Albany’s Growth Strategy Chapter 2: Up Guidance
Research - Albany Molecular (AMRI) management's ability to execute on an aggressive growth plan is central to the long thesis.
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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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A Good Reminder: Most Drugs Won’t Make the Cut
Recap - We count at least nine failures of one sort or another (Complete Response Letters, failed trials) in the last five days from companies such as Pozen (POZN), … Continue Reading
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The Market Just Isn’t Convinced the AVEO Nightmare is Over
Insights - AVEO has lost more than 90% of its market valuation in the last 21 months; another of PropThink’s “Drugs that Disappointed in 2013.” In February, AVEO … Continue Reading
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Synergy’s Phase 2 Data Looked Good, So What Happened to the Stock?
Research - Synergy's phase 2 IBS-C results were, in our view, better than expected. But the market took a dim view of the stock on Wednesday for a number of reasons, outlined here.
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An Encouraging Quarter, Ironwood One to Keep on the Radar in 2014
Research - Ironwood (IRWD) had a good quarter, and the next few quarters should look even better as an advertising campaign kicks off.
Read nowRecap: A Mixed Bag in Biopharma Earnings
Recap - An update from Sarepta Therapeutics (SRPT) first thing on Monday morning caught the attention of the biotech world – and sent one of our 2014 recommendations to PropThink Premium … Continue Reading
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Drugs that Disappointed Investors in 2013: Infinity’s IPI-145
Insights - A look at what caused Infinity Pharma's (INFI) spectacular rise and fall in 2013, and the road ahead.
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