Summary These days we hear about shareholder activism almost daily. It is next to impossible to watch CNBC and not hear discussions about some form of activism. Carl Icahn, Dan Loeb, Bill Ackman, George Soros or any of other…
Bullish Free Articles
Updated With Options Activity Reflected: Acquisition Thesis on Volcano Corp.
Note: I’m long here a decent amount of shares in the $18.15’s range. Buy range = $17.98 to $18.20, stop range = $16.99 t0 $17.20. Target opinion range for shorter term swing trade = $20.45. Acquisition target = $23 -…
Research Report And Thesis On Halozyme
Investment Thesis with Halozyme (HALO) and Story: Last year HALO was a one of the high flying biotech stocks, and increased in value 5 x. Much of Halo’s big run occurred when we mentioned that a company director bought 50,000…
Updated: Orexigen’s Weight Loss Drug Will Be Approved Soon And Will Lead Market – Here Is Why
Coming up on June 10th, 2014, Orexigen Therapeutics expects a Food and Drug Administration (FDA) for it’s weight loss drug NB32 (Contrave). Contrave was initially rejected by the FDA due to a single issue cardiovascular safety concern and requested the…
Cytokinetics Binary Failure Provides Solid Buying Opportunity For Traders And Speculation Investors
Seeking Alpha preview: Written by Michael Kovar and Scott Matusow in stock price for Cytokinetics (CYTK) prior to the recent data released last Friday. Indeed, that did occur as the stock went from $10.63 to a high of $13.26, representing…
Following The Smart Money: The Small Cap Biotech Investments Of Randal J. Kirk
Many might not be familiar with who Randal J. Kirk is, but he is an influential man in the small cap biotech investment world. He got his start in business in the early 1980’s and is now Chairman and Chief…
Biotech Catalyst Trade In Focus: Synthetic Biologics
Similar to how a blue-chip company might have an increase in stock price before an earnings call, small-cap developmental biotechs often increase in price before important clinical data releases, Advisory Committee Meetings (ADCOM), and U.S. Food and Drug Administration (FDA)…
Cytokinetics: Small Cap Biotech Investment And Catalyst Trade In Focus
Written by Michael Kovar who has a position in $CYTK. Comments: Stock has gapped up a ton this morning, Scott and Kyle have no position, and never had a position in CYTK. Today, we are going to focus on a…
Baker Brothers’ Holding Cerus Flying Under The Radar With Catalyst Upcoming
Written by Kyle Dennis and Scott Matusow Today we are going to take a look at a developmental biotech which well-known biotech institutional investor firm Baker Brothers LLC has a substantial position in. The company is developing a blood test…
Does Accuray’s Recent Unusual Bullish Options Activity Signal A Rally In The Stock Soon?
StockMatusow, stockmatusow (149 clicks) Long/short equity, deep value, value, research analyst Send Message| Follow (3,294) Written by Scott Matusow and Kyle Dennis We typically cover developmental pharmaceutical companies, but this week we want to bring attention to a medical device…
