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Long Ideas

Long Ideas

Amedisys Shares Are Too Pricey For A Declining Business: Looking for Single Digits

Long Ideas - Amedisys, Inc. (AMED) reported 4Q and year-end earnings Tuesday morning, and the key highlight was the company’s 2013 EPS guidance range of $0.60-$0.70, substantially below … Continue Reading

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Long Ideas

A Number of Actionable Events for XenoPort, With Capital to Back Them Up

Long Ideas - With U.S. rights to Horizant returning in full to XenoPort (XNPT) in just two months, and a number of significant developmental catalysts within the same … Continue Reading

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Long Ideas

Ohr Pharma is Under-The-Radar with Upcoming Catalysts; Potential For Significant Payoff

Long Ideas - Wet macular degeneration is a chronic eye disease that causes vision loss and generally occurs later in life (50+), as blood vessels leak fluid or … Continue Reading

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Long Ideas

The PropThink Biotech Round-Up

Long Ideas - We kicked off the week with a quick technical blurb about Sarepta Therapeutics, although we didn’t get into the details of our bullish long-term outlook. … Continue Reading

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Long Ideas

Amgen and the Biosimilar Threat: Lessons from Affymax

Long Ideas - Recalls in the biotechnology sector don’t occur frequently, but when they do, they  present severe challenges to the drug manufacturer. For investors, these events also … Continue Reading

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Long Ideas

Delcath Systems: Bullish on Melblez FDA Panel Vote and Subsequent Approval

Long Ideas - Delcath Systems (DCTH) is developing Melblez Kit (melphalan) for injection use with the Delcath Hepatic Delivery System with a proposed indication for the treatment of … Continue Reading

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Long Ideas

Onyx Pharmaceuticals is Moving Beyond the Threat of Celgene’s Pomalyst

Long Ideas - Some may see the approval of Celgene’s (CELG) Pomalyst as a direct threat to Kyprolis, Onyx Pharmaceuticals’ (ONXX) multiple myeloma drug. And while Pomalyst may … Continue Reading

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