Onyx Pharmaceuticals, Inc.
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An Oncology Stock to Watch
By Shas Dey - April 28, 2013 | Tickers: ACAD, AVEO, ONXX
In developing cancer treatment, one of the approaches used is to prevent blood supply to the tumor. Without their own blood supply, tumors cannot nourish themselves and grow. Being able to block blood flow to the tumor is not only an effective way to go about trying to treat cancer, but also to make it more manageable as a chronic illness at least.
Angiogenesis inhibitors are ways to indirectly kill more »
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Healthcare-Focused Hedgie Bullish on These Stocks
By Meena Krishnamsetty - April 18, 2013 | Tickers: CYBX, ONXX, QCOR, UTHR, VPHM
To say that William Leland Edwards of Palo Alto Investors invests heavily in healthcare stocks would be, well, a bit of an understatement. The fund’s positions read like a pharmaceutical sales rep’s resume, with the top five positions, more than 50% of the entire portfolio, all coming from the biopharmaceutical sector. Mr. Edwards has no medical training and does not hold a degree in biology or chemistry. But more »
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Healthcare-Focused Hedgie Bullish On These Stocks
By Meena Krishnamsetty - April 16, 2013 | Tickers: CYBX, ONXX, QCOR, UTHR, VPHM
To say that William Leland Edwards of Palo Alto Investors invest heavily in healthcare stocks would be, well, a bit of an understatement. The fund’s positions read like a pharmaceutical sales rep’s resume, with the top five positions, more than 50% of the entire portfolio, all coming from the biopharmaceutical sector. Mr. Edwards has no medical training and does not hold a degree in biology or chemistry. But more »
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Three Outside the Box Biotechs
By Streetwise Reports - April 1, 2013 | Tickers: BDX, LGND, MNKD, ONXX, UNIS
By George S. Mack of The Life Sciences Report
I had a really nice chat with Griffin Securities analyst and scientific director Keith Markey about a wide-ranging group of topics. My goal is to always talk about individual biotech and sometimes medtech stocks, but we got started on another subject right away. Although he’s been an analyst for 25 years now, Markey started his career as a molecular biologist more »
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The Oncology Stock to Buy Today
By Shas Dey - March 29, 2013 | Tickers: AVEO, BAYRY.PK, CELG, ONXX
Onyx Pharmaceuticals (NASDAQ: ONXX) is trying to shrug off its dependency on partners, and transform itself from a royalty and drug-development company into a full-fledged biopharmaceutical company. This was evident when the company’s CEO, N. Anthony Coles, said at an investors meet that, "The way to build a successful, sustainable business is through acquisitions, either companies or products -- even licensing deals."
Onyx’s CEO has things going for him more »
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5 Reasons Celgene Remains a Long-Term Buy
By BA McKenna - March 28, 2013 | Tickers: CELG, JNJ, ONXX
Celgene (NASDAQ: CELG) is up 32.1% through March 27 (vs. the S&P 500's 6.9% and the NASDAQ Biotech Index's 9.9%) since my favorable article on January 7. I still like the stock – and I’ll provide 5 reasons why. First, a company snapshot.
