|Biotech Due Diligence||
Highlights from Cubist Pharma CBST earnings call regarding various topics. Conference call excerpts via SeekingAlpha. Note some of these assets originate from the acquisition of Adolor ADLR.
The Curse of the Poor Capital Structure
David Sable (Wharton Magazine)
On the subject of the upcoming AVANDIA advisory committee - posts collected by Matthew Herper at Forbes:
The Hidden Agenda Behind The FDA's New Avandia Hearings (Steve Nissen)
The FDA Responds To Steve Nissen's Criticism Of Upcoming Avandia Meeting
Glaxo Alleges Errors In Nissen's Critique Of FDA's Handling Of Avandia
Debunking Myths About Biotech Venture Capital
Bruce Booth (LifeSciVC)
Zillions of Biotech Conferences Want You. Which Should You Attend?
Luke Timmerman (Xconomy)
New Legislation Seeks Creation of Provisional Approval Pathway for New Drugs
Alec Gaffney (RegulatoryFocus)
So many terrible ideas in this law's current form I don't know where to start...
FDA Rethinking Personalized Drug Trials
David Pittman (MedpageToday)
Courtesy of @zDonShimoda, this post features PI3K inhibitor presentations upcoming at the International Conference on Malignant Lymphoma to be held June 19-22, 2013 in Lugano, Switzerland. Featured companies include Infinity Pharma INFI, Gilead GILD, and Pharmacyclics PCYC (partnered with Johnson & Johnson JNJ).
You can also find #ASCO13 PI3K abstracts here.
And the Award for Clinical Futility Goes To
Derek Lowe (In the Pipeline)
Are Biosimilars Ethical?
David Williams (Health Business Blog)
ASCO 2013 Highlights PD-1 and PD-L1 Immunotherapy
Sally Church (Pharma Strategy Blog)
Orphans Find a Home
Lisa Jarvis (Chemical & Engineering News)
US Would See Clinical Trials Reporting Transparency Under New Legislation
Alexander Gaffney (Regulatory Focus)
A new set of May 2013 investor relations (IR) questions and responses from biotechs provided by Mike O'Neill has been posted, covering financials and upcoming catalysts for each biotech stock.
This round of responses features StemCells Inc STEM, Transcept Pharma TSPT, Merrimack Pharma MACK, Maxygen MAXY, and Mast Therapeutics MSTX.
Check out the complete index of all IR Questions and Answers if you missed the previous editions - now covering >70 biotech and pharmaceutical companies!