Saturday, February 10, 2018

An Integrated BioSci Investing Partners Reward Program: To Deliver Increasing Value For Subscribers

Summary

IBI Partners Reward program launched to increase the value for our subscribers.
Partners to earn points after staying with us for at least 3 months.
Points are rewarded for new subscriber referral. Quality stock tips and activity in the chat are also honored with points. Those who leave us a positive review also get points.
Points earned can be exchanged for cash monthly.
With certain milestones achieved, partners can gain entry into the VIP program.
Price is what you pay. Value is what you get. - The Oracle of Omaha (Warren Buffett)
Regardless of the tumultuous market this previous week, we’ve procured substantial gains for Integrated BioSci Investing (“IBI”) partners since 2017. If the bear market is to come, you’ll still continue to compound substantial capital if you have a long-term approach. With the 40% cash reserve in the IBI Long-Term portfolio, we’ll be in the position to take full advantage of the opportunities to purchase firms (on sales at significant discounts to their intrinsic values (if the recession will come soon).
Figure 1: Notable IBI performers. (Source: Google Finance)
Without further ado, let’s shift gear into the next growth catalyst. And, it is an honor to introduce you the Partners Reward (“PR”) Program - a new implementation that is seeking to deliver increasing value for our community of experts (physicians, scientists, fund managers, investment advisors, executives, market leaders, and everyday investors).
As follows, the program is based on a system that honors partners with points to be accumulated over time for rewards (including cash as well as the entry into our VIP Partnership). Later, we’ll go over how you can gain entry into the aforesaid VIP membership and how the cash conversion from points works. But first thing first, we’ll elucidate following ways for you to earn the points.

Subscribers Referral

With each new subscriber that you referred to IBI, you’ll receive 100 points. All you have to do is to reach out to your friends and family to subscribe to IBI. A good way is to advertise about us via your Facebook or other social media. Just make that you inform the new subscriber to let us know that you’re the person who made the referral. You can use your real name or pseudonym as you wish.

Loyalty Partners

By staying with us for at least three months, you’ll earn 100 points. For every 3 additional months, another 50 points will be added.

Market Intelligence

In addition, points will be rewarded to partners who are active in the chat forum (and to provide stellar stock tips as well as being helpful to the community). Of note, subscribers who tipped us with stock ideas that proved to work out over time will also rack up more points. Despite that the rewarding of this aspect can be subjective, we’ll try our best to make sure that it is fair to all partners. Accordingly, each reward in this category comes in as 100 points.

Business Development

Subscribers who provided us with insightful advice on business development as well as connecting us to various resources will also receive 100 points for each occasion. For instance, we’ll reward a partner with the pseudonym “8iron,” with 100 points, who helped us with the design of the IBI Long-Term portfolio. Moreover, those who wrote us a positive review (to enable investors to learn more about our service) will be rewarded with 100 points.

Partner of The Month

A subscriber who earned the most points for the month will be featured in our “Partner of The Month.” In this case, we’ll give you an additional 1,000 points on top of what you’ve earned.

Points Conversion

With the points accumulation over time, you can cash out monthly. If you choose to cash out, we simply need to have your PayPal for us to send you money within a day of your request. We can also send money via MoneyGram, but we prefer PayPal. In terms of conversion, every 100 points are worth $10. For 20K points accumulated, you can cash out your $2K or trade it for the entry into the aforesaid VIP Program.
VIP Partners have the best service, hands down. As a VIP, you can consult with Dr. Tran as much as you like. You’ll have his cell phone as well as Skype. And, he will feature your favorite stocks in the Integrated BioSci research, which often helps to unlock its value of your holding substantially. Nevertheless, the stocks have to meet certain criteria. You’ll also get periodic exclusive intelligence not available to regular members. Furthermore, you’ll gain the first invitation to join IBI’s management team.

Transparency And Tracking

We’ll keep a Google Spreadsheet that is viewable with a password. All you have to do is to provide us your email (and we’ll send you an email invitation for access. Notably, you can check your progress in real-time (as well as to chat with us and let us know what else we can do to better serve you).

