What’s Going On With Neptune and its Competitors?
Research - Neptune's (NEPT) IP situation is complicated. Here, we explain what you need to know this year.
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Finally, Big News From Sarepta Therapeutics
Research - Sarepta Therapeutics (SRPT) will be filing a NDA by the end of this year for eteplirsen. The trade has been good for 150% for those who followed us in early this year.
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Albany Molecular Aspires to Grow Revenue Five-Fold in As Many Years
Research - An aggressive growth plan laid out in early 2014 by management has us interested in Albany Molecular Research (AMRI). Click here to read more.
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Activism at Neptune: Sarepta Deja Vu
Research - Some activism at Neptune (NEPT) hearkens back to early days at Sarepta, when the same group of investors influenced positive change at the top.
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Longterm Investors Should Be Eyeing Medivation While It’s Out of Favor
Research - – Despite post-earnings selloff, longterm outlook remains intact. MDVN is an attractive part of a core healthcare portfolio. – Off-putting 2014 Xtandi guidance may prove … Continue Reading
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More Money! Why Tekmira is Worth Revisiting
Research - -TKMR remains an interest at PropThink despite rising 260% since coverage in January. Stock is undervalued relative to peers, has an expanding pipeline, and is … Continue Reading
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Emergent BioSolutions Is Building An Enviable BioDefense Portfolio
Research - Back by government defense contracts, this developer of biodefense drugs and vaccines has real staying power.
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