Asia Healthcare Analyst, Pathology Associates Limited

Dion Stéfan Büchner M.D., FCAP

Asia Healthcare Analyst

Pathology Associates Limited

Thematic (Sector/Industry)

With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at the upcoming American Society of Hematology (<a href="http://www.hematology.org/Annual-Meeting/" target="_blank">ASH – 2016</a>) conference in San Diego this weekend.We use our proprietary ranking methodology (PRM) to rank concerned abstracts on seven criteria (mechanism of action, clinical phase, indication, route of administration, study design, safety profile and efficacy profile) and assign weight to each criterion...

With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at the upcoming American Society of Hematology (ASH – 2016) conference in San Diego this weekend.We use our proprietary ranking methodology (PRM) to rank concerned abstracts on seven criteria (mechanism of action, clinical phase, indication, route of administration, study design, safety profile and efficacy profile) and assign weight to each criterion...

American Society of Hematology (ASH) -Annual Conference (2016) Preview

Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

<a href="https://www.smartkarma.com/entities/17686" target="_blank" data-smartkarma-citation="entities:17686:1">Ziopharm Oncology Inc (ZIOP US)</a> announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: <blockquote>It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.</blockquote>According to this post, the Trump administration plans to do the following:<blockquote><ul><li>Work with Congress to allow…</li></ul></blockquote>

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.According to this post, the Trump administration plans to do the following:Work with Congress to allow…

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/016/178/original/download%20%281%29.jpg?1478808170" class="editor-image img-responsive" data-smartkarma-image-id="16178"></figure><div class="content-caption">(I thought it was a reality show till I was shown the Oval Office today!)</div>Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.<div class="content-highlight">Drug Pricing and Trump:</div>Allowing Medicare and similar U.S. government programs to…

(I thought it was a reality show till I was shown the Oval Office today!)Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.Drug Pricing and Trump:Allowing Medicare and similar U.S. government programs to…

President Trump and Healthcare (And Pharma) Sector: What's Next?

<a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

United States

BioMarin Pharmaceutical Inc. develops and commercializes therapeutic enzyme products.  The Company has applied its proprietary enzyme technology to develop products for lysosomal storage diseases and for the treatment of serious burns. BioMarin's subsidiary provides analytical and diagnostic products and services in the area of carbohydrate biology.

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Biomarin Pharmaceutical (BMRN US)

American Society of Hematology (ASH) -Annual Conference (2016) Preview

With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at...

Dion Stéfan Büchner M.D., FCAP

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric...

Dr. Bhavneesh Sharma, MD, MBA

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...

Dr. Bhavneesh Sharma, MD, MBA

President Trump and Healthcare (And Pharma) Sector: What's Next?

Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...

Dr. Bhavneesh Sharma, MD, MBA

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...

Dr. Bhavneesh Sharma, MD, MBA

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