...
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Anyone interested in the Oppenheimer Conferences the source code to access the links for all presenting companies is:
plaza14
at the following link:
http://www.opco.com/conferences/healthcare14/index.html
You will have to navigate to the webcasts link on the middle of the right side of the page which should lead you to the following link:
http://www.veracast.com/opco/healthcare2014/main/index_agenda.cfm (Note you cannot go directly here without first entering the source code on your computer)
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 January-March Events (stubs), Analyst/Investor/ASH events for AGIO, AMGN, ISIS, GEN.CO, EKSO, SHPG, blue, ALNY, TBPH, ONTX, DRNA, BMRN (added link)
Credit Suisse Healthcare Conference
11/11-14
http://cc.talkpoint.com/cred001/111114a_jw/
UBS European Conference
11/12
http://www.ubs.com/microsites/ib-conferences/emea/european-conference-2014/en/overview.html
AstraZeneca Analyst/Investor Day
11/18
http://www.astrazeneca.com/Investors
Ligand Pharmaceuticals, Inc. Analyst Day
11/18 10AM ET
http://wsw.com/webcast/cc/lgnd/
Stifel Healthcare Conference 2014
11/18-19
http://www.tweisel.com/Stifel/ConferencesAndEvents/Webcasts/
Jefferies Healthcare Conference, London
11/19-20
http://www.jefferies.com/OurFirm/Conferences/325/170
Goldman Sachs US Emerging / SMID Cap Growth Conference
11/20
http://cc.talkpoint.com/gold006/111413a_gm/
Canaccord Genuity Medical Technologies & Diagnostics Forum
11/20
http://www.wsw.com/webcast/canaccord16/
SNY R&D day in Cambridge
11/20
http://en.sanofi.com/investors/events/corporate/2014/2014-11-20_IR_Seminar_NMD.aspx
Tekmira Pharmaceuticals Corporation Analyst Day
11/21 9:00am ET
http://www.media-server.com/m/p/bdwazceb
Piper Jaffray 26th Annual Healthcare Conference
12/2-3
http://www.piperjaffray.com/2col.aspx?id=365
Isis Pharmaceuticals’ Webcast to Discuss ISIS-FXI Rx Data Presented at the ASH Annual Meeting
http://www.videonewswire.com/event.asp?id=101049
12/8 9:00am
Amgen at ASH Conference
http://edge.media-server.com/m/p/6atthgdk/lan/en
12/8 3:00pm (ET)
Agios Pharmaceuticals ASH Webcast
http://edge.media-server.com/m/p/s4b9a35f/lan/en
12/8 3:00pm (ET)
Genmab A/S : to Webcast Post-ASH Investor Seminar
http://cache.merchantcantos.com/webcast/webcaster/4000/7464/16532/43432/Lobby/default.htm
12/9 9:30pm (Not sure on time zone)
EKSO Bionics Technology & Development Day
12/10 7:30am
https://www.webcaster4.com/Webcast/Page/554/6716
Biomarin Analyst and Investor Day in NY
http://www.media-server.com/m/p/zpxuujcj
12/10 8:00am
Shire R&D Day
http://www.shire.com/shireplc/en/investors/calendar?id=163
12/10 8:00am
bluebird bio Post ASH Review Cal
http://edge.media-server.com/m/p/h964jbai/lan/en
12/10 8:00am
Oppenheimer 25th Annual Healthcare Conference
12/10
http://www.opco.com/conferences/healthcare14/index.html
Alnylam Pharmaceuticals R&D Day
http://edge.media-server.com/m/p/njherf95
12/12 8:00am
Onconova Therapeutics Analyst Event
http://investor.onconova.com/events.cfm
12/12 8:30am
Theravance Biopharma Investor and Analyst Day
http://edge.media-server.com/m/p/sgeh9bzj
12/12 9:00am
Dicerna R&D Update
http://www.media-server.com/m/p/2pkz73w5
12/15 4:30pm
Goldman Sachs Healthcare CEOs Unscripted Conference
1/7
Biotech Showcase 2015
1/12-14
33rd JP Morgan Annual Healthcare Conference
1/11-16
Noble Financial Capital Markets D2 - Decade Two - Investor Conference
1/18-21
BIO CEO & Investor Conference
2/9-10
SunTrust Robinson Humphrey Biotechnology and Pharmaceutical One-on-One Orphan Drug Day
2/23
Cowen and Company 35th Annual Health Care Conference
3/2-4
Morgan Stanley European Medtech Conference
3/3
ROTH Capital Partners 27th Annual OC Growth Stock Conference
3/8-11
BioCentury’s Future Leaders in the Biotech Industry Conference
3/20
--
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.
