Biotech is Swooning. You Shouldn’t Be
Research - Our suggestion to take profits on some of our bigger winners late last week was well-timed. From the blow-off top (temporarily, at least) on Friday … Continue Reading
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Updating on a Number of Our Recent ‘Smid-Cap’ Picks
Research - With biotech where it is, we're suggesting taking profits on a number of our big winners in the past 6 months. Here are the details on CEMP, BLUE, TRIL, SAGE, MRNS, SGYP, GBIM, QURE, and TKMR.
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On Synergy Pharma’s Next Data Point
Research - Synergy Pharmaceuticals (SGYP) will shortly report phase 3 data from two large trials of lead candidate plecanatide in Chronic Constipation.
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SAGE and Marinus: Can’t Look at One Without the Other
Research - SAGE Therapeutics (SAGE) and Marinus Pharmaceuticals (MRNS)are innovators in a class of molecules known as neurosteroids and both target epilepsy initially.
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Conatus’ CMO Resigns Weeks in Front of Data Point for Lead Drug
Research - Conatus Pharmaceuticals' (CNAT) CMO, Dr. Gary Burgess, tendered his resignation on Thursday. Here's why investors should take note.
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Baxter’s Recent Gene Therapy Data: An Underappreciated Derisking Event for uniQure
Research - UniQure went through some interesting de-risking two weeks back with the release of initial data (the first publicly) from Baxter International’s (BAX) Hemophilia B gene therapy program, … Continue Reading
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Pharmacyclics: Is it Time to Take Profits?
Research - Pharmacyclics (PCYC) has been a long-term idea for us, and a profitable one at that. But since August when I last wrote about PCYC at length, there has been little in the way of headline grabbing developments. T
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