Long Ideas - Since we initiated in-depth coverage of Illumina (ILMN) on November 1, 2012, shares of the gene sequencing company have soared over 66% through the close … Continue Reading
Read nowLong Ideas - Since making their market debut in March, shares of Enanta Pharmaceuticals (ENTA) have remained virtually flat, excluding a post-IPO pop (shares closed at $17.18 on … Continue Reading
Read nowLong Ideas - Incyte (INCY), which markets Jakafi (ruxolitinib) for the treatment of myelofibrosis, is well positioned for a strong 2nd half of 2013, as a host of … Continue Reading
Read nowLong Ideas - Ahead of key Phase II data for Ampyra, we believe that shares of Acorda Therapeutics (ACOR) are worth a look. The company will release Phase … Continue Reading
Read nowLong Ideas - We last covered Synageva BioPharma (GEVA) in early January, arguing that the company faced fundamental risks that made its valuation a concern moving forward. But … Continue Reading
Read nowLong Ideas - Shares of TG Therapeutics (TGTX) have soared in 2013, rising nearly 80% year-to-date as investors caught wind of the company’s unique oncology assets and their … Continue Reading
Read nowLong Ideas - Since reaching a high of over $240 in late May, shares of Biogen Idec (BIIB) have pulled back, falling nearly 18% amidst broader volatility in … Continue Reading
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