Which Companies Are In Michael King’s Oncology Wheelhouse?

By Life Sciences Report

JMP Securities Managing Director and Senior Biotechnology Analyst Michael King Jr. never recoils from the most sophisticated science. He’s always been partial to oncology indications and to new technologies that disrupt old paradigms and usher in the new. King has the kind of stock-picking track record that merits attention, and in this interview with The Life Sciences Report, he brings important ideas to the table for investors to consider.

The Life Sciences Report: Mike, after nearly two decades as a sell-side analyst, you’ve seen any number of new therapeutic trends emerge and new opportunities appear for investors. Back when you and I spoke in 1998-1999, you made a strong case for Immunex Corp. and its antibody fusion protein technology, which would be acquired by Amgen Inc. (AMGN) for $16 billion [$16B] on the strength of Enbrel [etanercept]. That was a great call.

Michael King: Thank you. The antibody revolution is not done in the least. Another burgeoning area is the oligonucleotide space, with companies like Alnylam Pharmaceuticals Inc. (ALNY), Isis Pharmaceuticals Inc. (ISIS) and Regulus Therapeutics LLC (RGLS) active in the arena. Sarepta Therapeutics’ (SRPT) morpholino exon-skipping technology has proven to be active and quite exciting in the treatment of Duchenne muscular dystrophy. I like to say we’re in a ribonucleic acid [RNA] world these days, and these oligo companies are, perhaps, what antibody companies were two decades ago…..

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