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Long Ideas

Long Ideas

Don’t Miss the Forest for the Trees, Sarepta is a Top Biotech Investment

Long Ideas - Sarepta Therapeutics (SRPT) has become a bit of a lightning rod, with the company’s shares trading near the middle of their 52-week range (from $3.30 … Continue Reading

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Long Ideas

Anthera Trades Near Cash; Stock Has Room To Run

Long Ideas - In late November, PropThink wrote about Anthera Pharmaceuticals (ANTH), noting that the company’s lead drug candidate, blisibimod (or B-mod), has promise for the treatment of … Continue Reading

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Long Ideas

ISIS Ready to Break Out Ahead of Conference, Myriad of Catalysts this Year

Long Ideas - Shares of ISIS Pharmaceuticals (ISIS) were up over 8% at the close of trading on Monday, just days ahead of the American Association of Neurology … Continue Reading

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Long Ideas

Another Reason to Own Sarepta Therapeutics; Chart Indicates Continued Strength

Long Ideas - Sarepta (SRPT) announced Monday that results from a non-human primate study of AVI-7288, the company’s lead drug candidate for the treatment of Marburg virus infection, … Continue Reading

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Long Ideas

Immunomedics Has a Cheap, Deep, and Recently Capitalized Pipeline

Long Ideas - With a broad 12-asset pipeline, Immunomedics (IMMU), at first glance, lacks focus. But a closer look reveals a diverse development program supported by solid clinical … Continue Reading

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Long Ideas

Solid Where it Matters: Questcor To Climb On Strong Quarter And Dividend Raise

Long Ideas - The Bears may focus on the pushes and pulls around Questcor Pharmaceuticals’ (QCOR) 4Q 2012 earnings results, but the bottom line is, the earnings results … Continue Reading

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Long Ideas

Endo Health To Become The Next Valeant – or Part of Valeant

Long Ideas - Endo Pharmaceuticals (ENDP) named its new CEO Monday morning, Rajiv De Silva, who was formerly President and COO of Valeant Pharmaceuticals (VRX). In a January … Continue Reading

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