Stocks To Watch: Sanofi SA Rights

 |  Includes: GCVRZ
by: SA Stocks To Watch


SA contributors highlight a stock to watch for unusual movement, share their bias (long/short) and brief comments.

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Sanofi SA Rights (NASDAQ:GCVRZ) - long - Chris DeMuth Jr.

  • Up by over 40% year-to-date on renewed optimism regarding the FDA
  • A petition to the White House demands Lemtrada approval
  • SNY took a 132 million euro charge based on Lemtrada-linked liability
  • SNY has increased job openings related to US Lemtrada sales
  • This is my best long idea for 2014 in part due to >50% FDA approval odds
  • It has positive expectancy (+EV) in a long with little market or macro risk

Editor's Note: This article covers one or more stocks trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.