://www.tweisel.com/Stifel/ConferencesAndEvents/Webcasts/
Canaccord Genuity Medical Technology and Diagnostics Forum
11/19
http://www.canaccordgenuity.com/en/cm/News-Events/Events/
Jefferies Global Healthcare Conference
11/18-19
http://wsw.com/webcast/jeff92/
BioFEST
11/19-20
http://www.biofest.in/2015/main/
Piper Jaffray Healthcare Conference
12/1-2
http://www.piperjaffray.com/2col.aspx?id=365
Lilly Animal Health and Alzheimer's Disease Review
12/8
https://investor.lilly.com/eventdetail.cfm?eventid=161845
Oppenheimer 26th Annual Healthcare Conference
12/8-9
Biotech Showcase 2016
1/11-15
J.P. Morgan 34th Annual Healthcare Conference
1/11-15
--
Procedure for Updating Calendar
When adding or modifying entries, please follow these steps:
1. Copy the complete text from the old calendar.
2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
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Thanks excel appreciate the board and your efforts.
Thanks also to SSKILLZ1 for maintaining all the stats and promptly posting updates!
VRTX:
I am not as big a fan of VRTX management. Their BD leaves a lot to be desired and their current success in CF nearly didn't happen (going by the second book on the company). In HCV they should have been what Gilead is today they were the dominant player and in a couple of years it went to nothing.
I will give them credit on having very good science/discovery being one of the first to successfully develop drugs rationally. But again they seem to have a pretty arrogant attitude and spending within their means never seemed to be a concern for management.
I'll also give them credit on the CF launch and the number of patients on Orkambi in such a short time is quite impressive and surely their CF franchise will be huge... lets see if they've learned from their HCV blunder and hold on to their dominance (I am long GLPG ).
For anyone interested I think this is where one can get the raw AE data. I've never tried going through it with a DB tool so don't know how hard/easy it is.
http://www.fda.gov/Drugs/GuidanceComplianceRegulatoryInformation/Surveillance/AdverseDrugEffects/ucm082193.htm
After I saw the news I wondered if someone with more DD could have suspected. Not that I would have thought to look especially since I sold my ENTA position some time ago (far from the peak I'm not that smart ). But a poster who used to post infrequently here (thebusyant) had started a website to track the public FDA AE's database (in a more readable/searchable form). I didn't pay but in the free (limited results) there are clearly liver tox AE's and one death would be interesting if in a full search it would be more evident.
Don't know if this link will work
http://fdable.com/basic_query/aers/ed5df2492c6737819fdf6fb5994a2d2a
if not can just go to the site and search for "Viekira"
I agree with you and suspect many would be willing to try given the severity of disease plus the study supposedly enrolled very advanced patients. One of the patient's spouse sold their car to get drug after the study finished [while waiting for nvs program to supply drug] according to one article I saw.
There was some discussion and some links on SI the other day of anyone is interested
http://www.siliconinvestor.com/readmsg.aspx?msgid=30279575
Here is a direct link to the BIO CEO Presenting companies with links for Webcasts (for those webcasting)
https://www.bio.org/events/conferences/2015-presenting-companies
I haven't bought a pure GT company if I do any time soon it may be QURE. I like that they are focusing internally on rare diseases.
I am still cautious about long term consequences but in (some) rare diseases there may be a bit more room especially if greater efficacy is obtainable.
My other main concern (From an investment standpoint great for patients though) is that I'm not sure how high a hurdle to entry gene therapy is. Granted some may be better than others but it seems every couple days we hear about some university program being licensed.
PTCT:
Will the EMA revoke Translarna’s conditional approval? (Did anyone ask about this on today’s CC?)
PTCT Webcast/ Slide Deck Direct Links:
http://edge.media-server.com/m/p/4do2zbnd
http://files.shareholder.com/downloads/PTCT/802217692x0x854777/D3E48095-4972-4E6E-A533-E143B1090571/PTC_2015-10-15_ACT_DMD_slides_public_call_Thurs_5pm.pdf
Available on IR events page:
http://ir.ptcbio.com/events.cfm
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~ 1 month, Added several company Analyst/Investor events, Consolidated linked events, Added October - January events
BAML Global Healthcare Conference
9/16-18
Morgan Stanley 2015 Healthcare Conference
9/16-18
https://cc.talkpoint.com/morg007/091615a_ae/
ARWR ARC-520 Analyst Day Hep B Candidate
9/24/15 11:00am
http://ir.arrowheadresearch.com/events.cfm
ALNY RNAi Roundtable Popheria
9/24/15
EXEL Investor/Analyst Webcast to Review METEOR Data
9/26/15 12:30-2:00 p.m
1st Annual Ladenburg Thalmann Healthcare Conference
9/29
http://wsw.com/webcast/ladenburg/
Leerink Rare Disease Roundtable
9/30
http://leerink.metameetings.com/confbook/rd15/agenda.php
Leerink Partners Immuno-Oncology Roundtable
10/1
SRPT Data presented also plan to host investor conference
10/1?
