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EnhydrisPECorp

 
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  • Sunesis Pharmaceuticals, Inc. Offers A Moderate Risk 80% Return On The Short Side
     • Today, 8:30 AM SNSS 11 Comments

    Summary

    • Sunesis Pharmaceuticals is nearing a binary event with the top-line data readout of its Phase 3 Valor trial that is expected any day now.
    • Three indicators strongly suggest the pivotal trial is doomed to fail or produce a marginal benefit, at best.
    • Although Sunesis has other clinical candidates, 80% or more of its present valuation is tied to Valor's success, based on how the stock has moved since the interim data analysis.
  • MannKind Corp. And The Folly Of Cult Biotech Stocks
    Mon, Aug. 18 ARNA, DNDN, JNJ 47 Comments

    Summary

    • Shares of MannKind Corp. have been on a wild ride over the past year.
    • Most of this volatility is the result of emotionally-charged retail investors pushing the stock past realistic valuation levels.
    • This stock serves as another glaring example as to why it's generally a bad idea to follow the crowd when investing in biotech stocks.
  • Enanta Pharmaceuticals Is Simply Too Cheap To Ignore
    Mon, Aug. 11 ABBV, ENTA 20 Comments

    Summary

    • Next-generation hepatitis C drugs have blown away revenue expectations so far.
    • Enanta Pharmaceuticals is a little-known player in this field, with an attractive valuation.
    • Based on my conservative revenue estimates, I believe Enanta will easily double from current levels within the next 12 months.
  • Evidence For And Against A Biotech Bubble
    Mon, Mar. 10 ABBV, ICPT, IBB 16 Comments

    Summary

    • Talk of a biotech bubble is ramping up.
    • Some top biotechs have struggled in recent sessions.
    • While superficial evidence of a bubble exists, I believe a deeper look at the issue reveals that such talk is premature.
  • Galena Biopharma: The Legal Stakes Are Rising
    Thu, Mar. 6 GALE 96 Comments

    Summary

    • Galena Biopharma is being investigated by multiple law firms for securities fraud.
    • A legal filing yesterday alleges that the company materially misled investors in filings with the SEC.
    • Galena may therefore have violated Rule 10b-5.
    • Investors thus need to understand the nature of the legal complaint against the company, and its ramifications for further actions.
  • Clearing The Air On Galena's Legal Woes
    Tue, Mar. 4 GALE 124 Comments
  • Did Galena Biopharma Mislead Investors And Patients About NeuVax?
    Editors' Pick • Mon, Mar. 3 GALE 58 Comments
  • Prana Biotechnology And MannKind Corp.: Bad News Obeys Its Own Special Laws
       • Thu, Feb. 20 MNKD, PRAN 113 Comments
  • A Deeper Look At The Galena Biopharma Controversy
    Editors' Pick • Fri, Feb. 14 GALE 368 Comments
  • Chelsea Therapeutics: The Good, The Bad And The Ugly
    Thu, Feb. 13 CHTP 112 Comments
  • Ariad Pharmaceuticals: Long-Term Prospects Of The Biotech Beauty Contest
    Mon, Feb. 10 ARIA 18 Comments
  • Dear Healthcare Investors: The Correction, It's Here
    Tue, Feb. 4 ARNA, BIIB, GILD 9 Comments
  • Vringo: How To Lose At Winning
    Thu, Jan. 30 VRNG 180 Comments
  • Is The Healthcare Sector Pulling Back Or Crashing?
    Tue, Jan. 28 ACAD, ACOR, AMGN 24 Comments
  • Why MannKind Is My 2014 Short Pick In Healthcare
       • Fri, Jan. 17 MNKD 184 Comments
  • The Next Home Run In Healthcare
    Mon, Jan. 13 GERN, MNKD, NVS 47 Comments
  • Buyout Picks In Healthcare For 2014
    Fri, Jan. 10 AZN, BMRN, BMY 9 Comments
  • Healthcare Picks By Drug Type In 2014
    Thu, Jan. 9 BMRN, GILD, IG 7 Comments
  • Healthcare Stocks To Avoid This Year
    Tue, Jan. 7 QCOR, ACAD 44 Comments
  • Positioning For 2014 In The Health Care Sector
    Mon, Jan. 6 DVAX, NVAX, GILD 5 Comments
  • 3 Biotechs That Could Double In 2014
    Dec. 26, 2013 INO, NKTR, ARNA 28 Comments
  • Proof Positive That Vringo Is Dead Money
    Dec. 18, 2013 VRNG 74 Comments
  • The Curious Case Of Questcor Pharmaceuticals
    Dec. 16, 2013 QCOR 31 Comments
  • What's Next For ImmunoCellular?
    Dec. 12, 2013 IMUC 45 Comments
  • Bad News Biotechs Of 2013
    Dec. 10, 2013 ACHN, INFI, ARIA 1 Comment
  • Will Amarin And Arena See Better Sales In 2014?
    Dec. 5, 2013 AMRN, ARNA 47 Comments
  • 2014 Could Be A Big Year For Inovio, Merrimack, And NeoStem
    Dec. 4, 2013 MACK, NBS, INO 13 Comments
  • Arrowhead Research Corp: What Am I Missing?
    Dec. 4, 2013 ARWR 28 Comments
  • ImmunoCellular Is A High Risk, High Reward Biopharma
    Dec. 2, 2013 NWBO, IMUC 34 Comments
  • Vringo: Belief And Seeing Are Both Often Wrong
    Dec. 2, 2013 VRNG 146 Comments
  • Merrimack Pharmaceuticals: Speculation Is An Investor's Best Friend
    Nov. 26, 2013 MACK 2 Comments
  • NeoStem: A Biotech In Need Of A Catalyst
    Nov. 24, 2013 NBS 18 Comments