Drugs that Disappointed Investors in 2013: Infinity’s IPI-145
Insights - A look at what caused Infinity Pharma's (INFI) spectacular rise and fall in 2013, and the road ahead.
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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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On Sourcing Investment Ideas and A Few Simple Growth Criteria
Insights - Determining the attractiveness of a revenue-generating company vs. a development-stage opportunity varies tremendously in healthcare, but there are a few quantitative metrics that can be used … Continue Reading
Read NowMarket Holiday! The Week’s Recap
Insights - The situation gets interesting next week for the biotech sector. Here’s why: A sentiment-shift in relation to biotech. We’re getting into the heart of earnings … Continue Reading
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FDA-Approved Drugs That Disappointed in 2013: Affymax’s Omontys
Insights - Though 2013 looked to be a good year for Affymax (AFFY), it quickly spiraled downward when the Cupertino, CA-based biotech and its partner, Japanese drug … Continue Reading
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FDA-Approved Drugs That Disappointed in 2013: Ariad’s Iclusig
Insights - First up, Ariad Pharmaceuticals’ (ARIA) Iclusig. ARIA has regained almost 50%, or $932 million, in lost market value since U.S. regulators announced the resumption in marketing … Continue Reading
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Albany Molecular Aspires to Grow Revenue Five-Fold in As Many Years
Research - An aggressive growth plan laid out in early 2014 by management has us interested in Albany Molecular Research (AMRI). Click here to read more.
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