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Author Archives: Ivan Deryugin

Long Ideas

Amgen and the Biosimilar Threat: Lessons from Affymax

Long Ideas - Recalls in the biotechnology sector don’t occur frequently, but when they do, they  present severe challenges to the drug manufacturer. For investors, these events also … Continue Reading

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Long Ideas

Onyx Pharmaceuticals is Moving Beyond the Threat of Celgene’s Pomalyst

Long Ideas - Some may see the approval of Celgene’s (CELG) Pomalyst as a direct threat to Kyprolis, Onyx Pharmaceuticals’ (ONXX) multiple myeloma drug. And while Pomalyst may … Continue Reading

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Long Ideas

Immunomedics Has a Cheap, Deep, and Recently Capitalized Pipeline

Long Ideas - With a broad 12-asset pipeline, Immunomedics (IMMU), at first glance, lacks focus. But a closer look reveals a diverse development program supported by solid clinical … Continue Reading

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Long Ideas

Don’t Tune Out; Pharmacyclics’ Move Higher Isn’t Over Yet

Long Ideas - Just over a week has passed since our last report on Pharmacyclics (PCYC), in which we argued that the stock has solid upside potential based … Continue Reading

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Long Ideas

Is Life Technologies in Play? Analyzing Recent Developments and Stand-Alone Prospects

Long Ideas - Shares of Life Technologies (LIFE), one of the world’s largest life science companies, have soared in just the first few weeks of 2013, rising over … Continue Reading

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Long Ideas

Backed By Large Pharma and Key Investors, PCYC Is Set to Climb Higher

Long Ideas - Shares of Pharmacyclics (PCYC), based in Sunnyvale, California, have certainly had a sunny year, rising over 266% in the past 12 months on the back … Continue Reading

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Long Ideas

Biogen Idec: Solid Execution Trumps a Thinning Pipeline

Long Ideas - For Biogen Idec (NASDAQ:BIIB), 2012 was a banner year; shares rallied 33% as Biogen moved closer to securing approval for BG-12, now known as Tecfidera. … Continue Reading

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