Das könnte abgehen....
Rodman & Renshaw raised its target on Keryx because the firm thinks the Phase III program of the company's Perifosine drug is going well while the company has multiple catalysts in 2010. The firm reiterates an Outperform rating on the stock. :theflyonthewall.com
May 13, 2010 | about: CLDX / DCTH / KERX / NKTR / PCYC / PVCT.OB
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By Ian Cooper
Nothing has the power to send a biotech stock to the moon like the FDA...
Unless, of course, that biotech is presenting at the annual — and super influential — American Society of Clinical Oncology conference.
You see, any time a company is expected to present healthy data at ASCO, the speculation over FDA approval, buyout, and game-changing findings can jet stock prices going into the conference.
I expect this year's conference (taking place June 4-8 in Chicago) to be no different...
Just as we saw heading into the 2009 ASCO conference:
Seattle Genetics (SGEN) soared from $8.25 to more than $10.50
Pfizer (PFE) jumped from $13.25 to more than $15.50
Exelixis (EXEL) jumped from $4.25 to more than $6
And ArQule (ARQL) jumped from $3.95 to more than $5.
And just as we saw in 2008:
Immunogen (IMGN) flew from $3 to more than $4.75
Rigel (RIGL) climbed from a low of $20 to more than $24.50
Novartis (NVS) jumped from $50 to $54
And Infinity Pharmaceuticals (INFI) ran from $6.50 to $9.50
(Note: With $1 to $2 gains, you're not likely to see explosive returns — with stocks, at least. It's why we use options to milk underlying stock gains for white hot, and sizable profits every time.)
While ASCO is among a big draw factor for investor interest, know this: the unpredictability of presentations for those outside the biotech world won't always lead to a sure-fire winner.
What does matter is being in the right place at the right time — and that time is now.
Ask anyone who trades ASCO, FDA calendars, and Phase III trials, and they'll tell you the same thing: The price of a biotech stock will go up as the date draws closer.
And if you want to maximize your potential return from ASCO, you must be in place at least three to four weeks in advance. In regards to this year's conference in June, that's now.
But it doesn't mean that you should risk the house...
Not all trades will work out like Dendreon.
In the case of our Dendreon (DNDN)/ASCO trade (which produced 65% and 71% gains), we were able to profit within a day or two of a presentation at the ASCO Genitourinary Cancers Symposium.
Buying ahead of this conference — where speculators anticipated an explosive upside move — resulted in quick gains.
You see, as a conference nears and people expect to hear good news, crowds of speculators and traders start coming in to buy the stock, sending the stock up.
This happens over and over again, with many biotechs and pharmaceuticals. The only key is having the information in as far in advance as you can... and when it comes to conferences, at least a month.
Here's How to Trade ASCO Now
Between now and June 8, 2010, here are six trading ideas that we believe could pay off well.
One of our favorites is Delcath (DCTH), which Adam Sharp has spoken about in depth:
Investors will get a first look at Phase III results at the ASCO meeting. This could be a very big catalyst for DCTH shares...
The company recently announced positive clinical data for their proprietary liver cancer treatment system, The Delcath Percutaneous Hepatic Perfusion (PHP) device, which works by first isolating the patient's liver from the rest of the circulatory system...
The system, which is unique as far as I know, allows doctors to target the liver with 10x higher doses of chemotherapy than are normally feasible...
It could prove to be an important life-extending development for patients who currently have few treatment options...
Patients who received treatment from the Delcath system had more than a 50% reduction in a primary study goal, "time to tumor reduction or death." The results exceeded primary endpoint expectations and were statistically significant. In FDA-speak, that's good news for patients — and investors.
Reuters reports that the market for Delcath's system to treat the spread of melanoma to the liver could be $745 million in the U.S. alone. Delcath is also proceeding with phase II clinical trials on primary liver cancers at the National Cancer Institute.
The company's current market cap was around $395m.
By June 5, we'll learn about overall survival of patients, along with other important study details. So even though Delcath's system met the primary endpoint, as they announced tonight, we don't know exactly how long (or if) it increased overall survival among patients. The data looks good so far, but I prefer to stay wary and be ready for a surprise.
You can read more in Adam's full article on Delcath Systems (NASDAQ: DCTH).
That's just one of the companies presenting ASCO data. To be well-diversified (usually a prudent measure), we'd recommend including some of these in your basket...
Provectus (PVCT.OB)
Provectus (in the same industry as Dendreon) is focused on the development of cancer and psoriasis treatment based on the Rose Bengal compound. It's looking strong ahead of key clinical trials and ahead of the ASCO conference.
Here's what's really exciting...
According to the company:
Rose Bengal is a red dye that was previously used to test for corneal scratches because it is preferentially absorbed by damaged cells. Provectus found that a highly specialized version of this dye is also absorbed in irregular or damaged cancerous cells... As the cancerous cells continue to take in more and more PV-10, they begin to rupture and eventually go into cell necrosis (death). The entire process also occurs without any radiation, which gives the treatment a substantial edge over existing treatments with side-effects.
Celldex Therapeutics (CLDX)
Partnered with Pfizer, Celldex's CDX-110 was developed for glioblastoma, a common and aggressive form of brain cancer. Shares of this stock are already running nicely ahead of the ASCO meeting.
Pharmacyclics (PCYC) — Also a possible takeover target, we believe
We're looking for the company to present data at ASCO to build support for its Btk inhibitor PCI-32765 monotherapy. Roth Capital recently raised its price target on the stock from $8 to $11.
Nektar Therapeutics (NKTR)
We're waiting for the company to update its Phase II study of NKTR-102 in women with platinum-resistant/refractory ovarian cancer. The company reportedly had good results from this study in March.
