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Canaccord Genuity 2015 Musculoskeletal Conference
3/24/15
http://wsw.com/webcast/canaccord17/
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 old, Added April-June events
Cowen and Company 35th Annual Health Care Conference
3/2-4
http://wsw.com/webcast/cowen22/
Morgan Stanley European Medtech Conference
3/3
ROTH Capital Partners 27th Annual OC Growth Stock Conference
3/8-11
http://www.wsw.com/webcast/roth29/
Barclays Global Healthcare Conference
3/10-12
http://cc.talkpoint.com/barc002/031015a_ae
BioCentury’s Future Leaders in the Biotech Industry Conference
3/20
http://www.biocentury.com/conferences/futureleaders/dates
14th Annual Needham Healthcare Conference
4/14-15
http://wsw.com/webcast/needham71/
2015 Bloom Burton & Co. Healthcare Investor Conference
5/4-5
http://www.bloomburton.com/conference/
Deutsche Bank 40th Annual Health Care Conference
5/6-7
Baird Growth Stock Conference
5/5-7
http://www.rwbaird.com/ci/conferences/Growth_Stock/1?isPreview=False
Bank of America Merrill Lynch Healthcare Conference
5/11-14
UBS Global Healthcare Conference
5/18-20
http://www.ubs.com/global/en/investment-bank/key-investor-conferences/global.html
http://ubsiconf.dealogic.com/iConference2/Conferences/Custom/List/180?menuItemId=100
BioEquity Europe
5/19-20
http://www.biocentury.com/conferences/bioequityeurope/dates
Jefferies 2015 Global Healthcare Conference
6/1-4
http://wsw.com/webcast/jeff88/
William Blair Annual Growth Stock Conference
6/9
Goldman Sachs Healthcare Conference
6/10-15
BIO International Convention
6/15-18
Rodman & Renshaw 17th Annual Global Investment Conference
9/8-10
http://www.meetmax.com/sched/event_30869/~public/conference_home.html?event_id=30869
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NKTR:
Some slides from todays CC.
I expected Howard to be talking in a more optimistic tone but not only was he rather cautious but the company also issued a cautious 8-k
http://www.sec.gov/Archives/edgar/data/906709/000161577415000495/s100880_8k.htm
Though it failed, I actually thought the results were pretty encouraging and probably much better than the street expected. Too bad HR didn't partner it before not only for obvious reasons but a path forward with a new trial in one of the pre-specified subsets would be more feasible once the partner returned rights to them with some cash
Thanks for your input. With the overly lenient way you treat some of the rare rude posters on your board I certainly wouldn't expect you to be a "Harvey Hater". I view him as a strong science leader running a company that (At the current time at least) would do better with someone more financially oriented. For what its worth of the Biotech's I've owned if I would group CEO's in one of three categories (Doctors, MBA's or Lawyers) I've actually had some of the best success with companies run by Lawyers (I'm sure zipjet will like hearing that ).
ViewRay Incorporated (IPO):
I was watching/listening to their presentation on
http://www.retailroadshow.com/wp/roadshows.asp
Its basically an MRI+radiation machine. Some of the management seems to come from Accuray. Never followed them so don't know if good or bad. The CEO certainly seemed excited/promotional.
I don't believe radiation treatments are going away any time soon despite some of the remarkable science in development so it seems like a very useful device. What I don't know is it really revolutionary or are current methods satisfactory for most radiation treatments.
ARIA:
I suspect over the next few months we will see a real live example with Ariad's likely negotiations with Harvey. I'd predict unvested options get vested and time to exercise gets extended.
Thanks for the explanation.
If you don't mind my asking what is the 3 day rule?