Progenics R&D Day
10/1 4:30pm ET
http://www.wsw.com/webcast/cc/pgnx/
MSTX Mast Therapeutics To Host Analyst & Investor Day
10/7
Aegis Capital Growth Conference
10/7-9
http://wsw.com/webcast/aegis2/
SFE Investor Day
10/8
Nektar R&D Day
10/8
http://edge.media-server.com/m/p/sgdqjdsh
Vertex NACFC Investor Event
10/9 6:15 PM MST (IR page has at 9:15PM EST)
https://event.webcasts.com/starthere.jsp?ei=1079512
MGNX R&D Day in NY
10/13
http://ir.macrogenics.com/events.cfm
http://edge.media-server.com/m/p/2jfzvzkv
QURE R&D Day
10/15
AGIO R&D Day
10/16
14th Annual BIO Investor Forum
10/20-21
https://www.bio.org/events/conferences/14th-annual-bio-investor-forum
Biogen Announces Webcast of Investor R&D Day
11/3 10:15am
http://investors.biogen.com/events-and-webcasts
AGN Investor Day webcast
11/4 11am - 4pm
http://ir.allergan.com/phoenix.zhtml?c=65778&p=irol-EventDetails&EventId=5206702
Citi Global Healthcare Conference
11/4-5
https://www.citievents.com/Metron/forms/MeetingFormFiller.aspx?id=30631ffa-1c36-4589-8bd2-6aa8a92a7814
Credit Suisse Annual Healthcare Conference
11/9-12
https://www.credit-suisse.com/us/en/investment-banking/client-offering/corporate-access/events-calendar/conferences.html
Barclays SMID Cap Conference
11/16
Stifel Healthcare Conference
11/17-18
http://www.tweisel.com/Stifel/ConferencesAndEvents/Webcasts/
Canaccord Genuity Medical Technology and Diagnostics Forum
11/19
http://www.canaccordgenuity.com/en/cm/News-Events/Events/
Jefferies Global Healthcare Conference
11/18-19
http://www.jefferies.com/OurFirm/Conferences/325/248
BioFEST
11/19-20
Piper Jaffray Healthcare Conference
12/1-2
http://www.piperjaffray.com/2col.aspx?id=365
Lilly Animal Health and Alzheimer's Disease Review
12/8
https://investor.lilly.com/eventdetail.cfm?eventid=161845
Oppenheimer 26th Annual Healthcare Conference
12/8-9
Biotech Showcase 2016
1/11-15
J.P. Morgan 34th Annual Healthcare Conference
1/11-15
--
Procedure for Updating Calendar
When adding or modifying entries, please follow these steps:
1. Copy the complete text from the old calendar.
2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
4. Post the updated calendar in a new message as a reply to the message with the old calendar.
Vertex NACFC Investor Event
Fri, Oct 9, 2015 6:15 PM MST (IR page has at 9:15PM EST)
https://event.webcasts.com/starthere.jsp?ei=1079512
NKTR R&D Day Webcast just starting:
http://edge.media-server.com/m/p/sgdqjdsh
Thanks excel for the PM and I appreciate your efforts over the years!
Appreciate SSKILLZ1 keeping the stats for the contests too.
Looks like the AASLD Abstracts are available in one PDF (warnings its 55 meg)
http://www.aasld.org/events-professional-development/liver-meeting/program-0/2015-abstracts-full-text
Direct link to pdf:
http://www.aasld.org/sites/default/files/2015SupplementFULLTEXT.pdf
Wildcard Winners: Astros and Cubs
Royals, Blue Jays, Cubs, Dodgers
Blue Jays, Cubs
Blue Jays in 6
38
I don't recall hearing it but does anyone know the statistical plan they are following for the primary endpoint? The reason I ask is I noticed the primary endpoint is listed as several time points so I am wondering if there is some sort of repeated measures of all the time points and not just at 48 weeks
Primary Outcome Measures:
Change in 6-Minute Walk Test (6MWT) distance from baseline [ Time Frame: Baseline, Weeks 12, 24, 36, 48 ]
Thanks again for the details here and on twitter, I learned a few things today!
