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Atlas Pipeline Partners LP Message Board

truth_will_free_you 6 posts  |  Last Activity: Apr 13, 2016 9:03 PM Member since: Jun 3, 2003
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  • Ligand Pharmaceuticals Inc.
    LGND 3.06%
    is a unique biotech play that offers long-term staged growth profile, according to a note from Stephens, which initiated coverage of the stock with an Overweight (Volatile) rating.

    The brokerage has $150 price target on the stock, representing an upside of 27 percent from Tuesday's closing price of $117.81.

    "We feel that LGND offers investors a unique and diversified way to gain exposure to a broad biotech portfolio with its 140+ partnered projects using over five different technology platforms/products," analyst Drew Jones wrote in a note to clients.

    'Well Positioned For Robust Earnings Growth'

    Jones continued, "We believe that LGND is especially well positioned for robust earnings growth over the next 2+ years, as incremental royalty revenue from Promacta and Kyprolis and expected approvals provide incremental high- margin revenue."

    The analyst noted that the company has various revenue streams with over 140 "shots on goal" (partnered programs that have been disclosed) and this diversification shields Ligand from the volatility of biotech assets.

    Related Link: Oculus Innovative Sciences Gains 23%, Company Receives European Approval To Market Sinudox

    Jones expects a potential royalty opportunity of over $200 million for Promacta and Kyprolis over the next few years. The analyst said the assets generated royalty revenue of $38.2 million in 2015.

    "Even without accounting for incremental royalties outside of Promacta and Kyprolis, we expect to see strong revenue growth and operating leverage, especially if/when these two drugs are able to expand current indications," the analyst noted.

    "We expect the Company's 'Big 6' and 'Next 12' Programs to begin contributing to growth as these products move into commercialization. Our estimate is that these programs could offer $750 million in potential royalties annually on a risk-adjusted basis for current stages of approval," Jones highlighted.

    Sentiment: Strong Buy

  • truth_will_free_you by truth_will_free_you Mar 31, 2016 1:55 AM Flag

    Xtandi and MDVN's pipeline has more upside than INCy's. This is not rocket science, MDVN will appreciate to a comparable market cap either on its own or through a buyout.

    Sentiment: Strong Buy

  • truth_will_free_you by truth_will_free_you Mar 8, 2016 10:21 AM Flag

    TAIPEI, Taiwan, March 5, 2016 /PRNewswire/ -- PharmaEngine, Inc. (TWO: 4162) announced that TFDA (Taiwan Food and Drug Administration) approved the product license of ONIVYDE? (irinotecan liposome injection, nal-IRI). ONIVYDE is indicated, in combination with fluorouracil (5#$%$) and leucovorin (LV), for the treatment of patients with metastatic adenocarcinoma of the pancreas after disease progression following gemcitabine-based therapy.

    There are two steps for the marketing approval of new drugs in Taiwan. The first step is to assess whether the chemistry, manufacturing and controls, preclinical and clinical data regarding the quality, safety and efficacy are sufficient to issue the regulatory approval letter; and the second step is to assess whether the product labeling and package insert are supported by the new drug application dossiers. Both steps are essential for product sales in the Taiwan market. ONIVYDE has been granted the TFDA regulatory approval letter on October 22, 2015. The approval of the commercial packaging materials and the GMP approval letters for two US manufacturing sites have been issued to allow the TFDA granting the product license of ONIVYDE. PharmaEngine's sales and marketing team is building the pharmacovigilance communication system to ensure the patient safety after product launch. We expect ONIVYDE to be available in Taiwan during the second quarter of this year.

    "We are very grateful that the TFDA accelerated the approval of the product license in such an expedited manner," said C. Grace Yeh, Ph.D., President and CEO of PharmaEngine. "In addition, we highly appreciate our license partner, Merrimack Pharmaceuticals, Inc. for their total support during the review period. Today marks a new era that transforms PharmaEngine from a research and development company to a commercial pharma company. "

    Sentiment: Strong Buy

  • truth_will_free_you truth_will_free_you Feb 4, 2016 3:02 PM Flag

    Hmmm...I wonder why the best funds are accumulating CLDX?

