What’s Going On With Neptune and its Competitors?
Research - Neptune's (NEPT) IP situation is complicated. Here, we explain what you need to know this year.
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A Peak At Gilead’s Earnings
Insights - Consensus sell-side estimates call for $3.86B total revenue in the quarter, just over $1B from Sovaldi. Buy-side expects Sovaldi sales of $1.6B-1.8B for 1Q14. Sell-side consensus … Continue Reading
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Activism at Neptune: Sarepta Deja Vu
Research - Some activism at Neptune (NEPT) hearkens back to early days at Sarepta, when the same group of investors influenced positive change at the top.
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Next Chapter in the Acorda Story Will Be a Page-Turner
Insights - Acorda is one of just a few CNS players remaining since large pharma culled the difficult segment from their R&D budgets in the last few years. Here's what makes it interesting.
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On the Bio Sector: Get Comfortable in the Unknown
Insights - What do you do in a choppy environment? Know what you own, why, and try to get comfortable.
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Emergent BioSolutions Is Building An Enviable BioDefense Portfolio
Research - Back by government defense contracts, this developer of biodefense drugs and vaccines has real staying power.
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Why Sunshine Heart’s Enrollment Issues Are Concerning
Research - Sunshine Heart's (SSH) fourth quarter call was revealing regarding ongoing enrollment problems. Read on to get our take.
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