La Jolla Rallying After Chairman Tang Bets Additonal $17M in Turnaround
Insights - La Jolla has been on a tear in the new year and since we first covered the name in early December at a price around … Continue Reading
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This Company May Benefit From A Shift in Alzheimer’s Strategy
Insights - Stakeholders in Alzheimer’s Disease have been fixated on the amyloid thesis, which has resulted in underwhelming results for the past decade. 2020 is shaping up … Continue Reading
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Amarin: And Then There Was One…. Acasti and AstraZeneca Fish Oils Fail
Insights - Acasti reported that their first Phase 3 trial of Capre did not reach statistical significance due to an unusually large placebo effect. ACST is down … Continue Reading
Read nowLa Jolla’s 2019 Preliminary Giapreza Sales Attracting Attention
Insights - La Jolla (LJPC) announced preliminary Giapreza sales for 2019. The stock has traded up about 35% today as figures are showing that Giapreza sales execution is on … Continue Reading
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The 2020 Biotechs To Keep an Eye On
Insights - Below we’ve outlined our watchlist with 3 main names that we think will outperform in the new year. The 3 names are Iovance, Xenon and … Continue Reading
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Thesis for Existing Healthcare Names Heading into 2020
Insights - Thesis/Strategy For Existing Names Fennec (FENC) – Read historical Fennec analysis here Fennec is preparing a NDA submission for Pedmark in chemo-induced pediatric hearing loss. The company … Continue Reading
PremiumFDA Grants Amarin’s Vascepa Better Than Expected Label
Insights - This afternoon, the FDA approved an expanded label for Vascepa to include patients who have: established cardiovascular disease (ie. heart attack, chest pain) or diabetes … Continue Reading
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