    Sentiment: Strong Buy

  • Pearl Fang

    Senior Medical Science Liaison at Celldex Therapeutics

    Greater Los Angeles AreaBiotechnology

    Current
    Celldex Therapeutics

    Previous
    Amgen, Inc. (acquired Onyx Pharmaceuticals in August 2013),
    Onyx Pharmaceuticals (wholly-owned subsidiary of Amgen, Inc.),
    Cephalon (wholly-owned subsidiary of Teva Pharmaceutical Industries Ltd.)


    Education
    University of Southern California

    500+
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    Background

    Experience

    Senior Medical Science Liaison - Immuno-Oncology
    Celldex Therapeutics

    November 2015 – Present (4 months)

    Rintega® (rindopepimut), glembatumumab vedotin, varlilumab, CDX-1401, CDX-30
    Senior Medical Science Liaison - Hematology, Immuno-Oncology

    Amgen, Inc. (acquired Onyx Pharmaceuticals in August 2013)

    December 2011 – November 2015 (4 years)|Southwest Region

    Hematology and Immuno-Oncology (Kyprolis® (carfilzomib), Blincyto® (blinatumomab), oprozomib
    Associate Director, Senior Principal Clinical Scientist - Hematology, Oncology
    Onyx Pharmaceuticals (wholly-owned subsidiary of Amgen, Inc.)

    February 2011 – December 2011 (11 months)|Medical and Scientific Affairs (MedSA
    Senior Medical Science Liaison - Hematology, Oncology
    Onyx Pharmaceuticals (wholly-owned subsidiary of Amgen, Inc.)

    November 2010 – February 2011 (4 months)|Southwest Region

    Proteasome Inhibitor Franchise (Kyprolis® (carfilzomib), oprozomib)
    Senior Medical Science Liaison - Hematology, Oncology
    Cephalon (wholly-owned subsidiary of Teva Pharmaceutical Industries Ltd.)

    October 2006 – November 2010 (4 years 2 months)|Southwest Region

    Treanda® (bendamustine), Trisenox® (arsenic trioxide), Nuvigil® (armodafanil), delanzomib

    Sentiment: Strong Buy

  • "The GBM market is currently dominated by temozolomide (Temodar, Merck) and bevacizumab (Avastin, Genentech), which are considered to be the standards of care for newly diagnosed and recurrent GBM, respectively. However, according to a new report from the research and consulting firm GlobalData, the GBM market is set to undergo substantial growth between 2016 and 2024 due to a number of companies developing treatments in the late-stage pipeline, which is dominated by immunotherapies.

    “Immunotherapies have shown significant efficacy in other oncology indications, and as they affect the tumor microenvironment rather than directly targeting the tumor, they make attractive candidates for glioblastoma treatments,” Maxime Bourgognon, an oncology analyst with GlobalData, said in a statement.
    The main driver of growth in the GBM market will be the launch of the checkpoint inhibitor nivolumab (Opdivo, Bristol-Myers Squibb), which is expected to supersede bevacizumab to become the standard of care for recurrent GBM. Nivolumab is currently undergoing a phase 3 trial in combination with another cancer drug, ipilimumab (Yervoy, Bristol-Myers Squibb).

    The second-largest driver of market growth will be the launch of the therapeutic vaccine rindopepimut (Rintega, Celldex) for epidermal growth factor receptor variant III (EGFRvIII)-positive GBM. The uptake of rindopepimut will be partially facilitated by the availability of EGFRvIII companion diagnostics, which will help to identify patients most likely to respond to the treatment. In 2015, a phase 2 study of rindopepimut, which was granted breakthrough therapy status by the FDA, showed that treated patients with recurrent GBM experienced six months of progression-free survival as well as a reduction in the need for additional steroids."

    Sentiment: Strong Buy

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