Incyte is Positioning for a Strong 2nd Half
Long Ideas - Incyte (INCY), which markets Jakafi (ruxolitinib) for the treatment of myelofibrosis, is well positioned for a strong 2nd half of 2013, as a host of … Continue Reading
Read nowSearch Results for gene therapy
Curis’ Differentiated Oncology Approach Is Worth More than the Market Suggests
Long Ideas - Update: On the morning of July 15th, Curis announced that the European Commission granted the conditional approval of Erivedge (vismodegib) for the treatment of adult patients with … Continue Reading
Read nowSynageva Has Eliminated Major Risks to its Business
Long Ideas - We last covered Synageva BioPharma (GEVA) in early January, arguing that the company faced fundamental risks that made its valuation a concern moving forward. But … Continue Reading
Read nowThe Evidence Builds Against This Recent Biotech IPO
Most Popular - A study published yesterday in PLOS Biology offers a damning assessment of recent IPO PTC Therapeutics’ (PTCT) lead candidate ataluren. PTC began trading on the Nasdaq last … Continue Reading
Read nowIsis Pharma Pops and Amarin Drops
Most Popular - Isis Pharmaceuticals (ISIS) revealed impressive numbers from its Phase II trial of ISIS-APOCIIIRx in patients with high triglycerides and type 2 diabetes yesterday at the American Diabetes Association … Continue Reading
Read nowAmarin’s News Flow Adds Fuel to the Fire
Long Ideas - Amarin (AMRN) announced Friday morning that a Phase I trial comparing the bioavailability of components from a fixed-dose combination of Vascepa plus rosuvastatin, to concomitant … Continue Reading
Read nowMedivation’s Competitor Was Just Acquired, but It’s Not as Bad As It Sounds
Long Ideas - Shares of Medivation (MDVN) fell sharply on Monday June 17, closing down over 6% on news that Johnson & Johnson (JNJ) has acquired Aragon Pharmaceuticals … Continue Reading
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