I haven't seen any release of the data and didn't hear the DB webcast but every comment I've read seems skeptical. Maybe its based on past AD failed hope? If anyone (else) wants to keep an open mind and is interested from an investment standpoint it appears Neurimmune may be the best pure play on this? I haven't verified it but from their website this seems to be one of the compounds they licensed to BIIB.
http://www.neurimmune.com/index.php?page=183
The other issue which makes it hard to invest is they currently appear to be private .
RNA / SRPT:
I've been traveling so I may have missed some post and things... I thought you were negative on SRPT and more favorable to RNA. These two quotes seem to imply otherwise.
LD Micro Conference (Some smaller Device/Bio companies)
12/2-4
http://wsw.com/webcast/ldmicro7/
Deutsche Bank BioFEST
http://www.media-server.com/m/s/tou86qcx/lan/en
12/1-2
Piper Jaffray 26th Annual Healthcare Conference
http://www.piperjaffray.com/2col.aspx?id=365
https://statusproconf.com/Agenda/event/33 (Link for Webcasts)
12/2-3
RBC Capital Markets’ Healthcare Investor Day
12/4
Thanks for the link and reminder! I had forgotten about that and the Xenoport report of reduction in lymphocytes.
http://www.neurology.org/content/82/10_Supplement/P1.201
Even though its still rare and lymphocytes can be monitored I wouldn't feel comfortable (investing) in the xenoport compound.
I have been out of XNPT for some time but had a similar thought (re Psoriasis) but I wondered why it wouldn't have shown up with Fumaderm before. I don't have the science background to know if it is a difference in compounds or not. Or could it be it was just not looked for in Psoriasis patients but with the history in MS physicians are monitoring for it more?
It could be leftover bitterness from the Replagal-Fabrazyme days. He was with the company then even though he only took over after.
While Astrue's criticisms of the FDA in this piece center around Ebola he does speak more generally and for the second time makes a highly critical and (especially coming from a lawyer) possible libelous charge:
Speaking of Astrue...
Failing to Rise to the Challenge
What the FDA should learn from Ebola.
DEC 1, 2014, VOL. 20, NO. 12 • BY MICHAEL ASTRUE
http://www.weeklystandard.com/articles/failing-ris-challenge_819713.html
h/t 23Chromz @23Chromz
I think I am in agreement with jq on EU being more the key and SRPT being way behind there. But I imagine they think they will likely be able to keep some market share even if both products are available in the same market. Not having a science background or being as familiar with drisapersen I am speculating that some patients may end up responding better to one product then the other even if one is considered considerably safer. One (of many) concerns being long SRPT is as we get more patients the AE profile could change. Already its not without its AE's just nothing onerous that I am aware of. My thinking was more like a 80-20 split if both are on the market but perhaps BMRN is thinking more like 60-40.
I would love to see BMRN consolidate Exon skipping products with SRPT in some way. I would imagine collaborating would help patients & next generation products. I just am skeptical of current SRPT management being amenable to anything like that. We (SRPT shareholders) would need someone like Michael Astrue who reached out to arch Enemy GENZ .
I don't think it is a big risk for BMRN as well. I was actually more surprised that RNA would sell rather then seek another license. You do bring up a good point about the trial for another Exon. I am fairly certain of EU approval and the way SRPT has moved in the EU BMRN's lead there even if IP is settled is much greater. I will be watching PTC closely to see how reimbursement goes though.