The Company Newsletter was just filed http://www.asx.com.au/asxpdf/20150312/pdf/42x6wmg1p6kpgl.pdf
Its the Contigent Value Right for Lemtrade sales. It was part of the SNY acquisition of Genzyme you can see the terms here:
http://www.sec.gov/Archives/edgar/data/732485/000095012311017162/b85162exv99waw43.htm
Here is a link to yesterdays Roth Conference presentation
http://wsw.com/webcast/roth29/ekso/
(registration required)
CNAT:
From everyone's reaction on twitter I expected a lot more from the filing. To me it just seems like he just gave 1 month notice without deference to other matters at the company. (No position)
This is all that is in the 8-k
On March 2, 2015, Gary C. Burgess, M.B., Ch.B. M.Med., tendered his resignation as Senior Vice President, Clinical Research and Chief Medical Officer of Conatus Pharmaceuticals Inc., effective April 2, 2015.
OCRX:
I was actually wondering if dose titration up might produce better result than flat high dose.
Just out of curiousity I googled the doctor the wiki confirmed my initial doubts from the sensational headline and stopped me from doing any further googling
http://en.wikipedia.org/wiki/Nicholas_Gonzalez_(physician)
is a New York-based physician known for developing the Gonzalez regimen (or Gonzalez protocol), an alternative cancer treatment.[1][2][3] Gonzalez's treatments are based on the belief that pancreatic enzymes are the body's main defense against cancer and can be used as a cancer treatment.[4] His methods have been generally rejected by the medical community,[1] and he has been characterized as a quack and fraud by other doctors[3] and health fraud watchdog groups
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 old, Updated Cowen link, Added Barclays
BIO CEO & Investor Conference
2/9-10
https://www.bio.org/events/conferences/ceo-2015-presenting-companies
Leerink Global Healthcare Conference
2/11-12
http://leerink.metameetings.com/confbook/healthcare15/agenda.php
SunTrust Robinson Humphrey Biotechnology and Pharmaceutical One-on-One Orphan Drug Day
2/23
https://suntrust.dealogic.com/iconference/Custom/List/14?menuItemId=12
RBC Capital Markets 2015 Healthcare Conference
2/24-25
https://www.rbccm.com/about/cid-202541.html
Cowen and Company 35th Annual Health Care Conference
3/2-4
http://wsw.com/webcast/cowen22/
Morgan Stanley European Medtech Conference
3/3
ROTH Capital Partners 27th Annual OC Growth Stock Conference
3/8-11
http://www.wsw.com/webcast/roth29/
Barclays Global Healthcare Conference
3/10-12
http://cc.talkpoint.com/barc002/031015a_ae
BioCentury’s Future Leaders in the Biotech Industry Conference
3/20
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OCRX (RePost From Wednesday):
Ocera Announces Preliminary Topline Results From Phase 2a Investigator-Sponsored Study of OCR-002
http://finance.yahoo.com/news/ocera-announces-preliminary-topline-results-210500913.html
The data show that OCR-002 resulted in greater absolute and relative reductions in median plasma ammonia versus placebo at 12 hours after baseline (-19.35 microM/L and -19.62% versus -2.0 microM/L and -3.25%, respectively). These observations corresponded to an hourly decline in plasma ammonia over the first 24 hours of infusion of -0.85 microM/L in the OCR-002 group versus -0.24 microM/L in the placebo group. The differences in plasma ammonia levels between treatment arms did not reach statistical significance, which was due in part to the higher than expected variability in plasma ammonia levels. However, there were statistically significant differences in urinary excretion of ammonia, as expressed by a key metabolite phenylacetyl glutamine (PAGN), which the Company believes demonstrates the ability of OCR-002 to reduce ammonia levels.
BMRN:
On the leerink call they said they have additional data (post hoc) which they haven't shared (some for competitive reasons) which they believe further strengthens the case for drisapersen.
Certainly the failed ph 3 is an issue. But there was actually an almost positive subset analysis - the patients enrolled at the same trial centers used in the phase 2s. In any case a failed phase 3 is not a proof of inefficacy, unless it was strongly the other way (I'm ignoring post hoc issues). So the p value in the ph2s are hard to explain away unless you think there was cheating/bias.
I'd suggest the big loss in the failed ph3 is that you get less of what you ordinarily get in this situation - a better understanding of the subgroups that work, how well it works, and the true clinical robustness of the treatment. And without that data care providers and patients will make less optimal decisions about treatment.
Altogether the failed ph3 matters a lot. I'd just suggest not a complete deal killer?