Final Remarks

We’re testing this new PR Program to assess its efficacy in delivering increasing value for our partners. Of note, we’ll honor the points with the cash as stated. Be that as it may, we wish to disclaim that the points do not have cash value and are subject to change anytime on our behalf without due notice. Last but not least, we’ll update this program based on your feedback. Let us know what you think. As you are our business partners, your voice is important to us.
Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 359% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 167% gains; Kite Pharma netted 82%; Atara Biotherapeutics (NASDAQ:ATRA) appreciated +211%. Crispr Therapeutics (NASDAQ:CRSP) garned plus 110%. Exelixis Inc (NASDAQ:EXEL) earned greater than 51% capital appreciation. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.
Notably, we’ll increase our price soon. SUBSCRIBE to our marketplace research now to lock in the legacy price and save money in the future.To receive real-time alerts on our articles as well as blogs, be sure to check out our profile page and CLICK the orange FOLLOW button . Asides the exclusivities, this article is the truncated version of the research we published in advance to IBI subscribers. Further, you can read up on Dr. Tran’s background by following this link. If you'd like to get our other once weekly ideas sent to your mailbox, check out Dr. Tran BioSci and sign up with our mailing list.

Thursday, February 8, 2018

An Integrated BioSci Alpha Intelligence On Gilead Sciences: What the Fiscal 2017 Earning Foretells?

Summary

Gilead reported favorable Q4 earnings that beat the market’s average estimate. HCV revenue is still in a downtrend.
As Sovaldi’s entry into China to take root, sales should be improved.
Progress is being made in the NASH segment.
CAR-T is progressing robustly as we anticipated.
To push for robust growth in the coming years, the company is in discussions to potentially acquire a gene-editing company.
However, to all this should be added something of equal importance if an investment is to prove a genuine bonanza. The largest profits in the investment field go to those who are capable of correctly zigging when the financial community is zagging. The Father of Growth Investing (Philip Fisher)
On Feb. 7, 2018, Gilead Sciences (NASDAQ:GILD) - a giant bioscience at the forefront of the innovation and commercialization of therapeutics to service various niche markets - traded $2.38 (+2.9%) higher at $82.76 (due to the positive earnings). Since we recommended the firm to subscribers of Integrated BioSci Investing (on Nov. 10, 2017), the stock has appreciated more than 12%. The capital gain is mostly due to the following powerful catalysts powering the company: Chimeric Antigen Receptor and T-Cell Receptor (“CAR-T”) platform, Hepatitis C franchise expansion into the vast China market, as well as nonalcoholicsteatohepatitis (“NASH”).
Figure 1: Gilead stock chart. (Source: StockCharts).

Thursday, February 1, 2018

An Integrated BioSci Alpha Intelligence On Solid Biosciences: Is This The Silver Bullet For Duchenne Muscular Dystrophy?


Summary

  • Asides CAR-T, gene therapy/editing are going to power the next waves of therapeutic innovation.
  • Recently IPOed, Solid Biosciences is trading northbound.
  • Company is innovating a gene therapy to potentially service the orphan disease (Duchenne muscular dystrophy).
  • Robust cash position from the public offering to fund operating expenses.
  • Significant insider purchases signified their confidence in the company’s prospects.


“When we made the mistake of letting the news out of the bag, we are confronted with the latest reasons that mankind is doomed: global warming/cooling, the evil Soviet empire, recession, inflation, illiteracy, the high cost of healthcare, tribal warfare ... Even the sports page can make you sick. Keeping the faith and stock picking are normally not discussed in the same paragraph, but success in the latter depends on the former.” - The Former Fidelity-Magellan Manager (Peter Lynch)

On Jan. 30, 2017, the shares of Solid Biosciences (NASDAQ:SLDB) - an innovator of gene therapy to manage Duchenne muscular dystrophy - catapulted $3.47 higher to trade at $25.97 for +15.9% gains for the trading session. Back on Jan. 25, the former private firm offered shares to the public at $16.00 (as it began to trade on the Nasdaq stock exchange the next day). Despite that the share price moved southbound in the following days, it reversed course to trade much higher.
 
Figure 1: Solid Bioscience stock chart. (Source: StockCharts)

At Integrated BioSci Investing (“IBI”), we have much success in finding alphas. For instance, Nektar Therapeutics (NASDAQ:NKTR) procured +338% for subscribers. All that being said, we’ll elucidate the underlying fundamentals of Solid and to provide further updates on our investing thesis re gene therapy.

About The Company

Based in the innovation hub (Cambridge, MA), Solid Biosciences went public on Jan. 25, 2018, via J.P. Morgan (NYSE:JMP), Goldman Sachs (NYSE:GS), and Leerink Partners which acted as the joint book-running managers for the said transaction. Accordingly, the firm closed its initial offering of 8.98M shares at $16 (and raised $133.7M). This figure took into account the underwriters’ optional purchased of 1.17M additional shares.

As follows, the company now has plenty of cash to fund its highly promising pipeline to potentially service Duchenne muscular dystrophy. Per figure 2, the three developing franchises include corrective (i.e. gene) therapies, disease-modifying molecules, and assisted devices.

