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Recent Posts:

November 16, 2018:  Stepping on the gas

November 16, 2018:  The grumbling bear

November 14, 2018:  Q3 2018 Report

November 13, 2018:  More perspective …

November 12, 2018:  Deep Dive: HDCD37

November 09, 2018:  Corporate Nitwittedness

November 05, 2018:  A HackerBot

November 02, 2018:  Dropouts

November 01, 2018:  A seachange

October 31, 2018:  Utter contempt

October 30, 2018:  ASHjust in time

October 29, 2018:  MAIA: Bull’s Eye !

October 29, 2018:  Deep DiveCD3xCD20

October 29, 2018:  Medical Dogma’s (2)

October 27, 2018:  A little perspective

October 25, 2018:  Bottom guessing

October 24, 2018:  Grandpa Fear

October 22, 2018:  Cassiopeia results

October 17, 2018:  Another void

October 16, 2018:  YankeeDoodle

October 14, 2018:  Ready for the meltup …?

October 11, 2018:  The zero-sum game

October 10, 2018:  And again, …

October 09, 2018:  There’s no end

October 05, 2018:  Anxious

October 03, 2018:  What are they smokin’ …?

October 02, 2018:  Fuckaduck

October 02, 2018:  EyeOpener

September 29, 2018:  Decimated …

September 28, 2018:  Chinese Clown’s …

September 27, 2018:  Capital M Day

September 22, 2018:  Momentum Drivers

September 19, 2018: There’s no limit …

September 14, 2018:  Crap

September 12, 2018:  Deep Dive: Axl-ADC (3)

September 09, 2018:  Deep Dive: Axl-ADC (2)

September 05, 2018:  Deep Dive: Axl-ADC (1)

September 04, 2018:  p53

August 31, 2018:  EMA approval

August 30, 2018:  Deep Divin’

August 29, 2018:  Credibility

August 29, 2018:  Massive …

August 25, 2018:  Neglect (2)

August 24, 2018:  Neglect (1)

August 13, 2018:  It’s official now

August 11, 2018:  Scared …

August 08, 2018:  Q2 2018 Report

August 08, 2018:  Bridging the gap (2)

August 02, 2018:  Birdbrained … (2)

August 02, 2018:  Birdbrained … (1)

July 27, 2018:  Positive CHMP opinion

July 23, 2018:  Beyond a shadow of a doubt

July 17, 2018:  Genmab reports sales

July 12, 2018:  Another Benchmark

July 10, 2018:  Bridging the Gap

July 08, 2018:  Bear Raiding

July 06, 2018:  Gilroy

4th of July, 2018:  Independence Day 

June 29, 2018:  It stinks …

June 24, 2018:  Reality check

June 22, 2018:  It’s been 4 weeks …

June 18, 2018:  “Time …”

June 14, 2018:  On the way back up

June 13, 2018:  Lemmings …

June 12, 2018:  The Wolfpack …

June 06, 2018:  ASCO 2018 (2)

June 03, 2018:  The HSPs are UNAFFECTED …

May 29, 2018:  The Morning After …

May 28, 2018:  Black Monday

May 26, 2018:  Like a bolt from the blue

May 24, 2018:  Key to Success (4)

May 23, 2018:  Key to Success (3)

May 22, 2018:  Medical Dogmas

May 18, 2018:  An atrocious mess …

May 17, 2018:  Something’s not adding up

May 16, 2018:  Something’s ticking ...

May 13, 2018:  All’s hunky-dory

May 10, 2018:  Roche takes a dive …

May 10, 2018:  Bank Analyst Update

May 09, 2018:  Q1 2018 report

May 08, 2018:  Pricing 1st-line …

May 08, 2018:  And we got it …

April 30, 2018:  Emotions & Time

April 27, 2018:  General Prayer Day

April 26, 2018:  Chicago June 1–5

April 24, 2018:  Another blow-up …

April 23, 2018:  GSK trial manipulation

April 23, 2018:  A Shelby for a Reliant ...

April 19, 2018:  Beyond the parrots

April 18, 2018:  The Seventh DuoBody

April 17, 2018:  J&J Reports Q1

April 14, 2018:  EM1 progressing

April 11, 2018:  1st line in Brazil ...

April 07, 2018:  Up in Flames …

April 06, 2018:  A Sobering Bump …

April 03, 2018:  Open for business

March 30, 2018:  Out of control …

March 28, 2018:  Enjoy Easter

March 26, 2018:  Outlook update

March 22, 2018:  AbbVie hits a bump …

March 20, 2018:  Cloud-Cuckoo-Land

March 20, 2018:  The Black Swan …

March 17, 2018:  Patience …

March 13, 2018:  The Sixth DuoBody

March 08, 2018:  Something Big …

March 03, 2018:  Zinbryta withdrawn …

March 01, 2018:  It’s been 4 years ...

