Activism at Neptune: Sarepta Deja Vu
Research - Some activism at Neptune (NEPT) hearkens back to early days at Sarepta, when the same group of investors influenced positive change at the top.
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Activism and Aggressive Planning: Two Themes this Friday
Recap - Neptune Technologies (NEPT) was one of a few green equities in a sea of red on Friday. Why? Some of NEPT’s largest shareholders, a crowd with a history of activism, … Continue Reading
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Agios, of 2013 IPO Class, Impresses With Early Oncology Asset
Insights - Agios Pharmaceuticals (AGIO) soared in trading on Monday after reporting Phase 1 data demonstrating that its cancer metabolism drug AG-221, a first-in-class inhibitor of IDH2 … Continue Reading
Read NowThis ETF Broke a Major Trendline Today: What’s Next?
Recap - Continued weakness in the healthcare sector this week was marked on Friday by the iShares Biotech Index’s (IBB) break of a key uptrend and support level, suggesting … Continue Reading
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Next Chapter in the Acorda Story Will Be a Page-Turner
Insights - Acorda is one of just a few CNS players remaining since large pharma culled the difficult segment from their R&D budgets in the last few years. Here's what makes it interesting.
Read NowWhere’s the Bottom? Yet Another Tough Week in Bios
Recap - The S&P 500 and the NASDAQ ended the Friday trading session in the green, both nearly flat year-to-date, while the biotech sector continued sliding lower … Continue Reading
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On the Bio Sector: Get Comfortable in the Unknown
Insights - What do you do in a choppy environment? Know what you own, why, and try to get comfortable.
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