10Q Detective

Investors often overlook SEC filings, and it is the job of the 10Q Detective to dig through businesses’ 8-K and 10-Q SEC filings, looking for financial statement ‘soft spots,'(depreciation policies, warranty reserves, and restructuring charges, etc.)that may materially impact Quality of Earnings.

Thursday, July 31, 2014

Making Sense on OncoGeneX

›
OncoGeneX’ s (OGXI - $2.98)  stock collapsed in the last four months, losing almost 80% in market value after reporting that its lead asse...
1 comment:
Wednesday, June 11, 2014

Conatus Pharma Breaks From Intercept's Shadow?

›
Bloggers and traders alike are scratching their heads, looking for answers as to why Conatus Pharmaceuticals (CNAT) is up more than 48%...
Friday, May 02, 2014

Agios Impresses With Leukemia Drug: Investor Beware

›
Agios Pharmaceuticals (AGIO-$43.35)   moved substantially higher in price last month after   reporting   Phase 1 data demonstrating that ...

Biotech Losers of 2013: AVEO, INFI, AFFY, and ARIA -- Where Are They Now?

›
Despite having lost more than 90% of its market valuation in the last 21 months, AVEO Pharma’s (AVEO-$1.24)  management believes it can d...
Thursday, April 03, 2014

AbbVie's IV Lifeline Still Humira

›
Investors in AbbVie (ABBV-$53.34) are reminded each quarterly earnings release of the continued importance of Humira to the drug maker...
Tuesday, March 18, 2014

AbbVie Hums with Humira

›
AbbVie (ABBV - $53.10) Chief executive Rick Gonzalez told analysts on the   fourth-quarter earnings call  that management expects global...
1 comment:

Pfizer's Strategic Move into Opioid Analgesics

›
Pfizer's (PFE-$31.93) management stated during the  fourth-quarter 2013 earnings call   last month that a move toward opioid analgesi...

Ignore the Zogenix Buzz

›
Though Zogenix (ZGNX-$3.55) is entering a chronic pain market with estimated annual sales worth an estimated $15.5 billion, the market i...
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:
‹
›
Home
View web version

About Me

My photo
David J. Phillips
Prior to founding the 10Q Detective, I held equity analyst positions with three brokerage firms and published the investment newsletter e-Growth Profit Letter - dedicated to uncovering companies with innovative, proprietary technologies in a range of industries. My work has been published in The Dick Davis Digest, The Bull & Bear Financial Report, BusinessWeek, CBS Interactive, Forbes, Kiplingers Personal Finance, MSN Money, TheStreet.com, 24/7 Wall Street, The Wall St. Journal, The International Herald Tribune, and Investors Business Daily. The 10Q Detective is recommended as a 'Must-Read' money blog in Kiplingers (Oct. 2006 & May 2008), Washington Post (May 2009); a 'Best of Financial Blog' by BusinessWeek (Feb. 2007 & April 2008),a 'Smart Stop' by The Journal of Accountancy (March 2008); 'Top 25' by Time magazine, a 'Top 50 Money Blog' by CurrencyTrading.net (April 2008); and, a 2011 LexisNexis Business Law Blog Nominee.
View my complete profile
Powered by Blogger.