Shares of Novo Nordisk (NYSE: NVO) are trying to recover from a recent sell-off that occurred after the FDA rejected its new drug Tresiba -- citing lack of a pre-approval cardiovascular outcomes study. Tresiba is an insulin analog, which is injected subcutaneously three-times a week to help control the blood sugar level of those with diabetes. Shares plummeted almost 15% on this disappointing news. But the real question now is if more »
A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As 2013 begins, I would like to focus on a diversified global health care giant: Merck & Company Incorporated (NYSE: MRK).
Warren Buffett once said, “Never invest in a business you can’t understand.” This not more »
Biogen Idec (NASDAQ: BIIB) has just moved to reinforce its dominance in the multiple sclerosis treatment market by striking a deal to buy the 50% rights to Tysabri that it does not own from its partner Elan. Biogen's MS drugs account for about 30% of the roughly $12 billion global MS market, and Tysabri is regarded as the most effective treatment, not to mention the least vulnerable to generic more »
How many of us as investors want to identify companies that are pioneers in their industry? Is it possible to find commonality across sectors, which factors make specific companies great and cause other companies to fail?
A technology company like Oracle, which despite its tremendous size, continues to innovate and deliver value for shareholders by making smart bolt-on acquisitions. Or consider multimedia and entertainment giant Walt Disney, led by the more »
One of the interesting things that Facebook (NASDAQ: FB) helped to expose was the customer demand for casual games. Before Farmville and the like, only hardcore gamers were considered targets in the video game space. Now, that service, along with many others, is exposing a new side of computer use—casual users. It will likely have big repercussions on your investments.
It's a Work Thing
When personal computers first more »
Bloomberg recently highlighted some amazing single family home sales statistics, including that a third of home sellers find a buyer in less than two weeks in some areas of Washington D.C. and Seattle. That's a far cry from the languishing housing market that's helped to keep the economy in neutral since 2007. It looks like Blackstone (NYSE: BX) called this one right, but you still have a more »
Warren Buffett has made a name for himself by snatching up companies at deep discounts and holding until he’s captured as much value as possible. Anyone familiar with the famed investor knows that he is more apt to buy and hold versus making swift trades; he even advocated the exchanges being open only once per quarter (as opposed to daily) for traders to buy and sell.
With that in more »
Typically, it doesn't take a lot for a stock to trade with gains/losses of more than 5% in a session; it can be caused by an analyst's remarks, sometimes it's caused by earnings, or maybe it’s just a technical response. Sometimes the moves are warranted and other times they are not. Therefore, I am looking at several moves to determine if the stocks are presenting more »
Keryx Biopharmaceutical’s (NASDAQ: KERX) latest kidney drug called Zerenex is a game changer for the company after achieving positive results from its long-term Phase 3 study, which is the second and final obligation under the special protocol assessment (SPA) clinical program with U.S. Food and Drug Administration (FDA). Zerenex is a phosphate binder designed to treat hyperphosphatemia in patients suffering from end stage renal disease (ESRD).
The company more »
Keryx (NASDAQ: KERX) announced successful top-line results from the long-term Phase 3 study of Zerenex (ferric citrate), its phosphate binder drug candidate based on ferric iron, for the treatment of elevated serum phosphorus levels, or hyperphosphatemia, in patients with end-stage renal disease (ESRD) who are on dialysis.
Zerenex met the primary endpoint of the study showing a change in serum phosphorus that was statistically significant when compared to a more »
Editor's Note: The initial article alludes to Thomas Steyer as the head of Farallon. This is incorrect, Mr. Steyer retired at the end of 2012. In addition, this post is sourced upon the Q3 2012 13F.
Since founding Farallon Capital Management in 1986, Thomas Steyer and fellow investment manager Andrew J. M. Spokes have seen their AUM grow to exceed $20 billion, not including the $8 billion in private more »
Another big week for earnings and I will try and highlight some on the more interesting results to look at. These articles are quite popular so please let me know if there are any particular companies readers want covered with write ups in the week and I’ll try and get them done. There is no fixed theme or sector prevalent in this week’s earnings however I note there more »
Companies in the health care sector provide essentials to both customers and investors: namely, their products and their dividends. One of the things I look for in a company is products that people need no matter the prevailing economic climate. Medicines and consumer health products certainly fit that bill. While the U.S-based health care giants are well-known to most investors, the following is a list of international competitors in more »
Put the blame on mame, boys, put the blame on mame ~ Rita Haywarth
Questcor Pharmaceuticals (NASDAQ: QCOR) can definitely put the blame on a lot of negative publicity - much of it false, malicious, or plain silly - for having lost almost 35% of its market capitalization in 2012, and for losing another nearly 4.5% of its value year-to-date.
This is funny because this is a company that has been beating more »
Keryx (NASDAQ: KERX) announced that its Japanese partner, Japan Tobacco, has filed its New Drug Application (NDA) with the Japanese Ministry of Health, Labour and Welfare for marketing approval of Zerenex in Japan. Zerenex is used to treat hyperphosphatemia in patients with chronic kidney disease (CKD).
Efficacy and safety data from several successfully completed Phase 3 studies in CKD patients with hyperphosphatemia in Japan has provided ample support for the more »
Editor's Note: The original article had the market capitalization incorrect for Senesco Technologies and Lorus Therapeutics. This version has been corrected and Motley Fool apologizes for the error.
Companies like Incyte (NASDAQ: INCY), Immunogen (NASDAQ: IMGN), Endocyte (NASDAQ: ECYT) and Senesco Technologies are putting their research efforts towards the eradication and control of cancers. Though their efforts are often ingenious and heroic, that does not necessarily make them recommendable more »
Last year was a pretty good one for stockholders in Sanofi (NYSE: SNY), and the indications are that this year could be the same. It has been a difficult few years for the pharmaceutical industry and I’m sure that in years to come undergraduate management course books will be written on how the companies in the industry dealt with the challenges in different ways. Big pharma has faced patent more »
Many big drug companies are scrambling to compensate as key patents expire, exposing previously protected drugs to generic competition. Investors should be careful to only buy pharmaceutical companies at valuations that are attractive given their earnings prospects.
Consider the following:
EPS growth next 5 years
AstraZeneca more »
Selling people what they normally can have for free or for a nominal amount is a surefire way to make money. Think bottled water, especially the purified kind from the tap.
There aren't many products this blatantly marked up. One of the few that comes close is eyewear, as I discussed in October. At first glance, most drugs seem like they would fit this category as well, which explains more »
Biotechnology can be one of the most volatile industries to be invested in. A lot of the time, investors can own shares in various companies and not even know there is an event coming up. This article will serve to inform investors of 6 biotechnology stocks that have upcoming catalysts in 2013. These catalysts are likely to have a significant impact upon each company.
1) Celsion Corporation (NASDAQ: CLSN)
Celsion more »