I certainly agree it is setting a bad science precedent - and risks patients going forward (see my later comment on ph 3 failure)
PTC may potentially unblinding their trial before Dris or Etep are approved and if PTCs ph3 is positive it might add more doubt to Dris thesis.
BMRN / RNA / SRPT / PTCT:
Ohad's (mostly negative) take on the BMRN/RNA Deal
http://www.orf-blog.com/biomarin-testing-the-boundaries-of-evidence-based-medicine/#more-788
ALKS:
Alkermes Announces Positive Topline Results From Phase 1 Study of ALKS 8700 for Treatment of Multiple Sclerosis
Novel, Oral Product Candidate Provided Monomethyl Fumarate Exposures Comparable to TECFIDERA®, With Favorable Gastrointestinal Tolerability
Company Plans to Initiate Pivotal Development Program for Twice-Daily Candidate in 2015
http://phx.corporate-ir.net/mobile.view?c=92211&v=203&d=1&id=2014678
The percentage of subjects with GI-related AEs was lower with ALKS 8700 (8.3%) compared to TECFIDERA (41.7%). In Part 3, the PK data of the extended-release formulations of ALKS 8700 provided new insights into approaches for once-daily dosing options, which Alkermes will continue to pursue.
GILD acquisitions:
They bought Myogen mainly for their PAH drug (Ambrisentan) and a hypertension drug that would later get dropped (I think it failed in Phase 3).
I haven't followed Gilead as close as others so I may be off here. It just seems to me they like to buy pre-commercial assets. Even though they have a big buyback and now a dividend I don't see why they wouldn't take advantage of rates to issue some long term debt if the right deal(s) came along.
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 old, updated February events
Biotech Showcase 2015
1/12-14
http://www.ebdgroup.com/bts/presenters/prs_schedule.php
33rd JP Morgan Annual Healthcare Conference
1/12-16
http://jpmorgan.metameetings.com/confbook/healthcare15/login.php
Noble Financial Capital Markets D2 - Decade Two - Investor Conference
1/18-21
http://www.nobleresearch.com/D2/theAGENDA.htm
BIO CEO & Investor Conference
2/9-10
https://www.bio.org/events/conferences/ceo-2015-presenting-companies
Leerink Global Healthcare Conference
2/11-12
http://leerink.metameetings.com/confbook/healthcare15/agenda.php
SunTrust Robinson Humphrey Biotechnology and Pharmaceutical One-on-One Orphan Drug Day
2/23
https://suntrust.dealogic.com/iconference/Custom/List/14?menuItemId=12
RBC Capital Markets 2015 Healthcare Conference
2/24-25
https://www.rbccm.com/about/cid-202541.html
Cowen and Company 35th Annual Health Care Conference
3/2-4
http://www.cowen.com/conferences/upcoming-conferences/
Morgan Stanley European Medtech Conference
3/3
ROTH Capital Partners 27th Annual OC Growth Stock Conference
3/8-11
http://www.wsw.com/webcast/roth29/
BioCentury’s Future Leaders in the Biotech Industry Conference
3/20
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I watched their retail roadshow presentation and thought they at least seemed interesting enough to look at more closely. I thought to wait and see how the IPO went before going through their filings. Like most of the IPO's I've thought interesting the past ~2 years they shoot up way above what I would consider paying. In many cases though the IPO's I've thought interesting have held up or continued to go up (3 that immediately come to mind were ASPX, FGEN, RARE).
Thanks for the explanation
U.S. Supreme Court Grants Shire Petition
LIALDA Patent Case Sent Back to Federal Circuit
With the granting of the petition by the Supreme Court, the Federal Circuit’s decision on claim construction is vacated, and the case will be remanded back to the Federal Circuit for further consideration under the deferential standard of review announced by the Supreme Court last week in Teva v. Sandoz.
Thanks I will hold off since I know for sure it won't pass now but if it gets close I'll ask.
