Long Ideas - On April 9, Unilife (UNIS) announced that it had inked a long-term commercial supply agreement with a U.S. pharmaceutical company related to the company’s EZMix syringe platform. … Continue Reading
Read nowLong Ideas - Since our report on Alexion Pharmaceuticals (ALXN) in early December, shares are virtually flat; outperformance through mid-January has been replaced by underperformance as expectations of … Continue Reading
Read nowLong Ideas - Since our last report on ViroPharma (VPHM), shares of the Exton, Pennsylvania-based company have risen by just under 11%. While positive returns are always welcome, … Continue Reading
Read nowLong Ideas - For many biotechnology investors, there is nothing that matters more than the quality of clinical data. If a company’s data are of quality and the … Continue Reading
Read nowLong Ideas - Since our last report on BioMarin Pharmaceutical (BMRN) in late December, shares of the San Rafael, California based company have solidly outperformed the broader biotechnology … Continue Reading
Read nowLong Ideas - On the evening of March 14, Illumina (ILMN) announced that a federal jury found it guilty of infringing a patent held by Syntrix Biosystems relating … Continue Reading
Read nowLong Ideas - Within the history of the biotechnology sector, few franchises have gone from blockbuster status to peak to decline as quickly as that of Incivek, Vertex … Continue Reading
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