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Author Archives: Ivan Deryugin

Long Ideas

Illumina: Side-Stepping Macro Pressure and Delivering in the Long-Term

Long Ideas - In the latter half of 2012, shares of Illumina (NASDAQ:ILMN) saw increased volatility, owing to the twin combination of takeover speculation regarding Roche (OTC:RHHBY), as … Continue Reading

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Long Ideas

An Interview with Unilife’s CEO: A Long-Term Opportunity and a Looming Short Squeeze

Long Ideas - Earlier this week I had the pleasure of speaking with Alan Shortall, President and CEO of Unilife (NASDAQ:UNIS), about the company’s short and long-term prospects. … Continue Reading

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Long Ideas

XenoPort: Biogen’s Little Brother and More

Long Ideas - XenoPort (NASDAQ:XNPT) will deliver Phase III trial results for its lead pipeline candidate, Arbaclofen Placarbil, in early 2Q, and the company is moving forward on … Continue Reading

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Long Ideas

Sangamo BioSciences: A Potentially Revolutionary 2013

Long Ideas - In medicine, there are certain watershed moments that become an enduring part of medical history, such as the discovery of penicillin, or the eradication of … Continue Reading

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Long Ideas

Amgen Q4 Earnings Preview: A Banner 2013 for the King of Biotech

Long Ideas - As the world’s largest biotechnology company, with a market capitalization well on its way to $70 billion, Amgen (NASDAQ:AMGN)  represents the “old guard” of biotechnology. … Continue Reading

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Long Ideas

Celgene: With Solid Guidance, 2013 Will be a Profitable Year for Investors

Long Ideas - With a gain of more than 27% over the past year, Celgene (NASDAQ:CELG) serves as a solid example of the balance between stability and growth … Continue Reading

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Quick Picks

A Number of Factors Contributing to Dendreon’s New Year Rally

Quick Picks - Biotech investors will be well-aware of the Dendreon (NASDAQ:DNDN) story – its rise to glory from 2009 to 2011 and subsequent fall from grace over … Continue Reading

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