The Week in Review #39 During the Departed Week Three Prohost Portfolio Picks Hit Their 52-Week Highs The three picks referred to in the above title are, Novartis (NVS), Array (AARY) and Ionis (IONS). Previous Prohost Letters discussed Novartis and Array and continued to remind that they are Prohost favorites. The time has come to take a deeper look at Ionis; starting with the reasons …

Prohost Letter #429 End of the Year Decisions ~ Part 4 We picked for our portfolio what we believed are biotech firms with breakthrough technologies  and promising products. The few firms that failed us in the beginning were lacking good management or suffered from greedy management. Later, when we liked biotech companies, we picked them only when we confirmed their management’s capability and honesty... &nbsp …

The Week in Review #38 SYNOPSIS Good News and Setbacks During the Departed Week from the Prohost Portfolio FIRMS WITH GOOD NEWS SPARK THERAPEUTICS The most important happening, with the most exciting positive impact, has come this time from our picked gene therapy company, Spark Therapeutics (ONCE). It was electrifying news, which announced acquisition by Roche (RHHBY) of Spark Therapeutics; at a price of $114.50 …

From the American Society of Clinical Oncology Genitourinary Cancers Symposium (ASCO GU) Prostate Cancer A presentation by Bayer demonstrated improvement in the treatment of non-metastatic castration-resistant prostate cancer. Separate presentations by Bristol-Myers and Janssen also demonstrated improvement in metastatic castration-resistant prostate cancer. Non-Metastatic Castration Resistant Prostate Cancer Bayer Results from pivotal Phase 3 ARAMIS trial with Bayer’s (BAYRY) and Orion Corporation’s jointly-developed product darolutamide plus …

Prohost Letter #428 End of the Year Decisions ~ Part 3 In Part 3 of this series we selected two firms, both were recently added to the Prohost Portfolio. The first firm, FortySeven (FTSV), focuses on an immunotherapy that differs from the breakthrough blockbuster checkpoint inhibitors on the surface of the T Cells. FortySeven’s products target checkpoint proteins on both cancer cells and macrophage cells. The latter …

Now You See it, Now You Don’t Deliberate Omissions of Real Facts Real facts might be displayed or concealed depending on the news announcers’ or bloggers’ self-interests. The following contains cases of deliberate or unintentional omission of facts that led to the decline of fundamentally sound biotech and biopharmaceutical firms in bullish market during the departed trading week . . . This content is for paid subscribers. Please …

Prohost Letter #427 End of the Year Decisions ~ Part 2 As a result of the unexpected volatility in the stock market, we carefully reassessed each and very stock we picked for the Prohost Portfolio. Consequently, we had to change many of our 2019 targets in all 7 tables which represents the whole portfolio of companies we believe are offering lucrative investment opportunities. On January 3, …

Prohost Letter #426 End of the Year Decisions ~ Part 1 We decided to make this Prohost Letter a guideline of our opinion regarding all the firms we picked for the Prohost Portfolio, rather than the few firms that we promised to elaborate on in the Prohost Portfolio that we posted on January 1, 2019 at the Prohost Biotech website . . . This content …

The NEW Prohost Portfolio Small Important Changes We are making some very small but important changes in our portfolio. Each table represents a sector among the various technological divisions that create more effective products currently being used, or intended to be used, in the management of various illnesses...

The Week in Review #35 Politics and the Market The market tumbled today as Theresa May, the Prime Minister of England, delayed the Brexit vote!  The question becomes, what will be put forth next as a legitimate reason for bringing the market down and eroding investors’ gains? The weather? A war among gangs in a fourth-world country? Maybe the resignation of the chairman of a …

Prohost Letter #425 When Common Sense Fails to Explain the Market Performance It is not unusual for the stock market to be in a selloff mood for a few days. However, in the last couple of months, the market unexpectedly plunged deep into the ocean of the unknown. The exaggerated volatility was nerve-wracking for professional analysts. This is especially true for candid analysts who base …

The Week in Review #34 Improving on Immunotherapy and preventing one of its serious side effects. Removal of glutamine leads to a substantial reduction in cell growth or induces cell death in certain types of cancer cells, indicating that these cells are dependent on, or "addiected" to, glutamine. Normal cells do not depend much on glutamine . . . This content is for paid subscribers. …

The Week in Review #33 WE CALL IT THE BAD MARKET The Federal Reserve’s raising of the interest rate does not and should not mean a demise of the companies trading on the NASDAQ and other stock exchanges. The biotech group of firms with strong scientific fundamentals will not stop innovating and bringing breakthroughs to millions of people who are desperate for them if an …

The Week in Review #32 POSITIVE NEWS PROTEOSTASIS THERAPEUTICS Cystic Fibrosis Two days ago, a clinical-­stage small firm called Proteostasis Therapeutics (PTI) announced positive preliminary results from ongoing Phase 1 cystic fibrosis studies. The trial involved the firm’s proprietary combination therapy doublet, PTI-­808 + PTI-­801...

Prohost Letter #424 Following the Stars Less Science and More Logic We reiterate that while a human star is born every once in a while on Earth, several stars born daily in research labs may be designated every other day by the FDA and other health regulatory agencies around the world. These agencies call these potential stars’ breakthrough drugs, but not all the molecules designated …

The Week in Review #31 IN THE DEPARTED WEEK NOVEL MIGRAINE DRUGS ARE APPROVED ELI LILLY AFTER AMGEN AND TEVA In less than five months, the FDA approved three products belonging to four drug developers – all targeting calcitonin gene-related peptide (CGRP) for the prevention of migraine headache. The latest for Eli Lilly (LLY) last week . . . This content is for paid subscribers. …

The Week in Review #30 FROM THE DEPARTED WEEK In the past week, we came across a lot of news announcing research, clinical trial results, collaborations, product approvals and acquisitions. Much of the departed week’s news though, does not represent complete stories, especially the ones related to research. They represented early works in progress offering no concrete results that we can evaluate. Important news for …

The Week in Review #29 PROHOST AGGRESSIVE PORTFOLIO  - The aggressive portfolio hosts biotech firms with solid scientific fundamentals and prominent scientists whose stocks have plummeted following some setbacks. A setback could be a failure of an investigational product to meet the endpoints of its clinical trial or that the small biotech firm has taken long to achieve its goals . . . This content …

The Week in Review #28 The approval of revolutionary products created by biotech firms with solid scientific fundamentals, superior scientists and advanced technologies is what motivates us to pick for investment biotech and biopharmaceutical firms. So, let’s see what has been approved in the parting week  from firms that we picked for investment.       IMPORTANT APPROVALS       Prohost Picked Firm     …

The Week in Review #27 PRIORITY TOPICS: CRISPR GENE EDITING, GENETIC ENGINEERING & ANTISENSE TECHNOLOGY The choice of these topics was dictated by investors who follow the sell side preaching. These negative investors decided to cause a selloff in all kinds of therapeutics that act at the root cause of diseases, i.e., the malfunctioning genes. These therapeutics are what we call the future treatments and cures. Indeed, during …