News and Comments

EXELIXIS: TIME FOR TRANSFORMATION. THE BEST IS YET TO COME

  Wednesday, July 16, 2014

We stayed with Exelixis (EXEL) In spite of the negative articles that made this firm look as if planting seeds in the ocean. Investors acted as if condemning the firm’s efforts, its small molecule drug design technology and its investigational oncology products. We remained fans in spite of the complete paralysis of the stock for a long time. We always believed that all the negatives about this firm measure little compared to its positives. More...

JAZZ PHARMACEUTICALS: WHY INVESTORS EXCITEMENT?

  Monday, July 07, 2014

Jazz Pharmaceuticals’ (JAZZ) surged following the announcement that it has signed a definitive agreement with Sigma-Tau Pharmaceuticals to acquire the rights for the Americas to the drug defibrotide. JAZZ gained $10 on Wednesday July 2 and added another $0.80 on Thursday July 3 after a brief profit taking. The stock ended the week of the 4th of July trading at $162.82, rebounding from a selloff resulting from analysts’ downgrades in the name of stock price correction.     More...


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