Long Ideas - Some may see the approval of Celgene’s (CELG) Pomalyst as a direct threat to Kyprolis, Onyx Pharmaceuticals’ (ONXX) multiple myeloma drug. And while Pomalyst may … Continue Reading
Read NowLong Ideas - Sarepta Therapeutics (SRPT) has become a bit of a lightning rod, with the company’s shares trading near the middle of their 52-week range (from $3.30 … Continue Reading
Read NowMost Popular - Jason Napodano laid out the DRRX investment thesis. Will Pfizer re-file the Remoxy NDA? And what about Posidur? They’re both real value drivers for DRRX, … Continue Reading
Read NowLong Ideas - With a broad 12-asset pipeline, Immunomedics (IMMU), at first glance, lacks focus. But a closer look reveals a diverse development program supported by solid clinical … Continue Reading
Read NowMost Popular - The Home Health Services industry remains under pressure due to regulatory scrutiny and looming reimbursement cuts. As we have written in the past, Amedisys, Inc. … Continue Reading
Read NowLong Ideas - On Friday, PropThink launched its database of Special Protocol Assessments, or SPAs. These trials are, in essence, a FDA-blessed measure to mitigate clinical efficacy risk … Continue Reading
Read NowEducation - In my estimation, there have been approximately 114 PDUFA decisions relating to NDA/BLA and sNDA/sBLA’s in 2012. Of these, 97 applicants received drug approvals and … Continue Reading
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