Keryx Biopharmaceuticals (KERX)
We're looking for the company to present results of a Phase II study of perifosine in combination with capecitabine as compared to a placebo plus capecitabine in patients with metastatic colorectal cancer. Plus, as of this posting, the price target on KERX was raised to to $8 from $5 at Rodman & Renshaw.
aber vielleicht finde ich ja auch noch top-beiträge von dir...dann sieht es ja wieder anders aus.
Posted : Fri, 14 May 2010 12:30:11 GMT
Author : Keryx Biopharmaceuticals, Inc.
Category : Press Release
News Alerts by Email ( click here )
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NEW YORK, May 14 /PRNewswire-FirstCall/ -- Keryx Biopharmaceuticals, Inc. (Nasdaq: KERX) today announced that Ron Bentsur, the Company's Chief Executive Officer, will be presenting at the following May Investor conferences:
Monday, May 17, 2010 - 3:40 p.m. GMT (10:40 am EDT).
6th Annual Rodman & Renshaw Global Healthcare Conference
Grosvenor House Hotel
London, England
Thursday, May 27, 2010 ? 3:00pm EDT
2010 Citi Global Healthcare Conference
New York Hilton
New York, NY
an der guten ausgangslage hat sich ja nichts geändert
Doch selbst Rodman hat sein Kursziel auf 8Dollar erhöht. Und diese Ratingagentur ist sehr gewissenhaft in den Pharmasektoren.
So, ich hab's heute Morgen gemacht und mir noch ein paar Stückchen ins Depot gelegt. Unverbesserlicher Optimist. Tatsächlich ist Keryx eine der wenigen "grünen" Aktien dieser Tage in meinem Depot.
Außerdem sind seit gestern die "abstracts" wissenschaftlicher Beiträge für den diesjährigen ASCO-Kongress (American Society of Clinical Oncology) online und auf der Webseite der ASCO abrufbar (www.asco.org).
Da schneidet Keryx ziemlich gut ab (siehe Anhang)! :-)
Also, es geht voran!
Market Pulse Announces Its Investment Opinion for Monday, May 24, 2010: MZEI -- Technology for Sterilization!
NOTE TO EDITORS: The Following Is an Investment Opinion Being Issued by Market Pulse.
ATLANTA, GA--(Marketwire - May 24, 2010) - Market Pulse is pleased to introduce our featured stock, Medizone International, Inc. (OTCBB: MZEI), to the investment community! Medizone International, Inc. is new to Market Pulse and is poised to become a significant player in the healthcare industry! Medizone International has received a lot of exposure and awareness lately for the company's AsepticSure™ technology for sterilization! Investors are starting to realize what a breakthrough healthcare product AsepticSure™ is! We believe the shares have pulled back and could be poised for another run! Once the street and investors figure out what this company has we believe the shares will perform very well! We are very excited about the potential this product and Medizone International has! Other notable stocks that should be closely watched due to existing fundamental and technical factors affecting each company include:
Apple Inc. (NASDAQ: AAPL): Market Outperform
Tactical Air Defense Services Inc. (OTCBB: TADF): Attractive
Keryx Biopharmaceuticals Inc. (NASDAQ: KERX): Market Outperform
Stock Pick Meanings
These stock picks are the investment opinions of MP's editor and reflect MP's belief regarding the potential price movement over the next one to four weeks of trading of each of the stocks presented. This analysis is done from a technical and fundamental perspective.
Wednesday, June 9, 2010 - 1:20 p.m. EDT
9th Annual Needham Healthcare Conference
New York Palace Hotel
New York City
Thursday, June 10, 2010 - 9:00 a.m. EDT
Jefferies Global Life Sciences Conference
New York City
A live audio webcast of Mr. Bentsur's presentations will be accessible from the Investor Information page of the Company's Website at http://investors.keryx.com. An archived version of each webcast will be available following the conclusion of the live presentation.
ABOUT KERYX BIOPHARMACEUTICALS, INC.
Keryx Biopharmaceuticals is focused on the acquisition, development and commercialization of medically important pharmaceutical products for the treatment of life-threatening diseases, including cancer and renal disease. Keryx is developing KRX-0401 (perifosine), a novel, potentially first-in-class, oral anti-cancer agent that inhibits Akt activation in the phosphoinositide 3-kinase (PI3K) pathway, and also affects a number of other key signal transduction pathways, including the JNK pathway, all of which are pathways associated with programmed cell death, cell growth, cell differentiation and cell survival. KRX-0401 has demonstrated both safety and clinical efficacy in several tumor types, both as a single agent and in combination with novel therapies. KRX-0401 is currently in Phase 3 clinical development for both refractory advanced colorectal cancer and multiple myeloma, and in Phase 1 and 2 clinical development for several other tumor types. Each of the KRX-0401 Phase 3 programs are being conducted under Special Protocol Assessment (SPA) agreements with the FDA. Keryx is also developing Zerenex(TM) (ferric citrate), an oral, iron-based compound that has the capacity to bind to phosphate and form non-absorbable complexes. The Phase 3 clinical program of Zerenex in the treatment for hyperphosphatemia (elevated phosphate levels) in patients with end-stage renal disease is being conducted pursuant to an SPA agreement with the FDA. Keryx is headquartered in New York City.
KERYX CONTACT:
Lauren Fischer
Director - Investor Relations
Keryx Biopharmaceuticals, Inc.
Tel: 212.531.5965
E-mail: lfischer@keryx.com
MFg
Chali
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Wertpapier: Keryx Biopharmaceutical |
...der aufgeteilte Markt:
KERX: USA, Kanada, Mexico
AEZS: Europa + der Rest der Welt
siehe hier: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=50723172