Category Archives: Investment

Idorsia leaps 45% in market debut; Actelion spinoff looks like sure bet with J&J backing to boot. How to invest.






Idorsia Ltd. (Allschwil CHE), the research-based spin-out from Actelion following the latter’s $30 billion acquisition by Johnson & Johnson (New Brunswick NJ), which has now been completed, started trading on… Read more »

GlycoMimetics gets Breakthrough title; stock explodes but what’s next?






The News: GlycoMimetics Inc. (Rockville MD) soared Thursday (May 18, 2017), up 99% to $10.67. The unforeseen blastoff followed Tuesday (May 16, 2017) night’s announcement that the company’s clinical-stage acute… Read more »

Akebia surges on anemia drug deal; is a much bigger breakout looming?






The News: Akebia Therapeutics Inc. (Cambridge MA) leaped 18% Tuesday (May 16, 2017) sparked by news the fledgling dialysis treatment developer and Swiss backer Vifor Pharma Group Ltd. (Glattburg) agreed… Read more »

Glaxo dodges another Advair punch as second generic attempt crashes; Big Pharma’s plight highlights new world order for competition and innovation






The News: GlaxoSmithKline PLC is likely to escape generic competition to its blockbuster lung drug Advair in the US this year, after a second application for a cut-price equivalent form… Read more »

Why Aeterna Zentaris got crushed, and is there any positive takeaway?






The News: Aeterna Zentaris Inc. (Nasdaq: AEZS) plunged 73% to $0.89 last week after announcing that the ZoptEC Phase 3 clinical study of Zoptrex (zoptarelin doxorubicin) in women with locally advanced,… Read more »

Pernix soars on absolutely no news; naturally, rumors of a takeout flourish






The News: Pernix Therapeutics Holdings Inc. (Nasdaq:PTX) was one of the week’s top gainers, rocketing $2.02, or 50%, to $6.33 Monday (May 8, 2017)–without a press release being issued, or other… Read more »

Pfizer’s mixed 1Q results spur M&A hopes; is Bristol-Myers a “done deal”?






The News: Pfizer Inc. said Tuesday (May 2, 2017) that first-quarter sales declined 2% year-over-year to $12.8 billion, missing analyst estimates of $13.1 billion, with the company highlighting one less… Read more »

Molina Healthcare sacks founder’s sons; but don’t bet on a takeout






The News: Molina Healthcare Inc. (Long Beach CA) has fired its two top executives, sons of the medium-sized health insurer’s founder, in a surprise shakeup prompted by its poor financial… Read more »

Why Pacific Biosciences’ crash landing epitomizes the classic overreaction; now what






The News: Pacific Biosciences of California Inc. (Nasdaq:PACB) skidded $1.11, or 22% last week, to $3.94 in response to a wider-than-expected first-quarter loss. Wall Street was expecting the Menlo Park,… Read more »

Akebia shares soar on rich partnership with Otsuka; risky but rational gamble?






The News: Akebia Therapeutics Inc. (Nasdaq:AKBA) led advancing issues last week, soaring $4.08, or 45% for the 5-day stretch, to $13.18. The big move came after the Cambridge, MA-based company… Read more »