February 28, 2018:  From bad to worse …

February 24, 2018:  Another one ... (2)

February 23, 2018:  Turbo Acceleration …

February 21, 2018:  Genmab 2017 Report

February 20, 2018:  How to cope … ?

February 19, 2018:  Quiet, slow ...

February 18, 2018:  Grand Larceny …

February 17, 2018:  Mad Cow Disease … (2)

February 10, 2018:  XIV-trading into the abyss

February 09, 2018:  Ignoring the obvious …

February 06, 2018:  Dow plunges 1,500 points

January 31, 2018:  The Arctic …

January 29, 2018:  Shareholders Update

January 27, 2018:  A New Tax Code

January 26, 2018:  Mad Cow Disease …

January 23, 2018:  J&J Full Year Report

January 22, 2018:  Celgene’s Demise

January 22, 2018:  A $50 million bonus

January 20, 2018:  Priority Review

January 17, 2018:  And the winner is …

January 17, 2018:  Celgene Crumbling

January 15, 2018:  King Day

January 11, 2018:  The JPM Conference

January 09, 2018:  Shareholders Update

January 08, 2018:  Fund Flows

January 07, 2018:  Analyst Update

January 05, 2018:  On the slopes …

December 29, 2017:  A Major Disconnect

December 23, 2017:  Merry Christmas

December 19, 2017:  Every Man Jack

December 16, 2017:  G’s Take-out Value (2)

December 15, 2017:  ASH 2017 Review (2)

December 15, 2017:  ASH 2017 Review (1)

December 11, 2017:  Funchal, Madeira

December 02, 2017:  Genmab’s Take-out Value

November 30, 2017:  Another one …

November 24, 2017:  No End …

November 21, 2017:  Filing 1st Line MM

November 16, 2017:  YES !!!

November 13, 2017:  Pathetic Fallacy (update 2)

November 13, 2017:  Bleeding’ the Banks

November 08, 2017:  Genmab Reports Q3

November 03, 2017:  Utterly Fed Up

November 02, 2017:  The Abstracts

October 30, 2017:  The Silent Coup

October 27, 2017:  Losing Control …

October 25, 2017:  Backward Reporting

October 20, 2017:  Celgene Hits a Wall

October 17, 2017:  J&J Q3 Report

October 16, 2017:  The Next Move … (4)

October 10, 2017:  Tisotumab Progress

October 07, 2017:  The Crap Scale

October 05, 2017:  Autumn

October 01, 2017:  Last End Game (Part 3)

September 29, 2017:  Last End Game (Part 2)

September 27, 2017:  Last End Game (Part 1)

September 27, 2017:  The Growing Gap

September 19, 2017:  FDA stops Roche

September 15, 2017:  Bavarian comes to a stop

September 07, 2017:  Et voilà Astra/Celgene

September 07, 2017:  BMS hits the same wall

September 01, 2017:  Janssen ends MG’s program

September 01, 2017:  Merck hits another wall

August 29, 2017:  Seattle opts-in

August 24, 2017:  Alcyone: Bull’s Eye !

August 23, 2017:  Myelodysplastic Syndromes

August 22, 2017:  Another Superstar

August 11, 2017:  The RC Continues …

August 09, 2017:  Genmab Reports Q2

August 05, 2017:  Valuation Intricacies

August 03, 2017:  Teva implodes …

July 27, 2017:  Astra hits a Wall …

July 24, 2017:  Careful with CAR-T

July 18, 2017:  J&J Q2 Report

July 09, 2017:  In the Doldrums …

July 01, 2017:  Fall Down 7 Times …

June 23, 2017:  Upside Down …

June 22, 2017:  Seattle hits a Road Block

June 16, 2017:  Dara-Pom-Dex approved

June 14, 2017:  Great Interview …

June 13, 2017:  Chaos & Controversy

June 13, 2017:  Merck hits a wall …

June 11, 2017:  The Ultimate Payoff …

June 6, 2017:  ASCO 2017 Data

June 1, 2017:  Citi to 1,800

May 19, 2017:  ‘Mega’ Status …

May 12, 2017:  General Prayers Day

May 11, 2017:  Roche Hits A Wall !

May 8, 2017:  DenmarkBridge Award

April 29, 2017:  Salut Sanofi …

April 28, 2017:  EMA Approval

April 21, 2017:  Chicago June 2–6

April 19, 2017:  Global Biologics Production

April 18, 2017:  J&J Q1 Report

April 17, 2017:  Canadian Approval

April 14, 2017:  Egg On Their Face

April 12, 2017:  Easter Weekend

April 7, 2017:  The Second DuoBody 

April 4, 2017:  No Funch !

