Profits From One, Adding To Another
Research - Note – Jake here. I’m just resurfacing after the birth of our second child early this week. Sorry for the delay in returning emails, and … Continue Reading
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Clinton Tweets, Drug Stocks Fall
Insights - Drug stocks tumbled across the board on Wednesday with Hillary Clinton’s latest jab at the industry, spurred by the current backlash against EpiPen-maker, Mylan (MYL). … Continue Reading
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Which Will Trump: Healthcare M&A, or Earnings?
Insights - With three pieces of M&A news on Thursday morning, and a mixed bag of earnings from large bio/pharma companies so far this week, investors will see what they want … Continue Reading
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GW Pharma Rips Higher on New Epilepsy Data
Insights - Shares of GW Pharmaceuticals (GWPH) doubled on Monday with the much-anticipated release of positive data from a phase 3 study of Epidiolex, the company’s proprietary formulation of … Continue Reading
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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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Pfizer Halts Drug Trial, Investors Flee Axovant
Insights - When is a competing drug’s failure not a good thing? When your drug has the same mechanism of action.
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Shellacked: That’s The Word
Insights - How else to describe equity markets this year? The S&P 500, DOW, and NASDAQ have all returned below their 50-day and 200-day moving averages in … Continue Reading
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