A Quiet Year for Bluebird Bio
Research - Bluebird bio (BLUE) reported quarterly earnings after the bell. As we’ve said before, this will be a quiet year for the company.
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Stocks With Negative Enterprise Value Aren’t Unique Today; This One Might Be
Research - A $200 million market capitalization. $340 million in cash and equivalents. Negative enterprise value of $130 million. Down 90% over the last 6 months. Not many publicly traded companies fit this description.
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Gauging Risk/Reward for the Sarepta Contrarian
Education - Across the world of biotech, few companies have seen the volatility of Sarepta Therapeutics (SRPT) in the last three years. With the stock in the … Continue Reading
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The Route in Healthcare Finds New Lows
Research - Pessimism on a number of timeframes is at or approaching extremes, often a great contrarian signal.
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A Catalyzing Event You Can Prepare For
Research - Put simply, appetites for healthcare equities are in short supply, and as we’ve been discussing, it makes sense to be prepared for a reversion to the mean for the sector. This has been/is slowly playing out.
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Trillium Grabs Some New Assets, But Remains a CD-47 Story; And, Some Updates
Research - Equities remain linked at the hip to the fluctuations in oil, and Thursday marked the first meaningful decoupling in the last month. According to the Wall Street Journal, over the past 20 trading days (one month) the correlation has been 0.97, the highest in 26 years.
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Year of the Bear? A Webinar
Education - Oil has yet to stabilize and investors are skittish about a rising interest rate environment; it's the first since 2004. China's economy is slowing, and their markets have tanked over the last few months. These are why equities can't find a bottom, according to the financial press, anyway.
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