Long Ideas - Since our last report on Achillion Pharmaceuticals (ACHN) in November, shares have turned up a muted performance, losing around 7%. Through February, shares rose steadily, … Continue Reading
Read NowLong Ideas - Shares of Sarepta Therapeutics (SRPT) turned volatile Monday after the close ($32-$49) as the company announced the results of its recent end-of-Phase-II meeting with the FDA, a … Continue Reading
Read NowLong Ideas - The news this week that Thermo Fisher Scientific (TMO) will be coughing up $13.6B to acquire Life Technologies’ (LIFE) finally brought to earth rumors that … Continue Reading
Read NowLong Ideas - Following PropThink’s conference call with Dr. Scott Chambers on Thursday, we’re quite comfortable with the short-term and long-term patent protection on Zerenex, Keryx’s (KERX) novel … Continue Reading
Read NowLong Ideas - For many investors, the notion of investing in an OTC stock is difficult to grasp. Such stocks are often illiquid and volatile, however, painting with … Continue Reading
Read NowLong Ideas - Data from the Closest Competition, It Turns Out, Support Sarepta Accelerated approval aside, the chatter regarding Sarepta Therapeutics (SRPT) in the past week has centered … Continue Reading
Read NowLong Ideas - On April 9, Unilife (UNIS) announced that it had inked a long-term commercial supply agreement with a U.S. pharmaceutical company related to the company’s EZMix syringe platform. … Continue Reading
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