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Author Archives: Ivan Deryugin

Long Ideas

Medivation’s Competitor Was Just Acquired, but It’s Not as Bad As It Sounds

Long Ideas - Shares of Medivation (MDVN) fell sharply on Monday June 17, closing down over 6% on news that Johnson & Johnson (JNJ) has acquired Aragon Pharmaceuticals … Continue Reading

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Long Ideas

Pharmacyclics’ Recent Selloff Was Wrong: Here’s Why We’re Involved

Long Ideas - Although Infinity Pharmaceuticals’ (INFI) post-ASCO selloff, which we discussed on Monday, was perhaps the most prominent ASCO demolition, it wasn’t the only unwarranted decline. Shares … Continue Reading

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Long Ideas

Infinity Pharma’s Safety Concerns: For Patient Investors, a Buying Opportunity

Long Ideas - As one of the premier medical conferences globally, the annual meeting of the American Society for Clinical Oncology has the potential to create or destroy … Continue Reading

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Long Ideas

Successful Capital Raise, Data for Lead Candidate, and Small Float Opportune for Stemline

Long Ideas - Stemline Therapeutics (STML) completed its IPO in January of this year, (the company was founded in 2003), and as its name implies, the company develops cancer therapies … Continue Reading

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Long Ideas

Ahead of Incremental Catalysts, Immunomedics’ Options are Compellingly Priced

Long Ideas - Since our original March 1 report highlighting Immunomedics (IMMU) as an inexpensive biotech with a novel platform and deep pipeline, shares have risen by 28.82%, outpacing … Continue Reading

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Long Ideas

Onyx Coexisting with Celgene, Expanding Market – And Revenues Show It

Long Ideas - Since our original report on Onyx Pharmaceuticals (ONXX) in March, shares of the oncology drug developer have risen 14.8%, versus a 13.05% rise for the … Continue Reading

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Long Ideas

Regeneron: Solid Q1 Creates Platform for Further Upside

Long Ideas - Since our original report on Regeneron Pharmaceuticals (REGN) in mid-December, shares of the company have rallied over 47%, versus a rise of over 27% for … Continue Reading

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