Algeta: The prostate cancer radio-pharmaceutical Alpharadin was submitted to FDA in December so Algeta is still waiting to hear on filing acceptance and priority review. Even though Alpharadin is much easier to use than previous radio-pharmaceutical disappointments like Bexxar and Zevalin and despite stellar survival data, Wall Street investors remain generally suspect about Algeta's commercial prospects. The company needs a speedy FDA approval and a strong launch (hopefully in the back half of 2013) to reverse the skepticism.
Opko Health (OPK): I'm finally going to dig into Opko, to figure out if there's anything more substantive to the company beyond the celebrity status of Chairman and CEO Phil Frost.
Wednesday, Jan. 9 (Feeling really tired by now)
Spectrum Pharmaceuticals (SPPI): What, if anything, can CEO Raj Shrotriya say to scare the shorts, who have nested comfortably in this stock for a year? For starters, Shrotriya should offer more details from the phase III study of belinostat in peripheral T-cell lymphoma. Disclosure to date has been woefully inadequate. Shrotriya will also surely be peppered with questions about the future growth of Fusilev in the face of leucovorin supply slowly coming back on line.Nektar Therapeutics (NKTR): Like many investors, I'm still waiting for Nektar and its partner AstraZeneca to tell us what really happened with the phase III study of opioid constipation drug naloxogel. How much bio-statistical jujitsu was necessary to turn a failed study into one with "positive" results? NPS Pharmaceuticals (NPSP): You're really going to price Gattex at $295,000 per year? Isis Pharmaceuticals (ISIS): When European regulators rejected Isis' HoFH drug Kynamro, supporters defended, claiming the company's real value lies in its deep antisense drug pipeline. Okay, show us what you got. Ziopharm Oncology (ZIOP): The only thing that matters are data from the phase III study of palifosfamide in soft-tissue sarcoma. Results expected before the end of the first quarter. Amicus Therapeutics (FOLD): What caused the failure of the Amigal study in Fabry disease? We may not get the answer until data are presented at a medical meeting in February, but Amicus management will be needled with questions during the breakout session. Arena Pharmaceuticals (ARNA): The commercial launch of its weight-loss pill Belviq is imminent, making Arena the best short of 2013 or a soon-to-be blockbuster.
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