The Market Likes Endo Health’s New Strategy: You Should Too
Long Ideas - Endo Health Solutions’ (ENDP) new CEO is executing on his strategy, as expected, and most of the Street likes what it sees. Endo announced on … Continue Reading
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Knee-Jerk Market Reaction to BioMarin Data Undue
Long Ideas - BioMarin (BMRN) took a beating on Monday as more mature data at the American Society for Clinical Oncology meeting for its Phase I PARP inhibitor, … Continue Reading
Read NowResMed: More Signals that It’s Time to Take Profit
Long Ideas - ResMed Inc. (RMD), a developer of continuous positive airway pressure (CPAP) devices, is suing fellow CPAP manufacturer and low-cost competitor 3B Medical for patent infringement. … Continue Reading
Read NowSolid Showing At WCN Conference For Keryx: Catalysts Still To Come
Long Ideas - Keryx Biopharmaceuticals (KERX) presented additional details from its pivotal Phase III study for Zerenex Monday at the World Congress of Nephrology (WVN) meeting during a … Continue Reading
Read NowPropThink’s Week in Healthcare Equities
Long Ideas - Mr. Deryugin had an inkling that Immunomedics would get some attention this year for its ADC program, and the stock has climbed 25% since PropThink’s … Continue Reading
Read NowFor the Long-Term Investor, Sarepta’s Immediate Events Matter Little
Long Ideas - PropThink’s readers will be aware of our bullish outlook on Sarepta Therapeutics (SRPT), and Thursday’s commentary that a NDA filing may still be months away … Continue Reading
Read NowKeryx: Attractive In Front Of Catalyst-Rich Second Half
Long Ideas - Shares of Keryx Biopharmaceuticals (KERX) continue to trade within a tight range, but with several catalyzing events approaching, we believe the stock is ready to … Continue Reading
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