Long Ideas - Since our report on Alexion Pharmaceuticals (ALXN) in early December, shares are virtually flat; outperformance through mid-January has been replaced by underperformance as expectations of … Continue Reading
Read nowLong Ideas - The spotlight has been on Astex Pharmaceuticals (ASTX) in the last month, and as investors have taken notice of the oncology developer, shares have rallied … Continue Reading
Read nowInterviews - The CPAP (Continuous Positive Airway Pressure) equipment market is about to enter a pivotal time. The Centers for Medicare and Medicaid (CMS) instituted a round … Continue Reading
Read nowLong Ideas - Although Illumina was slapped with a $96M fine by a federal jury this week, the monetary penalty isn’t all that detrimental to the $6B company; … Continue Reading
Read nowLong Ideas - Within the history of the biotechnology sector, few franchises have gone from blockbuster status to peak to decline as quickly as that of Incivek, Vertex … Continue Reading
Read nowLong Ideas - With U.S. rights to Horizant returning in full to XenoPort (XNPT) in just two months, and a number of significant developmental catalysts within the same … Continue Reading
Read nowLong Ideas - Wet macular degeneration is a chronic eye disease that causes vision loss and generally occurs later in life (50+), as blood vessels leak fluid or … Continue Reading
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