YM BioSciences, Inc. (USA)

  • Under-the-Radar Hedge Fund Focusing on Pharma

    By Meena Krishnamsetty - March 20, 2013 | Tickers: ARIA, PODD, PCYC, YMI.DL

    Hedge funds are typically thought of as being billion dollar funds managed by Harvard MBAs and alums of some of Wall Street’s more prestigious analyst programs (i.e. Goldman Sachs, JP Morgan). Interestingly, Dafna Capital Management is rather small (only $63 million) and is managed by Dr. Nathan Fischel MD and his wife, a biomedical engineer. So why are we even talking about Dafna? Because according to the most more »

  • Gilead A Strong Buy On New HIV Treatments

    By Jordo Bivona - December 21, 2012 | Tickers: BMY, GILD, YMI.DL

    Despite the expiration of some of its HIV patents in 2018, Gilead Sciences' (NASDAQ: GILD) new HIV treatments will enable the company to extend its HIV-based profitability for the long-term.

    Gilead has done well with fixed-dose combination pills Truvada and Atripla combining multiple HIV medications into a single pill. The company has been rewarded with an impressive market share in the HIV treatment market, and is now looking for the more »

  • What Chance do these Blockbusters Really Have of Working?

    By Lee Samaha - April 26, 2012 | Tickers: GILD, INCY, PFE, VRTX, YMI.DL

    If you share my penchant for investing in biotech and pharma, then you will have, no doubt, come across the standard analyst practice of evaluating the NPV of a pipeline. This is critical but, how is it done? Moreover, does the potential blockbuster in your pharma co's pipeline really have as strong a chance of succeeding as you think it does?

    The usual method is to evaluate the pipeline more »