April 1, 2017:  April Fools Day

March 30, 2017:  Better Opportunities … 

March 26, 2017:  A Top-Five Player

March 16, 2017:  NICE playing hard ball …

March 15, 2017:  A Wake Up Call

March 14, 2017:  Racing to Catch up

March 5, 2017:  The Ultimate Leap Forward

February 24, 2017:  A Positive Opinion

February 22, 2017:  2016 Full Year Results

February 19, 2017:  The Winner is …

February 15, 2017:  Pathetic Fallacy (2)

February 9, 2017:  Losing $80 billion …!

February 8, 2017:  Even More Applications …?

February 6, 2017:  Another new high …

February 01, 2017:  Leap Frog Antibodies

January 26, 2017:  J&J’s paying $30 billion

January 21, 2017:  The Key to Success (2)

January 17, 2017:  The Key to Success

January 17, 2017:  Jefferies, JPM, Goldman & Nordea Raising

January 08, 2017:  A New Closing-High

January 06, 2017:  Eat Humble Pie

January 04, 2017:  The JPM Conference next

December 30, 2016:  Let’s get going…

December 27, 2016:  Oeps…

December 27, 2016:  The Bigger Plan

December 21, 2016:  Where’s the charm…?

December 20, 2016:  Overtaking left & right…

December 17, 2016:  Disruptive Innovation

December 17, 2016:  Merci, chérie…

December 14, 2016:  Third time’s the charm (2)

December 12, 2016:  Arzerra Label Expansion (2)

December 6, 2016:  ASH 2016 (2)

December 5, 2016:  ASH 2016 (1)

November 30, 2016:  Third time’s the charm

November 28, 2016:  J&J after part of Actelion…

November 27, 2016:  FDA approval 2nd-line

November 23, 2016:  Continuing problems…

November 20, 2016:  Moving Closer…

November 10, 2016:  AXL into the clinic

November 10, 2016:  CMD. Beyond Darzalex…

November 9, 2016:  A clean GOP sweep

November 8, 2016:  The Fourth DuoBody…

November 4, 2016:  The cows come home…

November 3, 2016:  A Wave of Raises…

November 2, 2016:  An Excellent 3rd Quarter

November 1, 2016:  Ninlaro, blah, blah…

October 29, 2016:  ASH 2016 approaching…

October 26, 2016:  A Dem Sweep…?

October 24, 2016:  Nordea in the lead (2)

October 18, 2016:  Goldman ups the ante…

October 16, 2016:  Deutsche: shocking…

October 8, 2016:  The Apple of Biotech…

October 6, 2016:  NEJM Publishing Pollux

October 5, 2016:  Solid Tumors (2)

October 3, 2016:  Darzalex Accelerating

September 30, 2016:  Citigroup (2)

September 27, 2016:  Another One Bites the Dust…

September 22, 2016:  Institutional Shareholders Update (2)

September 19, 2016:  Natural Killer (NK) Cells

September 10, 2016:  A Giant Sinkhole…

August 31, 2016:  A Unit Blow Up…

August 31, 2016:  Arzerra Label Expansion

August 28, 2016:  A Fortunate Turn

August 27, 2016:  Of the highest importance

August 23, 2016:  What a Difference…

August 20, 2016:  Solid Tumors

August 14, 2016:  Me-tooism

August 14, 2016:  2Q2016 Report

August 10, 2016:  Getting Real After All…

July 30, 2016:  Ten Years After

July 27, 2016:  Breakthru…

July 23, 2016:  Institutional Shareholders Update

July 17, 2016:  The Next Move … (3)

July 08, 2016:  Another Blow-up…

July 07, 2016:  A Veritable Cesspool

July 06, 2016:  BMS eats Cormorant

July 04, 2016:  Drowsy as a Dormouse…

June 30, 2016:  Something’s Brewing…

June 28, 2016:  The Esemplastic Gift

June 24, 2016:  The Flash Correction…

June 16, 2016:  TC-Week …

June 14, 2016: TC-Day … (4)

June 11, 2016: TC-Day … (3)

June 11, 2016: TC-Day … (2)

June 09, 2016: TC-Day …

June 06, 2016:  Back in Frogland

June 03, 2016:  Dawdlers

June 01, 2016:  Pricing

May 30, 2016:  Crocevia

May 26, 2016:  News from Syracuse

May 24, 2016:  Rapid Fire

May 23, 2016:  EMA Approval

May 23, 2016:  Danske

May 21, 2016:  A Break

May 18, 2016:  Pollux Data

May 18, 2016:  Splitting up

May 14, 2016:  A Billion Dollars

May 11, 2016:  1st Quarter Reports

May 10, 2016:  Barriers

May 06, 2016:  Gilead

May 06, 2016:  100,000 hits

May 05, 2016:  Trial News

May 01, 2016:  The Paragon

April 27, 2016:  Action

April 24, 2016:  One + One

April 19, 2016:  New Insights

April 16, 2016:  Leading or Lagging Indicator