A Quick Note on a Bizarre Conference Call
Research - Rockwell Medical (RMTI) reported fourth quarter and full-year 2015 results after the bell this evening. The accompanying conference call was bizarre, and the stock is … Continue Reading
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Nothing New From This Earnings Update
Research - Chimerix (CMRX) said in a conference call this morning that they now expect results from AdVise, which we wrote about last week, this spring.
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Stocks With Negative Enterprise Value Aren’t Unique Today; This One Might Be
Research - A $200 million market capitalization. $340 million in cash and equivalents. Negative enterprise value of $130 million. Down 90% over the last 6 months. Not many publicly traded companies fit this description.
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Chimerix: When Good Is Bad In Biotech
Insights - From a $2 billion valuation to less than $300 million in five months, Chimerix (CMRX) (of Josh Hardy fame) is a standout among biotech stocks, for … Continue Reading
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How Long Can a Bounce Last?
Insights - A bounce is underway since the NASDAQ Biotech Index Fund (IBB) tapped its 200-week moving average last week amid rare and significant oversold conditions (read more from last week).
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Gauging Risk/Reward for the Sarepta Contrarian
Education - Across the world of biotech, few companies have seen the volatility of Sarepta Therapeutics (SRPT) in the last three years. With the stock in the … Continue Reading
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A Catalyzing Event You Can Prepare For
Research - Put simply, appetites for healthcare equities are in short supply, and as we’ve been discussing, it makes sense to be prepared for a reversion to the mean for the sector. This has been/is slowly playing out.
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