I didn't change my position in SRPT though I acknowledge the risks. I just like to point out that besides 6 minute walk the continued ambulation (of all but the two who lost it early) and lung function measures also help to support the data package. As BMRN CEO likes to say I think the totality of the data in the light of no approved agents and a (extremely) strong parent lobbying effort will make the hurdle about as low as possible. The safety data from on-going studies may be enough to help reduce the risk of approving a drug with what may be modest efficacy.
BMRN:
Perhaps a bit of a delayed reaction to them regain rights to their PKU franchise. I had been thinking that PEG-PAL could be a 1B product for some time though some set backs made me think I overshot but today JJ said the franchise (both Kuvan and PEG-PAL) could be 1B. I doubt the street had forecast such high peek sales.
I think Serono was in an awkward position especially as PEG-PAL nears the market. I hadn't realize no registration plan was even started yet for EU. On call said that 5 years ago tried to reacquire but couldn't agree on terms now with them not focusing on neurology were able to come to terms.
To me the keys for better adoption are:
1-Can BMRN show neurocognitive benefit
2-Can they eliminate the diet for a great percentage of patients
3-An easier way to monitor PFE level (their attempts at a home unit failed)
4-Easier dosing schedule regimin. THe induction dosing seemed awkward and I would have liked to see them have a less frequent dosing schedule as originally thought.
They said Kuvan is commanding around 180k on average per patient. So that is likely a floor for PEG-PAL.
Their 190 program (for a form of Batten disease) could turn out to be a very big product too in the nearer term. They've said about getting positive feedback from regulators and seems like 1 trial will be what they file on. From some tweets there was a father outside the Leerink conference trying to get attention to get drug for his daughter. It is really a terrible disease which seems like (though still very rare) is more common then originally thought and the drug has a real chance to slow the disease (extend life meaningfully).
Progenics R&D Day
10/1 4:30pm ET
http://ir.progenics.com/events.cfm
http://www.wsw.com/webcast/cc/pgnx/
BMRN: BioMarin to Acquire Rights to Phenylketonuria (PKU) Franchise From Merck Serono
http://investors.bmrn.com/releasedetail.cfm?ReleaseID=934634
CC Link 8:30am ET: http://edge.media-server.com/m/p/4suk47qn
Strengthens and Expands BioMarin's Leadership Position Serving PKU Patients with Rights to Both Kuvan® (sapropterin dihydrochloride) and Pegvaliase Beyond North America
2016 Full-year Guidance for Kuvan Expected to be Between $320M-$350M including $70M-$80M in New Revenue from ROW Territories
Starting January 1, 2016 BioMarin will Commercialize and Record Sales of Kuvan in an Additional 55 Countries Already Served by BioMarin
Investor Call to be Held Today, October 1 at 8:30am ET/5:30am PT
SAN RAFAEL, Calif., Oct. 1, 2015 (GLOBE NEWSWIRE) -- BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), today announced that it has acquired all global rights to Kuvan® (sapropterin dihydrochloride) and pegvaliase from Merck Serono (Merck). Under the terms of the agreement, BioMarin will provide Merck with an upfront payment of €340 million. An additional €60 million in milestones will be paid to Merck if combined sales of Kuvan and pegvaliase reach undisclosed cumulative sales thresholds. In addition, €125 million will be paid to Merck for regulatory milestones related to pegvaliase. Previously, BioMarin had exclusive rights to Kuvan in the United States and Canada and to pegvaliase in the United States and Japan. Under the terms of the transaction, BioMarin will now have exclusive worldwide rights to Kuvan and pegvaliase with the exception of Kuvan in Japan. Approved in 2007 in the U.S., Kuvan is a commercialized product for the treatment of patients with phenylketonuria (PKU). Pegvaliase is currently in registration-enabling pivotal studies as a potential therapeutic option for adult patients with phenylketonuria. With the potential approval of pegvaliase, the two products combined will expand and globalize BioMarin's leadership position by offering a wider range of treatment options to patients worldwide with PKU.
