A Quiet Year for Bluebird Bio
Research - Bluebird bio (BLUE) reported quarterly earnings after the bell. As we’ve said before, this will be a quiet year for the company.
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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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Stocks With Negative Enterprise Value Aren’t Unique Today; This One Might Be
Research - A $200 million market capitalization. $340 million in cash and equivalents. Negative enterprise value of $130 million. Down 90% over the last 6 months. Not many publicly traded companies fit this description.
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Chimerix: When Good Is Bad In Biotech
Insights - From a $2 billion valuation to less than $300 million in five months, Chimerix (CMRX) (of Josh Hardy fame)Â is a standout among biotech stocks, for … Continue Reading
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How Long Can a Bounce Last?
Insights - A bounce is underway since the NASDAQ Biotech Index Fund (IBB) tapped its 200-week moving average last week amid rare and significant oversold conditions (read more from last week).
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Gauging Risk/Reward for the Sarepta Contrarian
Education - Across the world of biotech, few companies have seen the volatility of Sarepta Therapeutics (SRPT) in the last three years. With the stock in the … Continue Reading
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The Route in Healthcare Finds New Lows
Research - Pessimism on a number of timeframes is at or approaching extremes, often a great contrarian signal.
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A Catalyzing Event You Can Prepare For
Research - Put simply, appetites for healthcare equities are in short supply, and as we’ve been discussing, it makes sense to be prepared for a reversion to the mean for the sector. This has been/is slowly playing out.
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