Opana Story De-Emphasized, ENDP Take Out Re-Emphasized
Long Ideas - A price target reduction from RBC Capital Markets took $1.06 (or 3.4%) out of Endo Health Solutions (ENDP) Thursday, noting risks to the company’s pain … Continue Reading
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Market Noise Masks KERX’s Real Potential
Long Ideas - The spin doctors have done a great job pressuring Keryx BioPharmaceuticals (KERX) recently, pulling out all the stops to drive the stock down. Massive share … Continue Reading
Read nowOmontys Fourth Quarter Sales Disappoint; AFFY Heading Lower
Insights - Affymax’s (AFFY) marketing partner Takeda announced weaker-than-expected sales for Omontys, Affmax’s erythropoeitin stimulating agent (ESA) for dialysis patients. Omontys was approved in the U.S. in March 2012 and is the key … Continue Reading
Read nowEverybody Wins If Endo Health Is Acquired by Warner Chilcott or Valeant
Long Ideas - Last week, a Reuters article indicated that Endo Health Solutions (ENDP) is exploring options to sell itself, citing Valeant Pharmaceuticals (VRX) and Warner Chilcott (WCRX) … Continue Reading
Read nowResearch Report Misses the Mark; A Second Chance to Own Keryx
Long Ideas - On Friday, February 1st, a report out from research firm IPD Analytics took nearly 22% out of Keryx Biopharmaceuticals (KERX) by questioning the novelty and … Continue Reading
Read nowQuality Investors Knock on Navidea’s Door; Validates Lymphoseek Potential
Long Ideas - On Wednesday, Navidea Biopharmaceuticals (NAVB) announced that two institutional investors, including J.P. Morgan Asset Management, purchased $4.8M shares of its common stock in an overnight … Continue Reading
Read nowENDP a Buyout Target; Valeant The Lead Suspect And Moves Quickly
Long Ideas - Reuters reported on Wednesday afternoon that, according to industry sources, Endo Health Solutions (ENDP) is in talks with potential buyers of the business. Our “Trouble … Continue Reading
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