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Author Archives: David Moskowitz

Research

Why Doctors, Dialysis Providers, and Investors are Excited about Zerenex

Research - When investing in development-stage biotech companies, evidence of success is everything. Therefore, investors should always start with the question: Is the company’s product candidate a … Continue Reading

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Interviews

Can ResMed Grow Enough To Support Its Premium Valuation? An Interview with 3B Exec Reveals a Rapidly Changing Market

Interviews - The CPAP (Continuous Positive Airway Pressure) equipment market is about to enter a pivotal time. The Centers for Medicare and Medicaid (CMS) instituted a round … Continue Reading

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Long Ideas

‘Trouble Is Opportunity’; Endo Fallout is Worth A Look

Long Ideas - It’s not easy to do, but buying when there’s blood in the streets is a way many have scored big on Wall Street. Take our … Continue Reading

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Long Ideas

ANTH Trading Higher On Additional Data; Need For Capital Could Cap Upside

Long Ideas - Anthera Pharmaceuticals (NASDAQ:ANTH) is getting another lift Wednesday, as the company announced additional data from the Phase IIb PEARL-SC study for its primary value driver, … Continue Reading

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Long Ideas

New DTC Program To Benefit TSPT Shares

Long Ideas - Transcept Pharmaceuticals (NASDAQ:TSPT) has struggled to show compelling demand for its primary value driver, Intermezzo, which is marketed by partner, Purdue Pharmaceuticals in the U.S. … Continue Reading

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Long Ideas

Limited Downside With Potential Bidding War Upside For GNOM

Long Ideas - With the latest developments on the proposals to acquire Complete Genomics (NASDAQ:GNOM), investors have the chance to own shares of the life sciences company with … Continue Reading

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Long Ideas

What To Expect From KERX’s Upcoming Phase III Results For Zerenex; Low Risk/High Reward Prospects

Long Ideas - In the next several weeks, Keryx Biopharmaceuticals (KERX) will release results from 4 key Phase III trials for its primary drug candidate, Zerenex. The drug … Continue Reading

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