Thursday, August 22, 2013

Patent Precipice at Pfizer

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Through successful litigation, Pfizer (PFE-$28.16) has extended the patent for its sex drug Viagra (sildenafil) in the U.S. until Octobe...
Thursday, August 15, 2013

Onyx and Amgen Marriage -- Not So Fast

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The key asset driving the upside valuation for Onyx (ONXX-$126.26) is Kyprolis (carfilzomib), a proteasome inhibitor recently approved f...
Tuesday, August 06, 2013

Obstacles to Growth at Sanofi

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Current fundamentals at Sanofi (SNY-$51.81) look dismal. Total revenue declined 2.8% to $9.36 billion (EURO 8.06 billion). Although quar...
Wednesday, July 10, 2013

Merck Looking to Sunburns for Growth

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Given research setbacks and the known quantity that its melanoma therapy lambrolizumab is unlikely to receive approval prior to 2015, mer...
Friday, June 21, 2013

Januvia and Victoza Pancreatic Cancer Lawsuits Have Begun

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The lawyers are circling  all drug makers of incretin mimetics, including the newer DPP-4 inhibitors – Tradjenta (linagliptin) from Eli Li...

Patent Losses to Stall Sales Growth at Eli Lilly

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Having spent $5.28 billion on R&D in 2012, up from $4.88 billion in 2010 – and with approximately 60 potential new drugs in human tes...
Monday, June 10, 2013

Potential Buyers of Drug Maker Forest Labs

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Forest Labs (FRX-$40.45) has demonstrated limited success in filling the earnings void created by the patent expiry for Lexapro, its ers...
Thursday, May 30, 2013

Forest Lab's Fortunes Tied to New Drugs

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Forest Lab 's (FRX-$39.91) management told analysts on its recent earning’s call that sales of next-generation products could grow 4...
Friday, May 24, 2013

Online Ticketing Upstarts Challenge Live Nation's Concert Kingdom

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Investors might want to rethink their enthusiasm for Live Nation (LYV-$13.78) . To be sure, this new embrace of all-things digital has he...
Saturday, May 04, 2013

How Vulnerable Are Comstock Resources and Ultra Petroleum to Lower Energy Prices?

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Given what might be peak pricing, it’s hard to fathom why certain natural gas companies have chosen not to lock in more contracted natura...
Wednesday, April 24, 2013

Favorable Drilling Costs: Natural Gas Plays EQT Corp and Range Resources

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Energy exploration companies are shifting drilling toward resources with greater potential for oil and natural-gas liquids. Nonetheless,...

Credit Concerns With DISH - Sprint Nextel Deal

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A DISH Network (DISH-$39.26) – Sprint Nextel (S-$7.09) deal offers multiple venues for revenue growth. DISH could offer subscribers tr...

Exxon Mobil Looks to Favorable Future With Natural Gas

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With the $41 billion acquisition of XTO Energy back in 2010, Exxon Mobil (XOM-$89.43) overnight became the largest producer of natural g...
Monday, March 25, 2013

Apple's Growing Dependence on iPhones

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In 2012, Samsung (SSNLF) and Apple (APPL-$463.58) remained the dominant OEMs in the smartphone market, with the two companies accounti...

Will Duke Energy's Dividend Get Nuked?

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Year-to-date, the share price of  Duke Energy (DUK-$70.28)  has outperformed the S&P 500 Index by 180 basis points, posting a total...
Wednesday, February 27, 2013

Peak Sales of Merck's Januvia Will Hit $10 Billion

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“Bait the hook well; this fish will bite,” quipped Shakespeare’s Claudio in the playwright’s Much Ado About Nothing . To the contrary, in...
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Wednesday, February 13, 2013

SunTech Power: Too Much Capacity, Too Much Debt

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In terms of megawatt shipment volumes, Suntech Power Holdings ( STP-$1.50 ) is the number three supplier of PV modules, according to ana...
Monday, February 04, 2013

Energy Majors Vulnerable to Terror Attacks in Africa

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Concentration of production and reserve assets in such unstable markets as North Africa and the sub-Sahara means operating profitability ...
Thursday, January 31, 2013

EOG Resources Benefits from Early-Mover Purchases

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Like other U.S. natural gas producers,   EOG Resources (EOG-$125.03) responded in recent years to slumping natural gas prices by spendin...
Thursday, January 24, 2013

Sky Is Not Falling at Trina Solar

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Fears of an inevitable bankruptcy filing by Trina Solar (TSL-$5.02) are being catalyzed by the necessary refinancing of $778 million ...