I certainly don't have the legal background but can't get to seeing it being a huge royalty to license the IP given the differences in technology (I thought single digits).
For the record I never worried about the AE profile from an approval standpoint only from a standpoint if both drugs were available in the same market. I am in the camp that actually thought/thinks both RNA and SRPT drugs get approved (picking them both in the SI charity portfolio). My only mistake was trying to get a cheaper entry for RNA in real life from an already pretty low valuation post GSK :(.
Thanks. Good point I didn't think about. They do have an Irish subsidiary that they formed when they acquired a manufacturing facility from Pfizer (believe it was Wyeth's) but if things go well it will probably be maxed out soon on Vimizim.
RNA / BMRN:
Did anyone else (besides me) find it interesting that BMRN acquired all of RNA rather then work out some sort of licensing deal? From the call it was pretty clear that BMRN's interest at this time was only in acquiring Drisapersen.
A little late but for those wanting to listen to the replays
Here is the correct (2014) link for the GS SMID Conference
http://cc.talkpoint.com/gold006/112014a_ae/
and the Jefferies London Healthcare Conference webcasts can be accessed at
http://wsw.com/webcast/jeff86/
Happy thanksgiving everyone
I would have preferred trading (the tradeable) Upton and trying to sign Heyward. Maybe hasn't lived up to potential but still quite young. Upton strikes out too much for my taste and his defense has either gotten a lot worse or was way over rated he is pretty bad in LF and his brother isn't exactly a good CF these days either but we are stuck with him.
Understood your point about it being more from Cubs perspective. I've read that trading Castro now seems more likely. I think he is pretty good though maybe off field problems are part of the reason they would move him.
I noticed . I liked Tommy but he seemed to struggle the second time through the league. He is young and new to the bigs but if his minor league performance is any indication he should make adjustments and be a good hitter (though no pop and no speed but a very good eye). The Braves are "rebuilding" which probably should make you happy the next year or two (unless they surprise some people) . They have a second base prospect in AA who has a lot of speed and is probably a much better defense player then Tommy (though he seemed much better then the reports on him were).
I didn't go through all the posts but no one seemed to care about Heyward being traded!
Here is a trial that was stopped earlier for efficacy. I am not at all familiar with the company or the treatment,
http://www.prnewswire.com/news-releases/novocure-announces-the-ef-14-phase-iii-clinical-trial-of-tumor-treating-fields-in-patients-with-newly-diagnosed-glioblastoma-has-been-terminated-at-the-interim-analysis-due-to-early-success-282808841.html
h/t @AndyBiotech
FGEN:
Their IPF program which I think is still quite a few years away could be quite interesting even though its IV. In addition to what the company has reported I've read anecdotal patient reports that are quite encouraging (both on drug and some progression when discontinued). Then there is the potential in some cancers and other fibrotic areas. My gripe/caution is they've moved this program at a very deliberate pace and perhaps something as good/better catches up with an oral or even inhaled approach.
I do not currently have a position but may take one (if there is a good opportunity) or as I get more comfortable with their anemia program and the IPF program advances.
SNY / GCVRZ:
Genzyme’s Lemtrada Approved by the FDA
http://en.sanofi.com/Images/37587_20141115_LemtradaApprovedFDA_en.pdf
and the label is here:
http://products.sanofi.us/lemtrada/lemtrada.pdf
I wonder how the CVR will react getting US approval was certainly about the only way they would hit the 400M sales milestone but the label doesn't seem favorable.
The price will be 158k for 2 courses (over 2 years). H/T to @AndyBiotech
http://www.bostonglobe.com/business/2014/11/14/fda-about-face-approves-genzyme-bid-sell-multiple-sclerosis-drug-lemtrada-united-states/As2bOUBROkvn0dL9fRi7JP/story.html?hootPostID=c91f54e2ed8b95886b3aa4ebb2e63728
Thanks. I saw they had 7.5M (US) so far from Dr Reddy’s for their share. I guess with several generic lovenox products now on the market its not likely to amount to a big source of revenue for them.
