We bought a few shares of this one, we think decent shot it moves over $4 today One investing strategy in the biotech field is to follow what successful biotech funds are doing. We detailed some companies last year…
Commentary Free Articles
AcelRx Should Trend Higher As FDA Approval Is Likely At End Of This Month
Summary AcelRx develops Zalviso to treat acute and breakthrough pain. We believe there is a 90% chance the company receives FDA approval on July 27. Zalviso has several advantages over intravenous delivery methods. Obamacare and favorable product pricing should benefit…
Activist Investor David Callan Has Been Accumulating Identiv Stock, Here is Why
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…
Updated And Amended: Why Mannkind’s Afrezza Is No Blockbuster And Will Be Rejected By FDA
Updated 6/22: Cleaned up thesis to include that we feel the stock price will tank hard even if Afrezza is approved. Background and Story of Afreza MannKind Corporation (MNKD) is a biopharmaceutical company that focuses on the discovery, development, and…
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…
Video: Chart Review and Commentary For Monday, May 12 2014- Bull Trap
$SPY review, $IBB review and select other names. I consider this a bulltrap day as the volume was very low. Refer to January 14th chart for the $SPY. Ukraine issue is definitely much more serious than the market action would…
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…
Did Pozen Mislead Investors Concerning Its Recent FDA Rejection?
On Friday of last week, Pozen Inc.(POZN), received a CRL from the FDA, disallowing the New Drug Application (NDA) for its coordinated-delivery tablet combination of omeprazole (Prilosec) and aspirin. This combination can basically be purchased over the counter (OTC) by…
