Poonam A. Arora
Contributor since: 2013
Company: Seamist capital
Latest Articles
IBB: Significantly Overbought - Sharp Declines Imminent
Short Puma Biotechnology: Follow-Up Data Solidifies Unapprovable Thesis For Neratinib As Extended Adjuvant Treatment
Epizyme: First In Class Risk Remains Among Improving Odds
Clovis Oncology: Derisked Takeout Story
Puma Biotechnology: Extended Adjuvant Approval Remains Unlikely On Disappointing Data
Epizyme: Shares Oversold On Mixed Data From Early Studies
Puma Biotechnology: Legacy Wyeth Study Provides The Back Story On Neratinib - Adjuvant Approval Appears Unlikely
Epizyme: Strong Early Data But Reserving Judgment Until Final Results
Puma Biotechnology: Shares Overbought At Current Levels
Epizyme: Undervalued Rare Asset With Outsized Potential
Puma Biotechnology: Risk Reward Imbalance
Puma Biotechnology: ISPY2 Data Added Little To The Neratinib Conversation
Puma Biotechnology: A Short Thesis For Investors
Medivation: Still A Long But With Limited Upside
Ariad: Shares Overvalued On Fundamentals
Tesaro: Potential Nausea Benefit Or Lack Thereof Key To Valuation
Synta: Share Price Not Reflecting Ganetespib Value Proposition