Interesting company had never heard of them before do you follow them?
What I find interesting is they actually were trying to do pretty much the same thing that HALO is with PEG-PH20 namely combine hyaluronic acid with other agents to get more drug the tumor. Of course their recent failure in CRC probably isn't a good sign .
Nice little 60-minutes overtime segment
http://www.cbsnews.com/news/veterans-affairs-secretary-robert-mcdonald-60-minutes-excerpt/
Thanks I do use that as one of my resources the one disadvantage of that is they don't provide links to the events. If you know of a site that does I'd appreciate the info.
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 Stephens, GS conferences. Updated CS, CG, UBS links. Added ICPT, AZ, TKMR Analyst/Investor events
Medicines Company Investor & Analyst Day
11/5 8:00am ET
http://ir.themedicinescompany.com/phoenix.zhtml?p=irol-eventDetails&c=122204&eventID=5173890
Nomura Biotechnology Conference
11/6
https://nomuraiconf.dealogic.com/i2conf/Registration/Form/354?menuItemId=5
Intercept Investor Meeting at AASLD
11/10 6:30pm
http://www.media-server.com/m/p/kx25of5s
Stephens Fall Investment Conference 2014
11/11-12
http://wsw.com/webcast/stph23/
Credit Suisse Healthcare Conference
11/11-14
http://cc.talkpoint.com/cred001/111114a_jw/
UBS European Conference
11/12
http://www.ubs.com/microsites/ib-conferences/emea/european-conference-2014/en/overview.html
AstraZeneca Analyst/Investor Day
11/18
http://www.astrazeneca.com/Investors
Ligand Pharmaceuticals, Inc. Analyst Day
11/18 10AM ET
http://wsw.com/webcast/cc/lgnd/
Stifel Healthcare Conference 2014
11/18-19
http://www.tweisel.com/Stifel/ConferencesAndEvents/Webcasts/
Jefferies Healthcare Conference, London
11/19-20
http://www.jefferies.com/OurFirm/Conferences/325/170
Goldman Sachs US Emerging / SMID Cap Growth Conference
11/20
http://cc.talkpoint.com/gold006/111413a_gm/
Canaccord Genuity Medical Technologies & Diagnostics Forum
11/20
http://www.wsw.com/webcast/canaccord16/
SNY R&D day in Cambridge
11/20
http://en.sanofi.com/investors/events/corporate/2014/2014-11-20_IR_Seminar_NMD.aspx
Tekmira Pharmaceuticals Corporation Analyst Day
11/21 9:00am ET
http://www.media-server.com/m/p/bdwazceb
Piper Jaffray 26th Annual Healthcare Conference
12/2-3
http://www.piperjaffray.com/2col.aspx?id=365
Biomarin Analyst and Investor Day in NY
12/10
Oppenheimer 25th Annual Healthcare Conference
12/10
http://www.opco.com/conferences/healthcare14/index.html
--
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.
Here is the Lancet paper (only Summary is free)
http://www.thelancet.com/journals/lancet/article/PIIS0140-6736(14)61933-4/fulltext
Thanks to @AndyBiotech
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/Updated November/December conferences, Added MDCO, LGND, BMRN Analyst/Investor events
Medicines Company Investor & Analyst Day
11/5 8:00am ET
http://ir.themedicinescompany.com/phoenix.zhtml?p=irol-eventDetails&c=122204&eventID=5173890
Nomura Biotechnology Conference
11/6
https://nomuraiconf.dealogic.com/i2conf/Registration/Form/354?menuItemId=5
Credit Suisse Healthcare Conference
11/11-14
https://credit-suisse.dealogic.com/conferences/Conferences/Companies/List/258?menuItemId=10
UBS European Conference
11/12
Ligand Pharmaceuticals, Inc. Analyst Day
11/18 10AM ET
http://wsw.com/webcast/cc/lgnd/
Stifel Healthcare Conference 2014
11/18-19
http://www.tweisel.com/Stifel/ConferencesAndEvents/Webcasts/
Jefferies Healthcare Conference, London
11/19-20
http://www.jefferies.com/OurFirm/Conferences/325/170
Canaccord Genuity Medical Technologies & Diagnostics Forum
11/20
SNY R&D day in Cambridge
11/20
Piper Jaffray 26th Annual Healthcare Conference
12/2-3
http://www.piperjaffray.com/2col.aspx?id=365
Biomarin Analyst and Investor Day in NY
12/10
Oppenheimer 25th Annual Healthcare Conference
12/10
http://www.opco.com/conferences/healthcare14/index.html
--
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.
