Pharmacyclics warned in its 3Q earnings release that employees might sell market-moving amounts of shares on Wednesday as they exercised options. As we expected, shares sold off sharply but bounced in the second half of the week.
Remoxy has long been an interest for PropThink, and this week we focused on Durect’s involvement in the pain management drug. Pfizer’s comments were damaging, but opportunity still exists.
The risk-tolerant investor will want to read our report on Geron, while those interested in a safer bet for 2013 should take a look at Endocyte .
Pimavanserin remains a controversial issue among the Bulls and Bears. Here’s an evaluation of its potential should upcoming data prove positive for Acadia.
PropThink’s discussion of AMED in mid-October suggested declines in the near-future, which continued post-earnings with analyst downgrades this week. Shares are off 17% since PropThink’s first story.
Pending FDA approval, Ariad is fully prepared for ponatinib’s launch next year, and InterMune’s Esbriet sales have finally begun to show signs of life.
Following our previous report on Biogen Idec, we opined this week on development data from the biotech giant. Once BG-12 receives approval, expect investor focus to shift to the pipeline, and here’s a good look at what’s coming.
Amarin’s conference call didn’t shed a whole lot of light on Vascepa’s NCE status, but management did lend some insight on its plans for marketing the drug. We still think investors should tread lightly, utilizing options around this volatile event.
Our original report on Merge Healthcare ran in September, and while the stock has been under pressure since October, Reuters reported on Friday that private equity firms have been circling the healthcare IT company, and fundamentals are solid.