Nov 4, 2014 by Brian Orelli, PhDExelixis' Cometriq Makes a ComebackExelixis reports third quarter earnings, but it's the data testing Cometriq in lung cancer that's caused the stock pop.
Nov 3, 2014 by Brian Orelli, PhDMannKind Corporation Earnings: Waiting to InhaleEarnings aren't nearly as important as MannKind's cash in the bank.
Nov 3, 2014 by Brian Orelli, PhD3 Things to Diagnose When Genomic Health, Inc. Reports Third-Quarter EarningsInvestors need to watch growth in DCIS, international sales, and the always-present issue of reimbursement.
Nov 3, 2014 by Brian Orelli, PhDArena Pharmaceuticals, Inc. Earnings: Looking for MoreA prescription growth rate of 30% sounds good, but Belviq has such low sales, it's hard to get too excited yet. If phase 3 trials pan out, long-term growth will likely come from use as a smoking cessation drug and as a combination product for obesity.
Oct 30, 2014 by Brian Orelli, PhDSeattle Genetics, Inc. Posts Record Adcetris SalesA solid quarter for the biotech allowed it to raise guidance for the year.
Oct 28, 2014 by Brian Orelli, PhDVertex Pharmaceuticals Incorporated Plays the Earnings Waiting GameYear-over-year growth of 25% is impressive but pales in comparison with Vertex's potential.
Oct 26, 2014 by Brian Orelli, PhDHow Gilead Sciences Inc. Isn't Gouging Hepatitis C Patients, in 1 Simple InfographicGilead Sciences' Harvoni is actually cheaper than other treatments.
Oct 26, 2014 by Brian Orelli, PhD3 Reasons Your Marijuana Stocks Could Get SmokedInvesting in marijuana stocks is dangerous.
Oct 24, 2014 by Brian Orelli, PhDIDEXX Laboratories, Inc. Is As Fit As a Butcher's DogA strong third quarter helped the animal testing company raise 2014 guidance.
Oct 24, 2014 by Brian Orelli, PhDImmunoGen, Inc. Pushes ForwardWith just $4.2 million in royalties from Roche's Kadcyla, investors need to be focused on ImmunoGen's internal pipeline.
Oct 23, 2014 by Brian Orelli, PhDBioMarin Pharmaceutical Inc. Earnings: Striving to Be a Blockbuster CompanyA solid third quarter puts BioMarin on target for more than $700 million in revenue this year, within striking distance of $1 billion in annual revenue.
Oct 23, 2014 by Brian Orelli, PhDRevlimid: Celgene Corporation's Gift That Keeps on GivingNearly nine years after FDA approval, Revlimid is still growing at 19%; other Celgene drugs aren't as prolific.
Oct 22, 2014 by Brian Orelli, PhDBiogen Idec inc Earnings Were Great. Here's Why the Stock Tumbled AnywayInstead of Tysabri, it's Tecfidera this time.
Oct 22, 2014 by Brian Orelli, PhDNatus Medical Inc. Hears Higher Margins CallingRevenue growth was only 5% but improving margins helped increase non-GAAP net income by 16.5%.
Oct 22, 2014 by Brian Orelli, PhDCelgene Corporation's Earnings Preview: Pay Attention to New KidsRevlimid might be the flagship, but growth will come from the newer drugs.
Oct 21, 2014 by Brian Orelli, PhDIntuitive Surgical Inc.'s Margins Go Under the KnifeGross margin slips 200 basis points quarter over quarter, though mostly from temporary issues.
Oct 21, 2014 by Brian Orelli, PhDMannKind Corporation's Investors Shouldn't Dance Around This IssueIt's not a good sign that MannKind's competitor can't IPO.
Oct 20, 2014 by Brian Orelli, PhD3 Ways Intuitive Surgical Inc. Can Slice Up a Solid Third QuarterInvestors should keep an eye on procedure volume, which procedures are being performed, and adoption of the new Xi system.
Oct 16, 2014 by Brian Orelli, PhDAbbVie Inc to Shire: It's Not You, It's My CountryAbbVie's board recommends that the company not purchase Shire.
Oct 15, 2014 by Brian Orelli, PhDJohnson & Johnson and Bristol-Myers Squibb’s New Collaboration Just the Tip of the IcebergBristol-Myers Squibb's Opdivo and Merck's Keytruda are sought after drugs for combination cancer treatments.