Tag archive for ‘AGEN’
Agenus: Rebuttal To Attack By Adam Feuerstein on the Company (AGEN, Buy, $2.85)
Report Overview Adam Feuerstein launched a withering attack on Agenus (AGEN) and me in his column. The gist of the article is that Agenus is misrepresenting data pertaining to the use of Prophage in glioblastoma in ways that overstate Prophage’s efficacy and I am naively buying into this. It was a very short note on […]
Agenus: Thoughts on Phase II Results for Prophage in Glioblastoma (AGEN, $2.91)
Reason for This Report Agenus (AGEN) just issued an update on a phase II trial of Prophage G-100 combined with current standard of care in newly diagnosed glioblastoma patients that showed median overall survival (OS) of 23.3 months. There was no control group in the study but data from recent trials suggests that OS with […]
Agenus: Assessing Stock Prospects in the Aftermath of MAGE A-3 Cancer Vaccine Missing Primary Endpoint in Melanoma (AGEN, $2.81)
Investment Thesis Glaxo (GSK) announced today that the trial of their MAGE A-3 cancer vaccine in the DERMA trial in stage IIIb/c melanoma did not meet its endpoint of progression free survival. Agenus’ QS-21 adjuvant is a component of this vaccine and Agenus would be entitled to a royalty upon commercialization. Agenus’ stock traded down […]
Agenus: Upcoming Clinical Trial Results for the MAGE A-3 Cancer Vaccine Will Have a Major Impact on the Stock (AGEN, $3.42)
Investment Overview I initiated coverage of Agenus (AGEN) with a Buy on July 17, 2013 based on the pending release of clinical trial data on five development programs over the next three quarters. Each of these events, some more than others, has the potential to boost the stock at the time the data is reported. […]
Agenus: Key Clinical Events are Imminent (AGEN, $3.91)
Key Value Drivers for Agenus Through 2015 I am initiating coverage of Agenus with a Buy. This basic report goes into detail on its two core technology platforms: (1) the heat shock protein technology that is the basis of therapeutic and preventive vaccines for cancer and infectious disease, and (2) the QS-21 Stimulon adjuvant that […]
Thoughts on the Growing Crisis of Bacterial Resistance to Antibiotics
Investment Overview We hear constantly from the media about problems with bacterial resistance to antibiotics. I think that this is an indication that we have reached the point at which society will collectively decide to declare a war on resistant bacteria that could provide the same impetus to the development of anti-microbial drugs that the […]