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Can Bellicum’s ASH Data Change the Story?

Research - Bellicum is a cell therapy developer with a pipeline of early therapeutics, including the now-ubiquitous chimeric antigen receptor T cell candidates (a la Juno Therapeutics (JUNO) and Kite (KITE)) and T cell receptor (TCR) candidates, neither of which will enter the clinic until next year.

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Some Intriguing Results, But This Next Data Point is a Likely Bust

Research - These events set 1H16 up as a make-or-break period for Marinus. The company has enough cash ($34.5 million at September 30) to get through 2016

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There’s the Breakout We’ve All Been Looking For

Research - The breakout we’ve been looking for from the biotech sector (NASDAQ’s Biotech Index Fund (IBB) is underway coming out of large-cap bio and pharma earnings over the last two days. Beats across the board have investors enthused – at least for now – about the sector as a whole.

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Headlines Aren’t Helping Healthcare Stocks

Research - Despite an onslaught of ominous headlines -- allegations of fraud at Valeant Pharamceuticals (VRX) and continued backlash over increasing drug prices -- biotech stocks have held steady over the last month.

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Bluebird Bio Drops on Patient “Relapse” and Other Biotech Updates

Research - Shares of bluebird bio (BLUE) tumbled 15% mid-day when the company said at a medical conference that a beta-thalassemia patient who received Lentiglobin’s predecessor therapeutic … Continue Reading

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Cempra’s Phase 3 Hit Its Primary Endpoints, But Not Without Caveats

Research - Positive top-line results from SOLITAIRE-IV, with some confounding safety outcomes, had Cempra Inc (CEMP) trading down on Friday morning by 25%.

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Transition Calls Latest Cut of Alzheimer’s Data Positive

Research - Transition Therapeutics (TTHI) said in a press release Thursday morning that after further review of the failed phase 2/3 study of ELND005 in Alzheimer's disease patients with agitation and aggression, the company identified a sub-population in which patients saw a significant clinical benefit on ELND00.

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