Long Ideas - Synergy Pharmaceuticals (SGYP) is well-funded, with over $100 million in cash after its last capital raise, and the weakening biotech tape of late enables investors … Continue Reading
Read NowLong Ideas - Large-cap drug company Eli-Lilly (LLY) must have liked what it saw in April when Transition Therapeutics (TTHI) reported its Phase Ib proof-of-concept results for TT-401, … Continue Reading
Read NowLong Ideas - Although Infinity Pharmaceuticals’ (INFI) post-ASCO selloff, which we discussed on Monday, was perhaps the most prominent ASCO demolition, it wasn’t the only unwarranted decline. Shares … Continue Reading
Read NowLong Ideas - Questcor Pharmaceuticals’ (QCOR) purchase of Synacthen on Tuesday, a synthetic melanocortin receptor agonist, from Novartis (NVS) is good news for the $2B drug developer, fortifying … Continue Reading
Read NowLong Ideas - News that Amarin Corp. (AMRN) is preparing for an FDA advisory panel regarding Vascepa in the Anchor indication caught investors off guard last Thursday, introducing … Continue Reading
Read NowLong Ideas - As one of the premier medical conferences globally, the annual meeting of the American Society for Clinical Oncology has the potential to create or destroy … Continue Reading
Read NowLong Ideas - ResMed (RMD) is suing a new and low-cost competitor in the Continues Positive Airway Pressure market. The target, 3B Medical, isn’t taking the litigation lying … Continue Reading
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