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Long Ideas

Long Ideas

Achillion is Tripped Up but The Negativity is Overdone

Long Ideas - On Monday after the close, Achillion Pharmaceuticals (ACHN) revealed that the FDA has placed a partial clinical hold on the development of lead candidate sovaprevir … Continue Reading

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Long Ideas

Synageva Has Eliminated Major Risks to its Business

Long Ideas - We last covered Synageva BioPharma (GEVA) in early January, arguing that the company faced fundamental risks that made its valuation a concern moving forward. But … Continue Reading

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Long Ideas

Amedisys: It’s Only Getting Worse for this Home Healthcare Provider

Long Ideas - The Centers for Medicare and Medicaid Services (CMS) publicized a regulatory proposal on Thursday that cuts reimbursement payments for in-home health service providers by 3.5% … Continue Reading

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Long Ideas

Picking the Dip on this Early-Stage Oncology Developer

Long Ideas - Shares of TG Therapeutics (TGTX) have soared in 2013, rising nearly 80% year-to-date as investors caught wind of the company’s unique oncology assets and their … Continue Reading

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Long Ideas

Take Advantage of Biogen Idec’s Weakness

Long Ideas - Since reaching a high of over $240 in late May, shares of Biogen Idec (BIIB) have pulled back, falling nearly 18% amidst broader volatility in … Continue Reading

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Long Ideas

Amarin’s News Flow Adds Fuel to the Fire

Long Ideas - Amarin (AMRN) announced Friday morning that a Phase I trial comparing the bioavailability of components from a fixed-dose combination of Vascepa plus rosuvastatin, to concomitant … Continue Reading

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Long Ideas

Medivation’s Competitor Was Just Acquired, but It’s Not as Bad As It Sounds

Long Ideas - Shares of Medivation (MDVN) fell sharply on Monday June 17, closing down over 6% on news that Johnson & Johnson (JNJ) has acquired Aragon Pharmaceuticals … Continue Reading

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