Archive for September, 2018
Regenerative Medicine: Thoughts on How to Invest in This Dynamic New Technology
Key Investment Points of this Report Regenerative medicines promises to be a (the) major technology driving the biopharma industry in coming decades. The CAR-T products are the first commercially significant products stemming from this technology, but they are just the tip of a very large iceberg. Novartis, Gilead and Celgene have gained first mover status […]
Portola: Critical Upcoming Catalysts Have the Potential to Cause a Sharp Upward Move in the Stock (PTLA, Buy, $29.19)
Investor focus is totally on Andexxa at this point in time as the disappointing 2Q, 2018 sales results for Bevyxxa have caused investors to write it off and cerdulatinib is barely a blip on their radar screen. In contrast to the negative view on Bevyxxa, I believe that it will become a very meaningful product […]
Portola: Reiteration of Buy Recommendation (PTLA, Buy, S27.46)
Introduction This is the latest in a series of updates on Portola and is prompted by information presented in the second quarter conference call. If this is your first encounter with the Company and you would like greater detail on the company’s technology, its products and clinical trial data, you may want to read my […]