Market Noise Masks KERX’s Real Potential
Long Ideas - The spin doctors have done a great job pressuring Keryx BioPharmaceuticals (KERX) recently, pulling out all the stops to drive the stock down. Massive share … Continue Reading
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Illumina: Side-Stepping Macro Pressure and Delivering in the Long-Term
Long Ideas - In the latter half of 2012, shares of Illumina (NASDAQ:ILMN) saw increased volatility, owing to the twin combination of takeover speculation regarding Roche (OTC:RHHBY), as … Continue Reading
Read NowEverybody Wins If Endo Health Is Acquired by Warner Chilcott or Valeant
Long Ideas - Last week, a Reuters article indicated that Endo Health Solutions (ENDP) is exploring options to sell itself, citing Valeant Pharmaceuticals (VRX) and Warner Chilcott (WCRX) … Continue Reading
Read NowResearch Report Misses the Mark; A Second Chance to Own Keryx
Long Ideas - On Friday, February 1st, a report out from research firm IPD Analytics took nearly 22% out of Keryx Biopharmaceuticals (KERX) by questioning the novelty and … Continue Reading
Read NowQuality Investors Knock on Navidea’s Door; Validates Lymphoseek Potential
Long Ideas - On Wednesday, Navidea Biopharmaceuticals (NAVB) announced that two institutional investors, including J.P. Morgan Asset Management, purchased $4.8M shares of its common stock in an overnight … Continue Reading
Read NowENDP a Buyout Target; Valeant The Lead Suspect And Moves Quickly
Long Ideas - Reuters reported on Wednesday afternoon that, according to industry sources, Endo Health Solutions (ENDP) is in talks with potential buyers of the business. Our “Trouble … Continue Reading
Read NowIsis Pharmaceuticals: A Compelling Long-Term Story
Long Ideas - With the approval of Kynamro, we believe that Isis Pharmaceuticals (NASDAQ:ISIS) is a compelling long-term investment due to it’s additional pipeline candidates, multiple drug development … Continue Reading
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