In 2005, Merck acquired from BioMarin the exclusive rights to Kuvan and the option to develop pegvaliase in markets outside of the U.S. and Japan. By regaining these rights to both products, BioMarin has the opportunity to expand its commercial efforts across the Company's global territories. Kuvan is currently sold by Merck in many countries where BioMarin has a commercial presence for both Naglazyme® (galsulfase) and Vimizim® (elosulfase alfa). Kuvan has Orphan Drug exclusivity in Europe until 2020. Upon closing of the transaction in January 2016, BioMarin will record all sales and profits of Kuvan.
"This is an excellent transaction for BioMarin as it provides numerous operational and strategic synergies for the Company," said Jean-Jacques Bienaimé, Chairman and Chief Executive Officer of BioMarin. "We will leverage our established worldwide infrastructure and strong relationships within the PKU community to ensure that patients globally have access to Kuvan, and potentially pegvaliase upon approval. We look forward to expanding our PKU franchise beyond the US and Canadian markets and into our existing commercial footprint of about 60 countries where Kuvan is currently sold."
2016 Full-year Kuvan Guidance
Starting in January 2016, BioMarin will begin commercializing and recording revenue from all global sales of Kuvan, with the exception of Japan. The addition of new Kuvan revenue in 2016 from territories previously held by Merck will result in increased full-year revenue for BioMarin. Revenue from new ROW territories outside of the US is expected to be between $70 million to $80 million in 2016. Total Kuvan revenue to BioMarin for full-year 2016 is expected to be between $320 million and $350 million, including revenue from new ROW territories. BioMarin expects to transition commercialization activities from Merck over the next 6-12 months, and will evaluate opportunities to leverage its global commercial infrastructure to drive further growth of Kuvan in these new territories. The transaction is expected to be accretive to non-GAAP earnings beginning in 2016 and accretive to GAAP earnings in 2018.
Conference Call Details
BioMarin will host a conference call and webcast to discuss the acquisition of the global PKU franchise from Merck Serono on October 1 at 8:30am ET/5:30am PT. This event can be accessed on the investor section of the BioMarin website at www.BMRN.com.
U.S. / Canada Dial-in Number: 877.303.6313
International Dial-in Number: 631.813.4734
Conference ID: 50222632
Replay Dial-in Number: 855.859.2056
Replay International Dial-in Number: 404.537.3406
Conference ID: 50222632
About Phenylketonuria (PKU)
Phenylketonuria (PKU) is an autosomal recessive genetic disorder caused by a defect or a deficiency of the enzyme phenylalanine hydroxylase (PAH) or its cofactor tetrahydrobiopterin (BH4). PAH is required for the metabolism of phenylalanine, an essential amino acid found in all protein-containing foods. The prevalence of PKU in BioMarin global commercial territories is estimated to be approximately 50,000. If PKU patients are not treated with a phenylalanine-restricted diet, phenylalanine will accumulate in the blood and brain to abnormally high levels, thereby resulting in a variety of complications including mental retardation and brain damage, mental illness, seizures and tremors, and clinically significant cognitive problems. Universal systematic newborn screening programs were developed in the 1960s and early 1970s to enable diagnosis of all patients with PKU patients at birth.
Leerink Partners Immuno-Oncology Roundtable on Thursday, October 1
http://leerink.metameetings.com/confbook/immunooncology15/agenda.php
Sarepta Therapeutics Inc to Discuss Corporate Update and Report on Recent Data from Phase IIb Study of Eteplirsen for Duchenne Muscular Dystrophy Conference Call
Thursday, October 1, 2015 7:00 a.m. ET
http://investorrelations.sarepta.com/phoenix.zhtml?c=64231&p=irol-newsArticle&ID=2090453
http://edge.media-server.com/m/p/r3ugy959
Leerink Rare Disease Roundtable
Today (9/30)
http://leerink.metameetings.com/confbook/rd15/agenda.php
I forgot to add that I certainly believe the asset is more valuable today then 2012!
I know a lot of people (myself included) are sick of all the discussion on
Martin Shkreli/Daraprim for those who aren't I thought this interview/discussion was quite good actually
Joining him were Luke Timmerman, John Carroll, Meghana Keshavan and host Chris Seper
I was genuinely surprised. I thought if Abbvie-494 data was good they would take both forward or at least shelf one and take one forward using the other for a backup/other indications.
I thought if Abbvie were not inclined to take if forward that there is some hidden risk to the asset which would make filgotinib a risky asset and GLPG a risky investment as a whole.
