Long Ideas - Since our original report on Regeneron Pharmaceuticals (REGN) in mid-December, shares of the company have rallied over 47%, versus a rise of over 27% for … Continue Reading
Read NowMost Popular - In part 2 of the ODAC postmortem (see Part 1 on Aveo Oncology [AVEO] here), I will share my thoughts on the outcome of the … Continue Reading
Read NowLong Ideas - This week was dominated by a number of binary events (which we outlined on Monday), two of which played out against us; Dr. Chaudhry expected that … Continue Reading
Read NowLong Ideas - Although shares of Aveo Oncology (AVEO) were crushed this week by a negative vote from the FDA’s Oncologic Drugs Advisory Committee regarding tizozanib (see Dr. … Continue Reading
Read NowMost Popular - Yesterday was a dark day for those holding Aveo Oncology (AVEO) or Delcath Systems (DCTH) through the FDA’s Oncologic Drugs Advisory Committee meeting. I was … Continue Reading
Read NowMost Popular - Co-written by Jake King and Rajesh Patel, Ph.D. Zogenix (ZGNX) currently awaits an approval decision from the FDA on Zohydro ER (extended release), a hydrocodone … Continue Reading
Read NowLong Ideas - Transition Therapeutics (TTHI) announced on Tuesday morning that its investigational GLP-1/glucagon agonist, TT-401, generated positive results in its first proof of concept human study (Phase I), sending … Continue Reading
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