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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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 Peak At Gilead’s Earnings
Insights - Consensus sell-side estimates call for $3.86B total revenue in the quarter, just over $1B from Sovaldi. Buy-side expects Sovaldi sales of $1.6B-1.8B for 1Q14. Sell-side consensus … Continue Reading
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On Sourcing Investment Ideas and A Few Simple Growth Criteria
Insights - Determining the attractiveness of a revenue-generating company vs. a development-stage opportunity varies tremendously in healthcare, but there are a few quantitative metrics that can be used … Continue Reading
Read nowFinally, 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.
PremiumMarket Holiday! The Week’s Recap
Insights - The situation gets interesting next week for the biotech sector. Here’s why: A sentiment-shift in relation to biotech. We’re getting into the heart of earnings … Continue Reading
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FDA-Approved Drugs That Disappointed in 2013: Affymax’s Omontys
Insights - Though 2013 looked to be a good year for Affymax (AFFY), it quickly spiraled downward when the Cupertino, CA-based biotech and its partner, Japanese drug … Continue Reading
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FDA-Approved Drugs That Disappointed in 2013: Ariad’s Iclusig
Insights - First up, Ariad Pharmaceuticals’ (ARIA)Â Iclusig. ARIA has regained almost 50%, or $932 million, in lost market value since U.S. regulators announced the resumption in marketing … Continue Reading
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