Having digested the releases and call and some time to reflect from what is public I think Abbvie's drug is not substantial differentiated and >= filgotinib in terms of risk (they have much less patient data especially on QD as they intended to go and only 12 weeks too). I think the economics played into it as much as anything.
I actually didn't think the deal terms when they signed it were terrible. Till the S-1 the royalty rate wasn't clear and that I thought was a bit low. Getting the leader in the space as a partner though was a big plus.
What deal I thought was terrible was their CF deal.
1. They had said they were going to go at it alone in CF.
2. CF is an area where they could really go at it alone.
3. The asset was quite early and relatively cheap to develop further.
4. The upfront terms were not significant enough to me to warrant reducing the risk. Additionally on the back end the royalty rate was not high enough to give sufficient upside.
The only possible saving grace for partnering with Abbvie in CF which I do not know is if Abbvie contribution including meaningful compounds/technology. Its not clear to me what was contributed by Abbvie to this collaboration.
GLPG Call:
GLPG said very happy to get compound back unencumbered though acknowledging they were very surprised by decision. They were in contact with ABBV as late as yesterday without mention of this.
A couple notes from the call (going by memory and the connection was bad so take as is):
1. Notified by ABBV shortly before PR (CEO was looking up times on his computer but didn't catch so may have been simultaneous even)
2. On twitter I eluded to a comment in ABBV's PR about more certain path forward and when asked said only thing that could imagine is the male dosing issue (said to check with ABBV). Said GLPG strongly disagrees with this.
3. Had engaged 8 partners on non-confidential basis with public data. In coming weeks imagine will engage more and further some to confidentiality agreements.
4. CF partnership not affected.
5. Chrohn's program would be about 1 year ahead of ABBV's 494
6. Plan end of Phase 2 for filgotinib early '16. Phase 3 likely start after have partner input on design.
7. For Phase 3 dose thinking 12 weeks BID followed by QD dosing (didn't catch the dose)
8. Estimated $150 million for Phase 3 costs
Maybe a few other comments before/after the call on this guys stream
https://twitter.com/MauriceOnTW/with_replies
CNAT:
The replay is now available at:
http://edge.media-server.com/m/p/roff8dow
Link to slide presentation: http://ir.conatuspharma.com/common/download/download.cfm?companyid=AMDA-20JRI1&fileid=851556&filekey=F4348FC3-A4D1-46F6-9094-2C1E74EA471E&filename=Conatus_Portal_Hypertension_150924.pdf
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Removed entries > ~ 1 month, Added several company Analyst/Investor events, Added Leerink Partners Immuno-Oncology Roundtable, Added link for Ladenburg
Rodman & Renshaw 17th Annual Global Investment Conference
9/8-10
http://wsw.com/webcast/rrshq25/
FBR Second Annual Healthcare Conference
9/9
http://www.fbr.com/Company/Events.aspx
Baird's 2015 Health Care Conference
9/9-10
http://wsw.com/webcast/baird43/
Citi’s 10th Annual Biotech Conference
9/9-10
Goldman Sachs European Medtech and Healthcare Services Conference
9/9-10
2015 Wells Fargo Healthcare Conference
9/9-10
https://cc.talkpoint.com/well001/090915a_ae/
BioCentury 22nd Annual NewsMakers in the Biotech Industry Conference
9/10
http://www.biocentury.com/conferences/newsmakers/dates
BAML Global Healthcare Conference
9/16-18
Morgan Stanley 2015 Healthcare Conference
9/16-18
https://cc.talkpoint.com/morg007/091615a_ae/
ARWR ARC-520 Analyst Day Hep B Candidate
9/24/15 11:00am
http://ir.arrowheadresearch.com/events.cfm
ALNY RNAi Roundtable Popheria
9/24/15
EXEL Investor/Analyst Webcast to Review METEOR Data
9/26/15 12:30-2:00 p.m
1st Annual Ladenburg Thalmann Healthcare Conference
9/29
http://wsw.com/webcast/ladenburg/
Leerink Partners Immuno-Oncology Roundtable
10/1
SRPT Data presented also plan to host investor conference
10/1?
MSTX Mast Therapeutics To Host Analyst & Investor Day
10/7
Aegis Capital Growth Conference
10/7-9
SFE Investor Day
10/8
Nektar R&D Day
10/8
MGNX R&D Day in NY
10/13
Stifel Healthcare Conference
11/17-18
Piper Jaffray Healthcare Conference
12/1-2
Lilly Animal Health and Alzheimer's Disease Review
12/8
https://investor.lilly.com/eventdetail.cfm?eventid=161845
--
Procedure for Updating Calendar
When adding or modifying entries, please follow these steps:
1. Copy the complete text from the old calendar.
2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
4. Post the updated calendar in a new message as a reply to the message with the old calendar.
Unless Turing only acquired US rights for Daraprim, was there even anything in Clinton's proposal that would stop this type of price increase?
