Long 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 - 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
Read NowLong Ideas - Endo Health Solutions’ (ENDP) new CEO is executing on his strategy, as expected, and most of the Street likes what it sees. Endo announced on … Continue Reading
Read NowLong Ideas - BioMarin (BMRN) took a beating on Monday as more mature data at the American Society for Clinical Oncology meeting for its Phase I PARP inhibitor, … Continue Reading
Read NowLong Ideas - ResMed Inc. (RMD), a developer of continuous positive airway pressure (CPAP) devices, is suing fellow CPAP manufacturer and low-cost competitor 3B Medical for patent infringement. … Continue Reading
Read NowLong Ideas - Mr. Deryugin had an inkling that Immunomedics would get some attention this year for its ADC program, and the stock has climbed 25% since PropThink’s … Continue Reading
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