Albany Molecular Aspires to Grow Revenue Five-Fold in As Many Years
Research - An aggressive growth plan laid out in early 2014 by management has us interested in Albany Molecular Research (AMRI). Click here to read more.
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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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Activism at Neptune: Sarepta Deja Vu
Research - Some activism at Neptune (NEPT) hearkens back to early days at Sarepta, when the same group of investors influenced positive change at the top.
Read nowActivism and Aggressive Planning: Two Themes this Friday
Recap - Neptune Technologies (NEPT) was one of a few green equities in a sea of red on Friday. Why? Some of NEPT’s largest shareholders, a crowd with a history of activism, … Continue Reading
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Agios, of 2013 IPO Class, Impresses With Early Oncology Asset
Insights - Agios Pharmaceuticals (AGIO) soared in trading on Monday after reporting Phase 1 data demonstrating that its cancer metabolism drug AG-221, a first-in-class inhibitor of IDH2 … Continue Reading
Read nowThis ETF Broke a Major Trendline Today: What’s Next?
Recap - Continued weakness in the healthcare sector this week was marked on Friday by the iShares Biotech Index’s (IBB) break of a key uptrend and support level, suggesting … Continue Reading
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Longterm Investors Should Be Eyeing Medivation While It’s Out of Favor
Research - – Despite post-earnings selloff, longterm outlook remains intact. MDVN is an attractive part of a core healthcare portfolio. – Off-putting 2014 Xtandi guidance may prove … Continue Reading
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Next Chapter in the Acorda Story Will Be a Page-Turner
Insights - Acorda is one of just a few CNS players remaining since large pharma culled the difficult segment from their R&D budgets in the last few years. Here's what makes it interesting.
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