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Seeing more upside in Medivation
Medivation (NASDAQ: MDVN) is a biopharmaceutical company whose fundamental value is tied to Xtandi® (enzalutamide), a chemical molecule marketed for the treatment of metastatic castration-resistant prostate cancer (mCRPC). The drug is marketed in partnership with Astellas under a 2009 deal that includes a 50% share of sales in the US, tiered royalties from the low teens to the low twenties in ex-US sales plus milestone payments upon achievement of regulatory and commercial goals. The financial terms of the deal can be found here (link).
How much are Amicus Therapeutics’ shares worth?
August 22, 2014
Amicus Therapeutics (NASDAQ: FOLD) reported this week positive data from study 012 of its chaperone small molecule migalastat (Amigal) in patients with Fabry disease. Fabry is a rare disease that affects about 1 person in 117,000 people or about 5,000 patients evenly distributed between Europe and the United States. The hallmark of the disease is the accumulation of the substrate globotriaosylceramide (Gb3) in the kidneys. For more information on Fabry, visit this link.
Valuation report: Aegerion (AEGR)
July 4, 2014.
I’ll start the first valuation report of Iber Biotech with Aegerion (NASDAQ: AEGR). The company markets Juxtapid, a drug intended for the treatment of homozygous familial hypercholesterolemia (HoFH), an ultra-rare disease that produces extremely high blood cholesterol levels leading to a very high risk of heart attack and/or stroke.
Biotech markets news. June 2014
- Morphosys (MOR.DE) and Merck Serono (MRK.DE) enter into immuno-oncology agreement. (cont’d)
- AstraZeneca (AZN) and Synairgen strike asthma deal.
- Kite Pharma (KITE) sets price range ahead of IPO.
- Orexigen Therapeutics (OREX) gets a 3 month delay for Contrave’s PDUFA.
- GSK and Theravance (THRX) report positive Phase III data of ICS/LAMA/LABA combo in COPD.
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