May 03, 2018 - Investor focus is likely to remain on Merrimack's (MACK) pipeline updates when it reports first-quarter numbers.
May 01, 2018 - Arris Group (NASDAQ:ARRS) turned in a mixed report in Q1 earnings, substantially trimming its net loss but seeing revenues fall short of expectations. Net loss on a GAAP basis was $0.07/share, vs. a
May 01, 2018 - The thesis for position #18, Ionis Pharmaceuticals, has been added.Weakness in the overall market and biotech sector continues to frustrate (and scare) many investors.I remind readers that I am not a
Apr 30, 2018 - Apple will have a weak quarter.Wal-Mart and Apple will be the biggest losers from a trade war with China.Chegg is a consistent company.
Apr 30, 2018 -
On CNBC's "Mad Money", Jim Cramer advised his viewer to be careful with Array Biopharma Inc (NASDAQ: ARRY) because the market is taking apart the minor drug companies.
Apr 24, 2018 - President Trump´s speech on drug pricing has been postponed. Continued deal activity in the biotech sector bodes well. Abeona Therapeutics announced receipt of the FDA´s RMAT (Regenerative Medicine Ad
Apr 17, 2018 - Performance of the Core Biotech Model Account is currently tracking just ahead of the IBB and XBI over the same period of time.I explain below why I´ve made the choice to use dual benchmarks instead o
Apr 10, 2018 - The rollercoaster ride in the gene therapy space (pessimism due to clinical hold/safety fears followed by optimism over Novartis acquiring AveXis) has been an interesting case study to watch. We took
Apr 05, 2018 - The biotech sector is fertile ground for tremendously profitable stocks, but many of the names in the sector are also quite risky and volatile.Since the dispersion in returns is so wide in biotech, pi
Apr 03, 2018 - The biotech sector (and overall market) continue to experience significant weakness.If Takeda successfully bids for Shire (or rival biders come in) it could provide a much-needed boost for the biotech