Oct 17, 2013 by Brian Orelli, PhDAmarin's Downfall? Other People's Data.Amarin falls 60% because of an unvalidated surrogate endpoint. Companies such as Sarepta Therapeutics, using surrogate endpoints, should take note.
Oct 15, 2013 by Brian Orelli, PhD3 Things to Watch at Amarin's Advisory Committee MeetingFor Amarin's Vascepa to beat GlaxoSmithKline's Lovaza, the Food and Drug Administration advisory committee needs to convince the agency that the drug will improve outcomes, unlike Merck's Cordaptive. But the advisers' comments will be more important than the actual vote, as Orexigen investors have learned.
Oct 11, 2013 by Brian Orelli, PhDTop 5 Biotech Tweets of the WeekTweets about Aegerion Pharmaceuticals, ARIAD Pharmaceuticals, and Gilead Sciences highlight the risks and benefits of investing in biotech.
Oct 11, 2013 by Brian Orelli, PhDIs That a Marketing Partner in Your Pocket or Are You Just Happy to See Me?VIVUS and Auxilium Pharmaceuticals team up to compete against Eli Lilly's Cialis and Pfizer's Viagra.
Oct 10, 2013 by Brian Orelli, PhD3 Things Biotech Investors Can't Do With the Government ShutdownClinicalTrials.gov, advisory committee meetings, and updates on the flu are all affected.
Oct 10, 2013 by Brian Orelli, PhDLooking Good GileadGilead's fortune could create competition for Roche, Johnson & Johnson, and Pharmacyclics.
Oct 9, 2013 by Brian Orelli, PhDTalk About EPIC Bad NewsARIAD Pharmaceuticals gets cut down on safety data, which seems to be good news for Novartis and Bristol-Myers Squibb, which have competing drugs.
Oct 8, 2013 by Brian Orelli, PhDFinding Very Valuable PatientsSarepta, BioMarin, and Sanofi are doing a good job; Prosensa, GlaxoSmithKline and PTC Therapeutics should take note.
Oct 4, 2013 by Brian Orelli, PhDTop 5 Biotech Tweets of the WeekLearning about biotech investing from the tweetosphere.
Sep 30, 2013 by Brian Orelli, PhDProfiting From VanityCosmetic treatments could pick up as the economy improves
Sep 30, 2013 by Brian Orelli, PhDReading Between the Biotech Management LinesManagement isn't always the best to listen to.
Sep 30, 2013 by Brian Orelli, PhDWhy a Backup Plan Is No Plan at AllAchillion Pharmaceuticals is in big trouble.
Sep 30, 2013 by Brian Orelli, PhDPreparing for the End of the Biotech BubbleThe biotech bubble is here, and its end is coming -- eventually. Here are some ideas on how to handle it.
Sep 30, 2013 by Brian Orelli, PhDMore Important Than "Shots on Goal"Having capital to fund the biotech pipeline helps. A lot.
Sep 30, 2013 by Brian Orelli, PhDValuing the Next Obesity DrugmakerStudying the potential upside of Orexigen by comparing it to similar products.
Sep 27, 2013 by Brian Orelli, PhDTop 5 Health-Care Tweets of the WeekSorting through the noise to bring insight and investment lessons.
Sep 27, 2013 by Brian Orelli, PhDBig Pharma Competition Shouldn't Worry This BiotechAbbVie and Galapagos's cystic fibrosis drug deal shouldn't threaten Vertex.
Sep 25, 2013 by Brian Orelli, PhDBiotech Investors: Be Careful Who You Listen ToWhen looking at buzz in the media about biotech companies, read and verify.
Sep 24, 2013 by Brian Orelli, PhDWhen the EMA Says No, Try, Try, and Try AgainVIVUS makes a third attempt to get its obesity drug Qsymia approved in the EU.