Does anyone know if a replay is available of the conference call? I tried the (US) call in number but not live and all I get is a recording saying the code is valid but is waiting for someone to start it. Saw they have (old) videos on youtube but not this (or other) conference calls.
Thanks in advance for anyone who can help.
SRPT / RNA:
That is not totally bizarre . I've thought them collaborating made sense for some time (I'm pretty sure I've posted as such before). For the reasons you mentioned and others. I guess the definition of "significant" may be an obstacle. That and Chris doesn't seem to like to negotiate with anyone. I'd imagine they could improve on next generation exon skipping programs and why compete . I think it makes more sense in terms of acquisition (actually probably makes even more sense for someone to acquire the both of them). This all is under the presumption the technology really works to some degree (I think there is something there my expectations here always a reduced rate of decline for the kids and not a cure especially since penetration to some muscles seems low/non-existent).
RARE:
I've noticed the weakness too which seemed to start around the time of World Muscle Meeting. I wonder if people were expecting a bit better results from their sialic acid ER (and no improved efficacy in the 12 gram dose than 6 gram).
While I watch the company, I am still not interested at these levels. If I could get shares at 3.01 I'd be buying all I could though
Agios R&D Day was earlier today the replay & slides can be accessed here:
http://investor.agios.com/phoenix.zhtml?c=251862&p=irol-EventDetails&EventId=5169357
Webcast direct link: http://edge.media-server.com/m/p/hd27g7rq/lan/en
Slides direct link: http://phx.corporate-ir.net/External.File?t=1&item=VHlwZT0yfFBhcmVudElEPTUxNjkzNTd8Q2hpbGRJRD01NTcyNzY=
Also Chimerix will have an R&D Day starting at 4:30pm ET today the webcast can be accessed here:
http://www.media-server.com/m/p/qhy8z6ht
h/t @bradloncar
Biosimilars on BioCentury this week
http://www.biocenturytv.com/player/3827871206001/3830057972001
h/t @AndyBiotech
SRPT and RNA World Muscle Presentations/Posters are available on their respective IR pages
RNA:
http://ir.prosensa.eu/events.cfm
(6 PDF's)
SRPT:
http://investorrelations.sarepta.com/phoenix.zhtml?c=64231&p=irol-EventDetails&EventId=5171632
(3 PDF's)
For anyone interested the Momenta R&D Replay and slides are now available [personal pet-peeve I don't like when companies don't have the full slides available until after]:
http://ir.momentapharma.com/events.cfm
Webcast:
http://www.media-server.com/m/p/zzzep9or
Slides:
http://ir.momentapharma.com/common/download/download.cfm?companyid=MNTA&fileid=785902&filekey=52c02a7e-d652-4057-b4ef-dfe88832c28c&filename=Momenta_R_D_Presentations_-_2014-10-10.pdf
BIO Investor Forum Interviews
Here is a link to a youtube playlist of BIO interviews many short segments with Luke Timmerman @ldtimmerman
I don't follow UTHR quite as closely these days but I don't think they really think its a big deal. They licensed it pretty early on and I suspect as a speculation to other approaches at treating PAH. I seem to recall a similar type of therapy from a canadian company that didn't get too far (problem enrolling patients if I recall correctly).
The upfront and milestone were trivial (7m/55m) and while I don't believe it was disclosed the wording implies a lower royalty and margin on product. So even if successful it may not be a windfall for Pluristem. Add to it the fact that UTHR has a rather poor history of licensing/developing products (Really only 1 success formulated multiple ways) and I would put this in the speculative category.