It seems politicians like to play to what is popular and I worry that some of the innovation could be lost with excess regulaton.
One argument I didn't see made about the Daraprim situation is the total cost to the health care system would still be quite small. Considering the intent and cost of the increase would be paid by insurance/government the uproar is more about perception rather than economic impact.
Additionally while not immediate I imagine capitalism would play in and the price increase would draw competitors/innovators. The PAH (which I think is an excessively crowded field now) is a good example of high prices drawing competitors and now we are getting to the point where generics are entering.
A fair criticism of Shkreli is he is following a strategy he was publicly critical of.
The Promoting Life-Saving New Therapies for Neonates Act of 2015: A New Twist on Transferable Vouchers
http://www.fdalawblog.net/fda_law_blog_hyman_phelps/2015/09/the-promoting-life-saving-new-therapies-for-neonates-act-of-2015-a-new-twist-on-transferable-voucher.html
There’s also the concept of so-called “wildcard exclusivity” proposed in one version of the 21st Century Cures Act. A provision in the bill would allow a sponsor to convey a portion of its exclusivity to apply with respect to one or more other drugs (see our previous post here). Such conveyance could include the sale of exclusivity from one company to another company and would also apply to Orange Book-listed patents.
Does it smell like a financing is coming ?
CANF:
What I thought even more amazing then the price move is the volume. Going by Yahoo 38M vs. 10.6M outstanding on no meaningful news! How is that even possible?
Foundation Medicine 2015 Investor & Analyst Day
From 9/15
http://edge.media-server.com/m/p/sz8czdhq
ImmunoGen, Inc. Analyst & Investor Day
Friday, September 18, 2015, 8:30 am EDT
http://edge.media-server.com/m/p/gr83wauq
Here is a direct link for the Biocentury webcasts this past thursday 9/10
(registration required)
http://www.wsw.com/webcast/biocentury/
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Added Wells Fargo, Morgan Stanley link
Wedbush Life Sciences Management Access Conference
8/11-12
http://wsw.com/webcast/wedbush30/
35th Annual Canaccord Genuity Growth Conference
8/12-13
http://wsw.com/webcast/canaccord18/
Sidoti Emerging Growth Conference
9/2
http://www.webcaster4.com/Webcast/ListenPage?companyId=1223&webcastId=10211
Rodman & Renshaw 17th Annual Global Investment Conference
9/8-10
http://wsw.com/webcast/rrshq25/
FBR Second Annual Healthcare Conference
9/9
http://www.fbr.com/Company/Events.aspx
Baird's 2015 Health Care Conference
9/9-10
http://wsw.com/webcast/baird43/
Citi’s 10th Annual Biotech Conference
9/9-10
Goldman Sachs European Medtech and Healthcare Services Conference
9/9-10
2015 Wells Fargo Healthcare Conference
9/9-10
https://cc.talkpoint.com/well001/090915a_ae/
BioCentury 22nd Annual NewsMakers in the Biotech Industry Conference
9/10
http://www.biocentury.com/conferences/newsmakers/dates
BAML Global Healthcare Conference
9/16-18
Morgan Stanley 2015 Healthcare Conference
9/16-18
https://cc.talkpoint.com/morg007/091615a_ae/
1st Annual Ladenburg Thalmann Healthcare Conference
9/29
Aegis Capital Growth Conference
10/7-9
SFE Investor Day
10/8
Nektar R&D Day
10/8
Stifel Healthcare Conference
11/17-18
Piper Jaffray Healthcare Conference
12/1-2
Lilly Animal Health and Alzheimer's Disease Review
12/8
https://investor.lilly.com/eventdetail.cfm?eventid=161845
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MDCO / ALNY:
There is a webcast and supporting material available on the MDCO website
http://www.themedicinescompany.com/investors/event/medicines-company-and-alnylam-conference-call-discuss-initial-aln-pcssc-phase-1
Webcast Direct link: http://edge.media-server.com/m/p/p5nqhp94
Interesting (before Monday anyway) the market cap of ALNY is ~4x MDCO.