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Xcovery blog - kinase industry knowledge collected and sometimes analyzed

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Tuesday, March 27, 2012. I've taken up blogging on bio-business over at Molecular Future. I continue some of my Xcovery-orginiated analysis and themes from 5 years ago. Protein kinases, drug development), and have expanded to include DNA sequencing, molecular diagnostics, economic development, PGX, and other fun topics. I can also be contacted through the new site tim -at- molecularfuture.com. Please stop by Molecular Future.

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Xcovery blog - kinase industry knowledge collected and sometimes analyzed | xcovery.blogspot.com Reviews
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Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Tuesday, March 27, 2012. I've taken up blogging on bio-business over at Molecular Future. I continue some of my Xcovery-orginiated analysis and themes from 5 years ago. Protein kinases, drug development), and have expanded to include DNA sequencing, molecular diagnostics, economic development, PGX, and other fun topics. I can also be contacted through the new site tim -at- molecularfuture.com. Please stop by Molecular Future.
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Xcovery blog - kinase industry knowledge collected and sometimes analyzed | xcovery.blogspot.com Reviews

https://xcovery.blogspot.com

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Tuesday, March 27, 2012. I've taken up blogging on bio-business over at Molecular Future. I continue some of my Xcovery-orginiated analysis and themes from 5 years ago. Protein kinases, drug development), and have expanded to include DNA sequencing, molecular diagnostics, economic development, PGX, and other fun topics. I can also be contacted through the new site tim -at- molecularfuture.com. Please stop by Molecular Future.

INTERNAL PAGES

xcovery.blogspot.com xcovery.blogspot.com
1

Xcovery blog - kinase industry knowledge collected and sometimes analyzed: DNA keeps rolling (4Q earnings)

http://xcovery.blogspot.com/2007/01/dna-keeps-rolling-4q-earnings.html

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Tuesday, January 23, 2007. DNA keeps rolling (4Q earnings). DNA is no doubt an outstanding company with exceptional near and long term growth prospects, but is it a good investment? DNA - or perhaps the Google of biotech - just reported another solid quarter and full year. DNA's '06 accomplishments bear repeating: 8 FDA approvals in '06, a slew of in-license deals, and a 40% rise in revenues. EPS growth.) Using this as a marke...

2

Xcovery blog - kinase industry knowledge collected and sometimes analyzed: Pre-IND= ~$750,000

http://xcovery.blogspot.com/2007/02/pre-ind-750000.html

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Thursday, February 08, 2007. SGX announced that they've selected a Met inhibitor for pre-clinical development - SGX-523, which apparently is worth $750k, as SGX stock rose $.05 on the news. SGX - with $37M in cash on hand, is valued at $61M (incl. cash), valuing their entire platform and pipeline (the Met program and a pre-clinical bcr-abl program) at $24M. Sadly, this values a pre-clinical lead at around $10M. Guide to biotech IP.

3

Xcovery blog - kinase industry knowledge collected and sometimes analyzed: Aurora

http://xcovery.blogspot.com/2007/01/aurora.html

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Tuesday, January 23, 2007. Has an unbelievably good summary of Aurora kinase efforts, totally obviating a similar list that I kept in a messy excel sheet. Hat tip to the Maestro of Mean Med Chem, the Sultan of Cynical Solubility, KinasePro :). I'm glad you liked it! Unbelievably good is what I strive for ;). Subscribe to: Post Comments (Atom). Kinase Industry Biz News. Guide to biotech IP. IHOP - great protein db.

4

Xcovery blog - kinase industry knowledge collected and sometimes analyzed: Congrats to Sunesis....

http://xcovery.blogspot.com/2007/03/congrats-to-sunesis.html

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Thursday, March 08, 2007. Who entered Phase I with SNS-032, a multi-CDK (2, 7, and 9) inhibitor for blood cancers. The other prominent CDK inhibitors in development are from Cyclacel. Who does not appear to have publicly identified which CDKs are are in their sights. (AZ also has a CDK4 program.). Not to mention the fact that as nuclear proteins, delivery for a-CDK compounds is much more complex than say targeting RTKs.

5

Xcovery blog - kinase industry knowledge collected and sometimes analyzed: Wanna scare a CEO?

http://xcovery.blogspot.com/2007/02/wanna-scare-ceo.html

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Wednesday, February 21, 2007. Wanna scare a CEO? Just say these 7 scary words: "Mr. Icahn is holding on line 2". To a CEO, there's probably few things messages more dreaded than a call from Carl Icahn. (With the possible exception of the classic "I saw your daughter on Springer last night."). King Carl apparently has developed a taste for biotech, following his experience with ImClone. 2 Raider interest will attract other sources ...

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Xcovery blog - kinase industry knowledge collected and sometimes analyzed

Xcovery blog - kinase industry knowledge collected and sometimes analyzed. Tuesday, March 27, 2012. I've taken up blogging on bio-business over at Molecular Future. I continue some of my Xcovery-orginiated analysis and themes from 5 years ago. Protein kinases, drug development), and have expanded to include DNA sequencing, molecular diagnostics, economic development, PGX, and other fun topics. I can also be contacted through the new site tim -at- molecularfuture.com. Please stop by Molecular Future.

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