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Posts related to ‘Drug companies’

Gilead Paying Up (too much) for Pharmasset (GILD, VRUS)

Posted: November 21, 2011 at 7:51 am

Gilead Sciences Inc. (NASDAQ: GILD) is trading lower on news that it is spending some $11 billion to buy Pharmasset, Inc. (NASDAQ: VRUS).   What is interesting is that Pharmasset was ...
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Medivation, A Pain in the Rear for Dendreon (MDVN, DNDN)

Posted: November 3, 2011 at 10:59 am

Medivation, Inc. (NASDAQ: MDVN) is today's darling in biotech and emerging pharmaceuticals.  It and partner Astellas in Japan showed very positive data on its prostate cancer drug candidate. Its shares ...
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Lilly’s Drugs Closer to Edge of Patent Cliff (LLY, PFE, JNJ, BMY, SNY, MRK)

Posted: October 20, 2011 at 10:58 am

Drug maker Eli Lilly & Co. (NYSE: LLY) reported third-quarter earnings this morning, and the company did a little better than analysts expected, but worries persist that the company will ...
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The Abbott Break-Up Seems To Make Sense (ABT, BIIB, BMY)

Posted: October 19, 2011 at 10:18 am

Drug and medical stocks are not generally thought of as stocks hitting 52-week highs by the investing public.  So what about when a company decides to unlock shareholder value by ...
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Expected Upside Gains for Leading Pharmaceutical Companies (JNJ, PFE, AZN, BMY, MRK)

Posted: October 12, 2011 at 2:10 pm

Sales for the big pharmaceutical companies are expected to be hit by pricing pressure in Europe, a lack of urgent new on the coming flu season, lower rates of prescription ...
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America’s Recession-Proof Companies

Posted: October 6, 2011 at 7:27 pm

With fears of a new economic downturn, investors have become concerned about sales and profits of large companies. But there are companies that have already proven themselves in the recent ...
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Drug Raid at Boeing Plant (BA)

Posted: September 29, 2011 at 3:07 pm

Boeing Co. (NYSE: BA) doesn't have enough trouble, what with three-year delays to its new passenger liner and an order cancellation for its newest freight hauler just days before the ...
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More Than Promising Results for New Heart Drug (BMY, PFE, JNJ, BAYRY, DSKYY, PPH)

Posted: August 29, 2011 at 12:39 pm

A new heart drug aimed a reducing the risk of strokes has outperformed the current drug of choice, warfarin, in a study that shows it lowers risk from a type ...
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Why “Sell the News” on Seattle Genetics (SGEN)

Posted: August 22, 2011 at 1:17 pm

There is an old rule of thumb from biotech investors and traders... SELL FDA APPROVALS.  This is very counter-intuitive on the surface but we wanted to explain in more detail ...
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Picking Apart the Dendreon Implosion (DNDN)

Posted: August 4, 2011 at 7:59 am

Dendreon Corporation (NASDAQ: DNDN) was supposed to be the Holy Grail when it comes to investing in a treatment for prostate cancer.  The limited life-extension versus a high cost for ...
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Pharma Earnings Winner: Pfizer Versus Merck (MRK, PFE, LLY)

Posted: August 2, 2011 at 10:01 am

Merck & Co. Inc. (NYSE: MRK) released second-quarter results last Friday and Pfizer Inc. (NYSE: PFE) reported this morning.  The results of both drug behemoths are largely in line with ...
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Despite Share Price Stagnation, Great Value Remains in Teva (TEVA, CEPH)

Posted: July 28, 2011 at 3:05 pm

Teva Pharmaceutical Industries Limited (NASDAQ: TEVA) now has its earnings out of the way and analysts have had enough time to chime in with their opinions on whether or not ...
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Medco-Express Deal Makes PBM Winners & Losers; Antitrust Issues Arise (MHS, ESRX, WAG, CVS, CHSI)

Posted: July 21, 2011 at 10:00 am

MedcoHealth Solutions Inc. (NYSE: MHS) is a company we have somewhat expected might succumb to consolidation in the arena surrounding healthcare.  Express Scripts Inc. (NASDAQ: ESRX) is offering some $29 ...
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The Day After the Implosion: How Long Can Nabi Survive? (NABI)

Posted: July 19, 2011 at 3:34 pm

Nabi Biopharmaceuticals (NASDAQ: NABI) actually finds itself in a strange situation after Monday's awful news that its NicVAX nicotine conjugate immunotherapeutic failed to meet its primary endpoint in the first ...
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Beyond Dodd-Frank… Frank-Paul Marijuana Legalization Legislation? (MO, RAI, BUD, TAP, PEP)

Posted: June 22, 2011 at 5:20 pm

If Altria Group Inc. (NYSE: MO), Reynolds American Inc. (NYSE: RAI), Anheuser-Busch InBev (NYSE: BUD), and Molson Coors Brewing Company (NYSE: TAP)  should keep an eye on efforts to legalize ...
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