Thursday, February 20, 2014

Progenics Pharmaceuticals: New Front in War Against Cancer

›
Investors’ bearish sentiment that further testing of the clinical utility of Progenics Pharma’s (PGNX-$5.00) PSMA-ADC might be pointless...
Monday, February 17, 2014

The New Old Yahoo Under Marissa Mayer

›
Yahoo (YHOO-$38.23) continues to fall further behind Google (GOOG) and Microsoft (MSFT) in organic growth for inquiring eyes (and pote...
Monday, February 10, 2014

Lobbying Momentum to Drive Pharmacyclics Success?

›
In addition to hard science, lobbying momentum could be another catalyst driving sales of Pharmacyclics (PCYC-$131.38) new blood cancer ...
Saturday, January 25, 2014

Pharmacyclic's Imbruvica: New Hope for Cancer Patients

›
Imbruvica, by  Pharmacyclics (PCYC-$135.20),  received accelerated approval for MCL based on a study where 111 participants were given I...
1 comment:
Saturday, January 11, 2014

Checking for Signs of Life at Vivus

›
Led by new chief executive Seth Fischer, Vivus (VVUS-$9.18) is walking a new path with its erectile dysfunction (ED) drug Stendra (ava...
Monday, December 23, 2013

SolarCity's Bright Growth Prospects

›
Founded in 2006 with the initial objective of selling solar energy systems outright, SolarCity (SCTY-$55.60) has since embraced the conc...
Wednesday, December 18, 2013

Frosty Future for Erectile Dysfunction Drugs

›
A recent report published by Transparency Market Research has cast a pall on the future profitability of the PDE5 inhibitor sex drug clas...
1 comment:
Monday, November 25, 2013

J&J's Remicade Versus Inflectra

›
Johnson & Johnson (JNJ-$95.63) isn’t waiting until decade’s end to expand its offering of anti-inflammatory therapies: to refresh th...
1 comment:
Tuesday, November 19, 2013

Celgene Grows Beyond Cancer Products

›
Although growth prospects for Celgene’s (CELG-$154.44) oncology franchise remain strong, the product portfolio remains highly concentra...
Saturday, November 16, 2013

Roche Holding More than Oncology Franchise

›
Notwithstanding safety concerns and narrow therapeutic labeling, Roche Holding’s (RHHBY-$69.63) rheumatoid arthritis treatment Actmera h...
Sunday, November 03, 2013

Managing Weight-Loss Expectations at Arena Pharmaceuticals

›
The current market potential for Arena Pharmaceuticals’ (ARNA-$4.39) weight-loss drug Belviq here in the U.S. is approximately $1.0 bill...
Wednesday, October 30, 2013

Gold Mining Values in a Bear Market

›
Despite cuts to cap-ex and exploration, Citigroup data reveals that gold majors like Barrick Gold (ABX) , Goldcorp (GG) , and Yamana Gold...
3 comments:
Wednesday, October 16, 2013

Prospects Not Terminal for Endocyte's Cancer Drug Vintafolide

›
Following an interim analysis, Endocyte (ECYT-$11.40) reported last Thursday that the independent Drug Safety Monitoring Board (DSMB) ad...
Tuesday, October 08, 2013

Will Medivation PREVAIL in Prostate Cancer?

›
Medivation’s (MDVN-$57.57) senior management remains upbeat on growth prospects for the prostate cancer drug Xtandi. In fact, chief exec...
Monday, September 23, 2013

Roche-Genentech Profitability Linked to Oncology Portfolio

›
Convenience advantages of Roche’s (RHHBY-$65.84) new injectable version of Herceptin could outweigh the lower price advantage of a biosi...
1 comment:
Thursday, September 05, 2013

Is Pfizer's Pipeline Filled With Lemmings?

›
Between 2010 and 2012, Pfizer (PFE-$28.37) stumbled off the patent precipice, as branded drugs that made up 42% of annual pharmaceutical...

AMC - The Walking Dead Network?

›
Referencing the ratings success of AMC (AMCX-$62.40) cable shows like The Walking Dead and the western Hell on Wheels , chief executive...
Thursday, August 22, 2013

Patent Precipice at Pfizer

›
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

›
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

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