Celgene Snapshot
Celgene is a biotech company focused on therapies to treat cancer and immune-inflammatory related diseases. Its $47.1 billion more »
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Investing in a Cheap Life
By Marshall Hargrave - March 8, 2013 | Tickers: JNJ, LIFE, MRK, ONXX, SGEN
Life Technologies (NASDAQ: LIFE) appears to have lost its buyout premium, but is the stock still worth investing in? The stock fell 7% earlier this week after reports that the buyout buzz for the company was cooling off. The maker of genetic testing equipment was previously reported to have engaged Deutsche and Moelis & Company to help shop around. Meanwhile, parties potentially interested in scooping up the company included Blackstone and more »
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More Upside on this Biotechnology Giant
By Mohsin Saeed - February 21, 2013 | Tickers: CELG, JNJ, ONXX
The Food and Drug Administration added Celgene’s (NASDAQ: CELG) Pomalyst to the list of approved drugs last Friday. The drug has been approved for myeloma patients who stop showing a response to other cancer therapies. Revlimid is still the main revenue driver of the company and faces tough competition from Johnson & Johnson (NYSE: JNJ) and Onyx Pharmaceuticals (NASDAQ: ONXX). It is single handedly responsible for more than two thirds more »
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Finding Alpha in the Healthcare Space
By Meena Krishnamsetty - February 6, 2013 | Tickers: MRK, ONXX, PFE, UNH, WLP
I'm a big fan of healthcare stocks. Everyone spends money on healthcare at some point in his or her life. Sometimes circumstances are unfortunate, but there is good money to be made in the healthcare business. This industry features healthcare insurers, drug manufacturers, retirement home operators, medical equipment manufacturers and more. You can choose from low-beta insurers like UnitedHealth Group (NYSE: UNH), or you can get into some higher more »
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Revlimid Ramp-Up, New Drug Launches Make Celgene a Buy
By John Macris - November 28, 2012 | Tickers: CELG, CLVS, ONXX
Celgene (NASDAQ: CELG) is a global biopharmaceutical company focused on treating cancer and immune-inflammatory related diseases. The Summit, New Jersey-based company was founded in 1986 and has grown to employ more than 4,500 people worldwide.
Let’s evaluate Celgene’s business as it stands today before considering upcoming catalysts for the company in the next six to twelve months. With a market capitalization of approximately $33 billion, Celgene derives more »
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This Hedge Fund's Picks Have Returned 20% Two Straight Quarters
By Meena Krishnamsetty - November 6, 2012 | Tickers: AUXL, CYBX, MRX, ONXX, VPHM
We track over 400 funds and investors, and have calculated the value-weighted returns for all funds in the 1500 largest stocks, while compiling a list of the top performing funds for the first three quarters of 2012. The returns are based on the fund’s 13F long positions only, as we do not have access to their short positions.
Palo Alto has done it again, finishing in the top five more »
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Hedge Fund Palo Alto’s Top Stock Picks
By Meena Krishnamsetty - September 19, 2012 | Tickers: CYBX, MDT, ONXX, STJ, SYK
Palo Alto Investors, managed by William Leland Edwards, was one of the most successful hedge funds last quarter, at least in terms of returns generated, gaining 26.2% between March 31st and June 30th. Now, it’s worth mentioning that we can only track Palo Alto’s 13F portfolio, i.e. the quarterly positions the fund reports to the SEC, but a return in the twenties is impressive more »
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The Biotech Lottery Ticket
By Ryan Guenette - August 28, 2012 | Tickers: CELG, CLSN, NLNK, ONXX
Purchasing small biotech companies can be compared to purchasing a lottery ticket. If their blockbuster drug gets approved by the FDA, then the stock doubles in a day. If the drug does not get approved, the company putters along, reevaluating their position. That is why I strongly believe that long-term investors should not focus on small biotechnology companies, yet every once and a while, investors can buy a lottery ticket more »
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The "Great-Big" Small Stocks in US Pharma
By Rahul Tusnial - July 10, 2012 | Tickers: ARNA, FURX, ONXX
Done with small and medium Housing stocks last time, this article in my series of articles on small and medium companies of my choice deals in smart picks in Pharma / Bio-Pharma Sector !!
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2 Medical Stocks to Buy, 3 to Avoid in 2012
By Michael French - January 18, 2012 | Tickers: AMGN, CRVL, MHS.DL, MD, ONXX
As we get closer to the health care reform legislation becoming effective, many people are looking for prospective healthcare plays. Many health care companies have seen a pretty marked increase in volume and volatility as of late as news sheds light as to how particular provisions of the new law will affect various healthcare subsectors. In this article, I analyze key companies that a may see an outsized impact due more »
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J.P. Morgan Healthcare Conference Schedule: Day One
By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ
The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.
I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)