Do you get the volume information from Yahoo? A stock I am considering is below the dollar volume amount but volume has picked up of late and I am wondering when/if it may be available. TIA
Pacira Pharmauceuticals, Inc. Analyst & Investor Day
Thursday, January 22, 2015, 4:00 pm EST
http://edge.media-server.com/m/p/ag7ab4p3/lan/en
ONCE:
They have a presentation on retailroadshow now
http://t.co/J51NrQR0m4
At first glance it seems like an interesting company.
If link doesn't work can access it here along with several other Bio/Pharma IPO's:
http://www.retailroadshow.com/wp/roadshows.asp
The coming revolution in much cheaper life-saving drugs
http://www.washingtonpost.com/blogs/wonkblog/wp/2015/01/16/the-coming-revolution-in-much-cheaper-life-saving-drugs/
Noble Financial Eleventh Annual Investor Conference
1/19-21
Link for webcasts:
http://noble.mediasite.com/mediasite/Catalog/Full/4c6a20e55fc746ee917e3aa3a03fba2321
I was aware of the allowable therapies my concern was more from the wide variety of therapies leading to a more customized therapy for each patient and things that are becoming more available like tumor genotyping could in some (perhaps very few) cases put the treatment arm at an actual disadvantage.
In the case of 102 I actually thought one benefit would be the ability to combine it with other treatments (another reason for the company to have partnered).
BTW I am long NKTR.
Not to change the subject ... your "Stable Disease" caught my attention and since I don't follow PPHM let me ask your opinion (or any one else who cares to comment) about something else that sometimes occurs in trials. When a company runs a trial with the comparator arm being "Physician's choice" what do you think of the trial? IF your answer is each indication stands on its own I am thinking of the NKTR-102 BEACON study in recurrent Breast Cancer. I didn't like the company not partnering and it is a concern that the wide variety of treatment options could led to better care in the physician's choice arm especially with new tools like what FMI offers.
Sorry about your friends brother! It certainly not an easy thing to hear people putting a price on family/loved ones.
I agree there are no easy answers.
For your friends grandchild having the drug available is also hard to put a price on. Its certainly not "fair" that a richer person/society can afford to have an option like this but I don't think disincentivizing development of drugs like this is the right thing to do either.
Orphan Pricing:
Its hard to tell what figure you would deem acceptable and what would not be. If you are OK with say a $250k figure across the board I would grant that quite a few orphan indications we have drugs for would still exist... though many that are now getting some effort may not (e.g. Batten disease).
I don't think tax credits are enough incentive. To me the Orphan drug exclusivity was one of the best initiatives to provide incentive (though I think you still need a fairly high price too). If one wants to come up with some other creative ways to keep prices down and still create incentive perhaps something along the lines of the priority review voucher (though make more valuable like giving an extra period for NCE exclusivity with some reasonable limit to it being applied for the same NCE).
Orphan Drugs:
I am in the camp that looks at the other side of the picture. What would you consider a fair price for Orphan drugs, in particular ones that are either actually extending life and/or greatly improving QOL?
I am of the belief that we wouldn't be seeing so much investment in Orphan drug development if not for the extremely high prices. If this changes I think you take a big motivation out of development and while there may still be some it would greatly diminish the effort here.
I think it will take some time to change too as I think society is of the belief that for many (most?) of these indications "we" owe these people a chance to improve their life. I've followed some of the press x-US where healthcare is rationed and when governments do not pay for some patients the public comes out against government doing so. There are several of these cases that I recall. Two recent are Myozyme for Pompe and Esbriet for IPF (and I think Esbriet is not anywhere in the league of Myozyme in terms of QOL/efficacy benefit).
Biotech Showcase Webcasts Direct Link
https://statusproconf.com/agenda/event/36
ARIA:
is it really a good strategy to out-license 113 to bet more on Iclusig at this point?
ARIA:
Here is the slide from the JPM presentation on reaching > 400M product revenue.
I know it may not be popular but I like the idea of trying to license Brigatinib for a descent upfront + royalty. Considering the cost to fully develop it and them not having an overvalued currency (IMO) I think its best to try to keep costs down.
It seems Henri is involved with another rare disease startup http://www.lysosomaltx.com/home.html
h/t Ethan O. Perlstein @eperlste