The Market Makes All-Time Highs While Biotech Continues the Malaise
Insights - Before we get into the event of the week – the ASCO abstract drop on Wednesday evening – lets take a look at what’s been … Continue Reading
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Obesity & PD-1: History Doesn’t Repeat But It Rhymes
The early innings of the obesity landscape is starting to take shape, and it seems to be forming similar patterns...
Read NowModular Medical Submits 510(k) for Insulin Patch Pump
Modular Medical (MODD) announced the 510(k) submission of their MODD1 insulin pump to the FDA last week. On average, the FDA takes approximately...
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Following Up on the ASCO Data Dump
Research - Abstracts from the upcoming American Society of Clinical Oncology (ASCO) annual meeting are out, published on Wednesday evening. The totality of data present in the abstracts isn’t … Continue Reading
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Sarepta: Big Plans for the Second Half
Research - Sarepta (SRPT) will file a NDA and get 5 new trials off the ground in the next 7 months.
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Obesity Déjà vu: Orexigen’s Approval Decision is Next Month
Research - Orexigen's (OREX) PDUFA data is next month for NB32. The stock is off 30% from its highs, and given a high chance of an approval, the long trade is attractive.
Read nowA Roundup our Top Stories from the Week
Insights - PropThink published an ASCO 2014 preview early this week, highlighting events that will capture Wall Street’s interest as abstracts are published online and presentations kick off at … Continue Reading
Read nowAmarin Has Dug Itself a Deep, Deep Hole
Insights - Amarin Corporation (AMRN) reported quarterly results on Friday morning, $0.02 ahead of consensus EPS but below expectations on the top-line with a $1.6M miss. Cost-cutting … Continue Reading
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ASCO 2014 Preview and One Micro-Cap of Interest
Research - The American Society of Clinical Oncology (ASCO) annual meeting is right around the corner, and healthcare investors will have a close eye on ASCO for … Continue Reading
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