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Long Ideas

Insights

Shares of This Orphan Drug Company Deeply Undervalued Even After Data Readout

Insights - Fennec Pharmaceuticals (FENC:NASDAQ) (FRX.TO:TSX) released the results of its long anticipated Phase 3 study. Interim data showed Fennec’s drug, sodium thiosulfate (“STS”) significantly reduces chemotherapy … Continue Reading

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Long Ideas

Sage Continues To Diversify: First Oral Depression Data

Long Ideas - The first efficacy data for SAGE-217, the oral follow-on to Sage Therapeutics’ (SAGE) injectable neurosteroid SAGE-547, are out, and they’re encouraging. Recall that SAGE-547 is … Continue Reading

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Long Ideas

The Well-Worn Path of ERTs

Long Ideas - Last July, Ultragenyx Pharmaceutical (RARE) released positive results from a phase 3 study of its enzyme replacement therapy rhGUS (recombinant human beta-glucuronidase) in the lysosomal … Continue Reading

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Long Ideas

Vertex Third Quarter Results: Accepting the Inevitable and Moving Ahead

Long Ideas - The bad news finally came for Vertex Pharmaceuticals’ (VRTX) Hepatitis C drug, Incivek, and the company responded by cutting its workforce by 15%, or 370 … Continue Reading

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Long Ideas

Zohydro’s Approval Was the First Step

Long Ideas - After a negative vote from the FDA’s Anesthetic and Analgesic Drug Products Advisory Committee (AADPAC) and repeat signals that the regulatory agency was taking a hardline … Continue Reading

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Long Ideas

Biogen Beats, Tecfidera Continues to Fly

Long Ideas - Biogen Idec (BIIB) on Monday reported third quarter revenue of $1.8 billion, an increase of 32% from last year’s third quarter, and earnings of $2.05 … Continue Reading

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Long Ideas

What Shutdown? Illumina Rises Above the Noise

Long Ideas - Shares of Illumina (ILMN) have risen over 85% since our in-depth November 1, 2012 initiation of coverage, and for good reason: the company has, for … Continue Reading

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