Research - Pharmacyclics (PCYC) has been a long-term idea for us, and a profitable one at that. But since August when I last wrote about PCYC at length, there has been little in the way of headline grabbing developments. T
Insights - A draft of the 21st Century Cures Act carries serious implications for biopharma. Longer exclusivity, a faster approval process, and even the chance to SELL some exclusivity for certain products.
Research - We’ve considered Medivation (MDVN) a long-term play on the clinical and commercial strength of XTANDI (enzalutamide), which with the aid of Astellas (ALPMY) is well on its way toward … Continue Reading
Research - For long-term PropThink subscribers, few investments have yielded higher profits than Illumina (ILMN). Since our initiation of coverage in November 2012, shares of the San Diego-based company … Continue Reading
Research - OWN PCYC as Imbruvica continues to secure foothold in oncology. Cash and emerging pipeline offer options diversification for this small company. Second quarter results demonstrate continued growth … Continue Reading
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