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Author Archives: David Phillips

Research

No One’s Excited about OncoGeneX, Which Makes it Worth a Look

Research - OGXI is a speculative, micro-cap oncology company – now, essentially a call option with multiple shots on goal. $60 million in cash/equivalents provide a backdrop … Continue Reading

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Research

Intercept Isn’t The Only Way to Play Rare Liver Diseases

Research - Intercept (ICPT) jumped to the top of many watchlists when a drug for liver diseases showed success in a P2 trial. Here's another, cheaper idea.

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Interviews

Improving Drug Development: An Interview with IPQ Analytics CEO, Michael Liebman

Interviews - A recent FDA bulletin puts the success rate of Phase II clinical trials at just 18%, 50% in Phase III, citing insufficient efficacy and safety concerns as the … Continue Reading

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Research

ASCO 2014 Preview and One Micro-Cap of Interest

Research - The American Society of Clinical Oncology (ASCO) annual meeting is right around the corner, and healthcare investors will have a close eye on ASCO for … Continue Reading

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Insights

The Market Just Isn’t Convinced the AVEO Nightmare is Over

Insights - AVEO has lost more than 90% of its market valuation in the last 21 months; another of PropThink’s “Drugs that Disappointed in 2013.”  In February, AVEO … Continue Reading

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Insights

Drugs that Disappointed Investors in 2013: Infinity’s IPI-145

Insights - A look at what caused Infinity Pharma's (INFI) spectacular rise and fall in 2013, and the road ahead.

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Insights

FDA-Approved Drugs That Disappointed in 2013: Affymax’s Omontys

Insights - Though 2013 looked to be a good year for Affymax (AFFY), it quickly spiraled downward when the Cupertino, CA-based biotech and its partner, Japanese drug … Continue Reading

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