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In the Orphan Space, Bluebird’s a Name to Know

Research - Bluebird bio (BLUE) develops gene therapy products for diseases with significant unmet needs. Leveraging a proprietary lentiviral gene therapy platform, Bluebird currently has three core clinical … Continue Reading

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QLT Inc. Left by Auxilium: Favorable Risk/Reward in Uncertain Market

Research - Our view is that QLT Inc's (QLTI) board will find a way to wind down the business in a favorable manner.

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Alcobra Spins a Fail as a Win

Research - Alcobra (ADHD) reported results on Monday morning from a phase 3 trial of metadoxine sustained-release in adult ADHD patients. While the company spins the results as positive based … Continue Reading

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An Alternative Alcobra (ADHD) Trade

Research - Alcobra Pharma (ADHD) announced on September 19 that all scheduled follow-up visits had been complete in the company’s phase 3 clinical trial of metadoxine in … Continue Reading

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Why Conatus Fell Out of Bed in the Second Half

Research - The recent decline in the price of Conatus Pharmaceuticals (CNAT) mirrors the pullback in small-cap stocks, though CNAT fell out of favor in-part due to the delay of … Continue Reading

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Arrowhead Research: Know This Ahead of November

Research - Arrowhead Research (ARWR) is a name we’ve been stalking since the company released initial data from a phase 2a study of ARC-520, a candidate for the treatment of hepatitis B infection.

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Medivation: Strong XTANDI Performance Warrants Continued Exposure

Research - We’ve considered Medivation (MDVN) a long-term play on the clinical and commercial strength of XTANDI (enzalutamide), which with the aid of Astellas (ALPMY) is well on its way toward … Continue Reading

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