MAKO Surgical: Burden of Proof Still on Management
Most Popular - MAKO Surgical’s (MAKO) first quarter results did little to inspire our confidence in this battered and bruised story, but for those that truly believe in … Continue Reading
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Picking Up What’s Left of Aveo
Long Ideas - Although shares of Aveo Oncology (AVEO) were crushed this week by a negative vote from the FDA’s Oncologic Drugs Advisory Committee regarding tizozanib (see Dr. … Continue Reading
Read nowZogenix Poised for 40% Haircut as Zohydro Decision Approaches
Most Popular - Co-written by Jake King and Rajesh Patel, Ph.D. Zogenix (ZGNX) currently awaits an approval decision from the FDA on Zohydro ER (extended release), a hydrocodone … Continue Reading
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Undue Pressure on Trius Creates an Entrance Point
Interviews - Shares of Trius Therapeutics (TSRX) took a 7% dive on Wednesday, creating an entrance opportunity for those not yet involved, as the unsubstantiated rumors that … Continue Reading
Read nowTransition Therapeutics Still Undervalued: Good Trial Outcome Shifts Focus To Lilly Decision
Long Ideas - Transition Therapeutics (TTHI) announced on Tuesday morning that its investigational GLP-1/glucagon agonist, TT-401, generated positive results in its first proof of concept human study (Phase I), sending … Continue Reading
Read nowSynergy is On Sale: Why This Opportunity Shouldn’t Be Missed
Long Ideas - On April 9, Synergy Pharmaceuticals (SGYP) reached a new 52-week intra-day high of $7.44, driven by a Cantor Fitzgerald analyst report highlighting more detailed trial … Continue Reading
Read nowThe Beginning of a Shift at Tekmira: From Focus on Delivery, to Therapy
Long Ideas - Tekmira’s (TKMR) story over the last few years has largely been focused on its siRNA delivery technology, lipid nanoparticles (LNPs), and the ability of the … Continue Reading
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