Pharmacyclics, Inc. (NASDAQ:PCYC)

CAPS Rating: 2 out of 5

A pharmaceutical company focused on the development of products that improve existing therapeutic approaches to cancer and other diseases.

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Member Avatar marsuculix (< 20) Submitted: 4/8/2014 9:35:03 AM : Outperform Start Price: $100.63 PCYC Score: -11.72

a new NDA for imbruvica submitted today...

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Member Avatar zzlangerhans (99.73) Submitted: 4/1/2014 10:00:09 PM : Outperform Start Price: $101.63 PCYC Score: -11.55

I think it's safe to admit that the violence of the recent biopharma downturn caught zzporte somewhat unprepared. We were a little overextended, especially on Tekmira, and relatively low on cash. While we don't believe this to be a popping bubble, we're not in great position to buy into weakness as we have in prior pullbacks. If our cash position was a little stronger, I think I might have begun a position in Pharmacyclics once it fell below 100. We've done well on the stock buying this time last year on another undeserved pullback.

Imbruvica sales came in at 13.6M for Q4 2013, despite the fact that the drug was only approved halfway through the quarter and only for second line MCL. In February the FDA approved Imbruvica for second line CLL which should more than double the market immediately. Meanwhile, the clinical development of ibrutinib marches on inexorably, most notably with the early termination for efficacy of the RESONATE head to head trial of ibrutinib vs ofatumumab in relapsed/refractory CLL.

Pharmacyclics stock has lost a third of its value in a weird decline that began well before the biopharma sector began crashing a couple of weeks ago. In fact, it seems to have begun immediately after the stock reached its all-time high with the release of the 10K in late February. I thought the 10K looked pretty decent, but perhaps I missed something. Disappointing weekly prescription growth for Imbruvica? Who knows, I can't check everything. Whatever it is, I think it's overblown.

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Member Avatar philiplbrooks (< 20) Submitted: 1/9/2014 4:57:40 PM : Outperform Start Price: $130.92 PCYC Score: -32.77

Imbruvica appears to be an amazing drug and has enormous potential in chronic lymphocytic lymphoma, low grade lymphomas and high grade lymphomas. Once in use, I think it will be used in multiple lines of treatment for these diseases and in combination with other new medications. It also has limited toxicities. Despite high expectations, I think it will outperform estimations.

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Member Avatar PghTim (< 20) Submitted: 11/8/2013 12:00:36 PM : Outperform Start Price: $122.49 PCYC Score: -32.40

Ibrutinib is a potential blockbuster drug with a unique mechanism of action. It has the potential to be used in a number of indications.

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Member Avatar wkeene (< 20) Submitted: 8/7/2013 6:13:11 PM : Outperform Start Price: $114.46 PCYC Score: -31.24

There is a lot of room for growth on this.

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Member Avatar NoMoreBull (< 20) Submitted: 7/20/2013 4:52:38 PM : Outperform Start Price: $106.78 PCYC Score: -26.15

FDA has awarded this company fast track status for its cancer treatment drugs. Combined with strong product pipeline this company will perform we'll

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Member Avatar 50daymovingshort (35.07) Submitted: 4/10/2013 5:11:33 AM : Underperform Start Price: $75.45 PCYC Score: -0.36

This pick was made because its below the 50day moving average as of April 10th.
The whole list I perused through below 50dmva for 4/10/13 were;
AMZN,SIRI,PRAN,PCYC,CNQR,PCLN,CRM,LULU,CVLT,NFLX,ULTI,CTXS

These tickers were picked from my tracking universe of the following tickers:
CCI,AMZN,SIRI,LMT,PNRA,SBAC,RPRX,PRAN,MDVN,VZ,ALXN,PCYC,CNQR,INFI,VRTX,PCLN,CRM,LULU,CVLT,NFLX,OPEN,GMCR,N,CAR,REGN,T,SBUX,MO,ULTI,MAR,EQIX,CTXS,CLH,BLL

This was supposed to be a simple tracking blog post rather than a pitch but as a new player, it takes a couple of days to be approved for blog posting...oh well. Hopefully I remember to look back at these pitches.

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Member Avatar mchedester (68.35) Submitted: 3/22/2013 4:47:10 PM : Outperform Start Price: $80.64 PCYC Score: -8.18

Great company with lots of cash that has been shooting up for a long time. I bought on the dip today and I'm buying in my motley fool caps as well.

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Member Avatar buckeyefanboy (96.89) Submitted: 2/11/2013 12:52:10 PM : Outperform Start Price: $70.19 PCYC Score: +4.93

They're finally profitable and they got profitable in a big way.

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Member Avatar PrototypeZ (24.90) Submitted: 2/4/2013 5:27:10 PM : Underperform Start Price: $70.30 PCYC Score: -3.68

Price levels are out of whack with fundamentals

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Member Avatar tiredofit (< 20) Submitted: 1/30/2013 6:36:23 PM : Outperform Start Price: $68.01 PCYC Score: +7.61

outperform

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Member Avatar lewrose (74.90) Submitted: 12/23/2012 1:37:57 PM : Outperform Start Price: $60.25 PCYC Score: +18.14

Game changing medication for several forms of leukemia, including CLL, about to be approved by FDA.

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Member Avatar SkepBioInvestor (88.92) Submitted: 10/9/2012 4:15:21 PM : Outperform Start Price: $65.33 PCYC Score: +8.10

1 star caps rating? another reason why we should not rely on the so called TMF pros. Good lesson of humility for some of them.

Immunokinases are a hot target these days, as hot as the multibillion market opportunity of hematological cancers. Of course, any safety/efficacy issues and the stock will tank hard

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Member Avatar Imhilion (93.25) Submitted: 9/18/2012 12:24:21 AM : Underperform Start Price: $63.14 PCYC Score: -14.91

Parabolic technicals, stupidly overvalued fundamentals

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Member Avatar BigFatBEAR (29.55) Submitted: 8/21/2012 1:56:17 AM : Underperform Start Price: $61.18 PCYC Score: -15.93

Eegads... don't think I've ever seen so many highly-ranked fools with -1000+ points associated as with this stock. Maybe shipping or solar, back in the day. Anyway, underperform...

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Member Avatar TMFBiologyFool (98.65) Submitted: 7/2/2012 1:38:57 PM : Underperform Start Price: $57.52 PCYC Score: -19.00

Ibrutinib has potential, but risk reward is too unfavorable after the run up.

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Member Avatar phatchips767 (< 20) Submitted: 6/27/2012 8:06:59 PM : Outperform Start Price: $53.90 PCYC Score: +25.62

went to 300% increase for potofeille.

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Member Avatar GoodTrader1 (< 20) Submitted: 6/6/2012 4:38:42 PM : Outperform Start Price: $35.79 PCYC Score: +111.12

high relative strenght

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Member Avatar wabiri (< 20) Submitted: 2/13/2012 4:16:29 PM : Outperform Start Price: $25.07 PCYC Score: +219.93

I think pcyc will hit $50.00 in 5years.

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Member Avatar ExtremesTracker (79.29) Submitted: 2/9/2012 10:44:36 PM : Underperform Start Price: $19.60 PCYC Score: -318.98

Skyrocketed based on expectations; no tangible results & more lofty expectations based on today's valuation compared to most other biotechs

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