Migraine Space Consolidation Hasn’t Slowed
Research - Sure enough, Sage’s (SAGE) phase 3 STATUS data have leaked into the third quarter. Our suggestion for some August hedge protection may still work, as … Continue Reading
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Updates on Some Recent Ideas
Research - Marinus Pharmaceuticals (MRNS) finally released top-line results from their small study of ganaxolone in PCDH19 this morning. Recall we covered this in our August webinar … Continue Reading
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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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Finally, QLT Inc Makes a Move
Research - QLT Inc. (QLTI) finally made the move we had been waiting for – although it's perhaps not the move we had been hoping for.
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Understanding the FDA’s Expedited Approval Processes
Biotech is Swooning. You Shouldn’t Be
Research - Our suggestion to take profits on some of our bigger winners late last week was well-timed. From the blow-off top (temporarily, at least) on Friday … Continue Reading
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Updating on a Number of Our Recent ‘Smid-Cap’ Picks
Research - With biotech where it is, we're suggesting taking profits on a number of our big winners in the past 6 months. Here are the details on CEMP, BLUE, TRIL, SAGE, MRNS, SGYP, GBIM, QURE, and TKMR.
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