Figure 2: Therapeutic pipeline. (Source: Solid Biosciences)

Sunday, January 28, 2018

An Integrated BioSci Alpha Intelligence On CytomX Therapeutics: A Prodrug Innovator With Substantial Unlocked Value

Summary

  • Probody platform is a novel and powerful approach to delivering anticancer drugs to specific tumor environment (that enhances efficacy while reducing toxicity).
  • Many cancer targets like CD71 (are susceptible to antibodies) but are also expressed in healthy tissues; hence, the conventional antibody drugs can be toxic to both cancer and healthy tissues.
  • Probody leverages on the tumor environment to activate the conjugate antibody to be released exactly at the disease sites.
  • Application of Probody is vast (as there are many cancer markers showing in both healthy and cancerous cells).
  • Major pharmaceuticals already signed the development and commercialization partnership with CytomX to utilize Probody for various therapeutic development franchises.
“Don’t assume that the high price at which a stock may be selling in relation to earnings in necessarily an indication that further growth in those earnings has largely already discounted in the price.” - The Father of Growth Investing (Philip Fisher)

In the past 52-week, the shares of CytomX Therapeutics (NASDAQ:CTMX) - a firm focusing on the development and commercialization of novel cancer immunotherapeutics - traded $13.73 higher at $25.73 (for +114% profits). Similar to the stellar bioscience run-up such as Atara Biotherapeutics (NASDAQ:ATRA) that appreciated over 166% for subscribers of Integrated BioSci Investing (“IBI”), CytomX is brewing highly promising growth catalysts. In this report, we’ll elucidate the underlying science as well as fundamentals of the aforesaid firm.
Figure 1: CytomX stock chart. (Source: StockCharts)

About The Company

Prior to discussing the novel therapeutic platform (Probody), we wish to go over notable principles of cancer treatments. While there are various management modalities, a particularly prudent approach is to employ antibody treatment. Certain cancers express key molecular targets, in which the antibody specifically binds to (and either to neutralize the target alone or to deliver a toxic payload for its destruction). An example is a drug (trastuzumab), which is utilized for the treatment of HER2 receptor positive breast cancer. Another strategy that delivers even better efficacy and safety is the use of combinations therapy. In the traditional sense, a combination therapy entails the use of two or more drugs to neutralize different cancer targets. A unique and highly effective bent on combinations treatments is when a sole molecule - like cabozantinib of Exelixis (NASDAQ:EXEL) or poziotinib of Spectrum Pharmaceuticals (NASDAQ:SPPI) - can, in and of itself, simultaneously inhibit various marks. Of note, cabozantinib is already FDA-approved to treat three different cancers. And due to its stellar profiles, Exelixis is investigating its potential treatment in 20 different oncologic indications.

As mentioned, antibodies are overall safe and efficacious for treating cancers. Nonetheless, there are many cellular markers found on both diseased as well as healthy tissues (i.e. CD71). If we develop an antibody to those targets, it is most probable that healthy tissues are concurrently being affected, thereby rendering its therapeutic usability. This market is where Probody can tap into for the delivery of stellar treatment outcomes. Per figure 2, Probody uses an antibody and attaches it to a substrate linker (connected to a masking protein). The antibody itself can piggyback a payload designed to decimate the tumors. The ingenious aspect of this design is that the antibody itself is not activated in the normal physiology environment (hence, no destruction of normal tissues, thus limiting adverse effects such as hair loss, nausea, and vomiting). As Probody encounters the cancerous tissues, the diseased environment is usually acid: this induces the local proteases to cut the substrate linker; thereby, remove the masking protein from the antibody to deliver its therapeutic payload.

Figure 2: Probody therapeutic platform. (Source: CytomX)

Final Remarks

Of note, this is the preview of the Integrated BioSci Alpha Intelligence research, published in advance to subscribers of Integrated BioSci Investing (a community of expert physicians, scientists, executives, market leaders, and everyday investors). In the aforesaid article, we took the deep-dive into the data analysis (and elucidate the potential upsides) that you can expect from this firm. If you're an investor (or thinking about investing in CytomX), it's a good idea to check out the pending catalysts of this firm.


Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 310% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 190% gains; Kite Pharma netted 82%. Atara Biotherapeutics (NASDAQ:ATRA) earned greater than 166% capital appreciation. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.
Notably, we’ll increase our price soon. SUBSCRIBE to our marketplace research now to lock in the legacy price and save money in the future.To receive real-time alerts on our articles as well as blogs, be sure to check out our profile page and CLICK the orange FOLLOW button . Asides the exclusivities, this article is the truncated version of the research we published in advance to IBI subscribers. Further, you can read up on Dr. Tran’s background by following this link.