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Tag: Agenus (AGEN)

Has the Time Come to Appreciate Agenus?

Incyte and Agenus Announce Global Alliance to Develop Novel Immuno-Oncology Antibodies Today’s news is good for Agenus (AGEN) whom we kept in our portfolio because of many reasons – all have been mentioned in our previous articles. What makes today’s...

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January 9, 2015

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Immunotherapy at ASCO. What Do We Want to Hear?

For those who ask whether immunotherapy will have a dominant presence at ASCO, we confirm that yes; immunotherapy therapeutics will have a presence and a lot of audience, especially oncologists. There is big reason for oncologists’ interest in the subject....

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May 22, 2015

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Unearthing Dynavax Treasures Has Nothing to Do with Greece Troubles

Today it is Greece. What About Tomorrow? Can Greece's crisis devastate the biotech sector? No sane individual would think so and the hysteria cannot be called other than what it is. The biotech sector is not overvalued and its value...

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June 29, 2015

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Prohost Letter #378 Part 2

Prohost Letter #378 Part 2 2015 ASCO ANNUAL MEETING What a Big Revolution in Oncology! The ASCO meeting projected the huge advancement in the understanding, diagnosing and treating cancer. What looked as if a sudden explosion has brought in the...

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June 9, 2015

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Prohost Letter #378 Part 1

Prohost Letter #378 Part 1 Views and Visions TOP-TIER BIOTECHNOLOGY COMPANIES GILEAD We wrote a lot about Gilead (GILD) , doing our best to protect investors against negative gossip that filled the media and aimed at misleading and insulting investors’...

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May 27, 2015

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Prohost Letter #376

Prohost Letter #376 WHILE LOOKING AT THE BIOTECHS SCIENTIFIC FUNDAMENTALS We keep an eye on other factors That influence the stocks Investors who pick their stocks based on the firms’ solid scientific fundamentals, technological capabilities and pipeline products’ promises are...

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March 11, 2015

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Prohost Letter #375 Part 1

Prohost Letter #375 Part 1 BIOTECHNOLOGY: THE BEGINNING OF A NEW ERA STATE- OF-THE-ART APPROACHES FOR  THE MANAGEMENT OF CHRONIC AND DEADLY DISEASES  ARE IN HUMAN CLINICAL TRIALS We are encouraged by some novel treatments for chronic diseases and cancer...

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January 29, 2015

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Prohost Letter #383

Prohost Letter #383 The Market -  Recent tails about the market and the biotech sector are true thrillers. By true we mean no-fiction. The accounts lack common sense. Professionals' interpretations of the stocks' and of the market's moves are bizarre...

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September 25, 2015

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Prohost Letter #379

Prohost Letter #379 Investors Concerns, Excitments and Expectations It is understandable the fact that bullish and bearish analysts have opposite opinions (opposite wishes too) on biotech firms’ pipelines products and clinical trial results. They differ in assessing important news and...

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July 12, 2015

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Prohost Letter #388

Prohost Letter #388 TOPICS - 1. AN INDISPENSABLE SHORT INTRODUCTION 2. GENE EDITING 3. GENE THERAPY 4. CANCER IMMUNOTHERAPY 1. GENE EDITING Exon Skipping: Biomarin (BMRN); Sarepta (SRPT); These firms are waiting FDA approvals for Duchenne Muscular Dystrophy (DMD) Gene...

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December 2, 2015

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