The Easy Money’s Been Made
Research - Our goal was to roll profit from this short-term trade into a small, longer-term position in SRNE, which we plan to let ride through TRIBECA.
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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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One and One from Last Week’s Recap
Recap - Merry Christmas and Happy Holidays! Wishing you and yours a spectacular 2015! We were one and one in last week’s healthcare recap. The v-bottom played out as many expected, … Continue Reading
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HCV Going Through Growing Pains as Achillion Data Hits
Research - Achillion Pharmaceuticals (ACHN) reported anticipated data for its nucleotide inhibitor ACH-3422 this morning alongside data from a phase 2 proxy study.
PremiumV-Bottom’s Back, Gilead’s Biggest Overhang is Removed: Our Weekly Recap
Recap - We’re in the throes of yet another sharp “V-bottom” for the S&P 500 (SPX), a rapid drop followed by a rip-your-face off rally – the 10th occurrence … Continue Reading
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Abraxane Inventor Puts Money to Work in Sorrento
Research - On Monday, Sorrento announced that Dr. Patrick Soon-Shiong made a $41 million investment in the company and now owns 19.9% of Sorrento.
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Agenus Climbs on Royalty Potential from Pharma’s New Vaccine
Insights - Agenus (AGEN) announced on Thursday that a shingles vaccine being developed by GlaxoSmithKline (GSK), and using a proprietary adjuvant licensed from AGEN, was succesful in … Continue Reading
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Sorrento’s New Investor Isn’t JUST a Billionaire
Insights - Investor/entrepreneur Dr. Patrick Soon-Shiong is making a sizable investment in Sorrento Therapeutics (SRNE), in addition to forming a joint venture with the small company to develop … Continue Reading
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