Long 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
Read nowLong Ideas - Delcath Systems (DCTH) is developing Melblez Kit (melphalan) for injection use with the Delcath Hepatic Delivery System with a proposed indication for the treatment of … Continue Reading
Read nowLong Ideas - With a broad 12-asset pipeline, Immunomedics (IMMU), at first glance, lacks focus. But a closer look reveals a diverse development program supported by solid clinical … Continue Reading
Read nowEducation - In my estimation, there have been approximately 114 PDUFA decisions relating to NDA/BLA and sNDA/sBLA’s in 2012. Of these, 97 applicants received drug approvals and … Continue Reading
Read nowLong Ideas - Just over a week has passed since our last report on Pharmacyclics (PCYC), in which we argued that the stock has solid upside potential based … Continue Reading
Read nowLong Ideas - PropThink’s first story of the week turned into a whopping 24% gainer by Friday’s close. We iterated our enthusiasm for Pharmacyclics (PCYC) on Monday, following … Continue Reading
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