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Author Archives: David Moskowitz

Long Ideas

ELN Under Pressure On ECTRIMS Meeting & Valuation

Long Ideas - With Biogen-Idec’s (NASDAQ:BIIB) new multiple sclerosis (MS) treatment, BG-12, approaching a decision by the FDA (PDUFA date December 28th), enthusiasm in the medical community is … Continue Reading

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Long Ideas

QCOR Posts Positive Script Trends For Acthar; Analyst Comes Back Around

Long Ideas - Questcor Pharmaceuticals (NASDAQ:QCOR) announced prescription trend data this morning for its primary revenue driver, H.P. Acthar Gel (Acthar), and the news is positive, sending the … Continue Reading

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Short Ideas

Lower Dificid Price Doesn’t Resonate With Analysts, OPTR Could Trade Lower

Short Ideas - Yesterday, Optimer Pharmaceuticals hosted its Analyst Day describing a new lower pricing policy with hospitals to spur demand of Dificid. Our negative view of the … Continue Reading

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ACOR Off On Potential For Tighter Prescribing Rules for Ampyra

- Acorda Therapeutics (NASDAQ:ACOR) is trading down Monday on circulation of the September 2012 Formulary Decision Highlights from GroupHealth, a healthcare coordination cooperative. For ACOR’s lead … Continue Reading

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Short Ideas

OPTR Fighting Weak Dificid Trends With Price Reduction, Estimates Going Down

Short Ideas - Optimer Pharmaceuticals (NASDAQ:OPTR) is hosting its Analyst Day in NYC this morning and is detailing its new strategy, which includes lowering the price for lead … Continue Reading

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Long Ideas

Oxford Continues To Cover QCOR’s Acthar, Sales Look Much More Stable Now

Long Ideas - Breaking news that health insurer, Oxford Health, will cover HP Acthar Gel (Acthar), looks like a major win for Questcor Pharmaceuticals (NASDAQ:QCOR), and the stock … Continue Reading

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Long Ideas

Positive Analyst Day Comments, Price Targets Rising On SNSS

Long Ideas - By David Moskowitz Sunesis Pharmaceuticals (NASDAQ:SNSS) is getting the benefit of a price target increase this morning; Roth Capital raised its price target on the … Continue Reading

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