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Headlines Aren’t Helping Healthcare Stocks

Research - Despite an onslaught of ominous headlines -- allegations of fraud at Valeant Pharamceuticals (VRX) and continued backlash over increasing drug prices -- biotech stocks have held steady over the last month.

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Bluebird Bio Drops on Patient “Relapse” and Other Biotech Updates

Research - Shares of bluebird bio (BLUE) tumbled 15% mid-day when the company said at a medical conference that a beta-thalassemia patient who received Lentiglobin’s predecessor therapeutic … Continue Reading

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Cempra’s Phase 3 Hit Its Primary Endpoints, But Not Without Caveats

Research - Positive top-line results from SOLITAIRE-IV, with some confounding safety outcomes, had Cempra Inc (CEMP) trading down on Friday morning by 25%.

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Transition Calls Latest Cut of Alzheimer’s Data Positive

Research - Transition Therapeutics (TTHI) said in a press release Thursday morning that after further review of the failed phase 2/3 study of ELND005 in Alzheimer's disease patients with agitation and aggression, the company identified a sub-population in which patients saw a significant clinical benefit on ELND00.

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Almost Two Months From the Top, Where Are We Now?

Research - We're nearly two months into the equity markets' deepest correction since August 2011. The S&P 500 bounced handily from its August lows at the end of September, and this week is close to retesting its latest level of resistance.

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How Do You Know When a Correction Has Run Its Course?

Research - It's not easy. But the good news is - you don't have to.

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As Bears Take a Victory Lap, Evaluating this Long Thesis

Research - After a brutal session for the biotech sector (NBI dropped 6% for the day) ESPR fell another $3 in after hours on one particular line in a Monday afternoon press release.

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