The Retrophin Catch-22
Research - Retrophin management has pinned shareholders and potential investors between a rock and a hard spot, but there's reason to be optimistic.
PremiumAuthor Archives: Jake King
One Question to Ask When Considering Intercept Pharmaceuticals
Insights - Shares of Intercept Pharmaceuticals (ICPT) dropped early this week when documents attained through an FOIA request were made public, painting a picture of a management … Continue Reading
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Following Up on the ASCO Data Dump
Research - Abstracts from the upcoming American Society of Clinical Oncology (ASCO) annual meeting are out, published on Wednesday evening. The totality of data present in the abstracts isn’t … Continue Reading
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Obesity Déjà vu: Orexigen’s Approval Decision is Next Month
Research - Orexigen's (OREX) PDUFA data is next month for NB32. The stock is off 30% from its highs, and given a high chance of an approval, the long trade is attractive.
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Albany’s Growth Strategy Chapter 2: Up Guidance
Research - Albany Molecular (AMRI) management's ability to execute on an aggressive growth plan is central to the long thesis.
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Synergy’s Phase 2 Data Looked Good, So What Happened to the Stock?
Research - Synergy's phase 2 IBS-C results were, in our view, better than expected. But the market took a dim view of the stock on Wednesday for a number of reasons, outlined here.
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An Encouraging Quarter, Ironwood One to Keep on the Radar in 2014
Research - Ironwood (IRWD) had a good quarter, and the next few quarters should look even better as an advertising campaign kicks off.
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