Long Ideas - For many biotechnology investors, there is nothing that matters more than the quality of clinical data. If a company’s data are of quality and the … Continue Reading
Read NowLong Ideas - Cadence (CADX) was a compelling buy last year as the sales ramp for its IV acetaminophen formulation began to improve. A position since Mr. King … Continue Reading
Read NowMost Popular - Shares of Cadence Pharmaceuticals (CADX) have run too high too fast, and although fundamentals have improved significantly in the last year, we believe the stock … Continue Reading
Read NowMost Popular - On the American equity exchanges, trading halts occur primarily for two reasons: news dissemination and extreme volatility. Halting an equity for a pending regulatory decision is often … Continue Reading
Read NowLong Ideas - Since our last report on BioMarin Pharmaceutical (BMRN) in late December, shares of the San Rafael, California based company have solidly outperformed the broader biotechnology … Continue Reading
Read NowLong Ideas - The EMA’s advisory body took investors by surprise on Friday and announced that they would be recommending Halozyme (HALO) and Baxter’s (BAX) HyQvia for approval … Continue Reading
Read NowInterviews - The CPAP (Continuous Positive Airway Pressure) equipment market is about to enter a pivotal time. The Centers for Medicare and Medicaid (CMS) instituted a round … Continue Reading
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