Long Ideas - Since our original March 1 report highlighting Immunomedics (IMMU) as an inexpensive biotech with a novel platform and deep pipeline, shares have risen by 28.82%, outpacing … Continue Reading
Read NowLong Ideas - Shares of Cubist Pharmaceuticals (CBST) have not significantly participated in the market rally, and relative to biotech peers, CBST has lagged on performance as well; … Continue Reading
Read NowLong Ideas - For those that missed it last week, Dr. Chaudhry offered an educational, retrospective look at both AVEO and DCTH’s advisory panel votes. In addition, we … Continue Reading
Read NowLong Ideas - Since our original report on Onyx Pharmaceuticals (ONXX) in March, shares of the oncology drug developer have risen 14.8%, versus a 13.05% rise for the … Continue Reading
Read NowLong Ideas - Since our original report on Regeneron Pharmaceuticals (REGN) in mid-December, shares of the company have rallied over 47%, versus a rise of over 27% for … Continue Reading
Read NowLong Ideas - This week was dominated by a number of binary events (which we outlined on Monday), two of which played out against us; Dr. Chaudhry expected that … Continue Reading
Read NowLong Ideas - Although shares of Aveo Oncology (AVEO) were crushed this week by a negative vote from the FDA’s Oncologic Drugs Advisory Committee regarding tizozanib (see Dr. … Continue Reading
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