Apr 4, 2014 by Declan FallonThe Battle of the Cruise LinersA beaten-up sector has found it hard to garner positive publicity, but should you be using this as an opportunity to buy value?
Mar 28, 2014 by Declan FallonDoes This Stock Warrant a $9 Billion Market Cap?Incyte Pharmaceuticals has jumped 170% over the past year, but while it enjoys good growth in its one and only drug, Jakafi, investors are looking for more.
Dec 9, 2013 by Declan FallonTreating Parkinson's Disease PsychosisACADIA Pharmaceuticals is the only company developing a drug to treat psychosis associated with Parkinson's disease, a symptom that affects 60% of sufferers and indirectly impacts caregivers and victims' families.
Nov 29, 2013 by Declan FallonIs There More to Isis Pharmaceuticals Than Kynamro?The year started with a bang for Isis Pharmaceuticals with the first antisense treatment approved by the FDA in nearly 15 years. But since then, things have gone quiet -- but its stock is still climbing -- are investors right to buy?
Nov 22, 2013 by Declan FallonOpportunities in Lung Cancer TherapiesThe market for lung cancer therapies is expected to reach $7 billion in 2019, but the successful treatment of lung cancer involves a complex relationship of genetic relationships. What companies are leading the charge to decode these relationships?
Nov 9, 2013 by Declan FallonIs This Cubist's Biggest Opportunity?The war on microbes has an important ally. Cubist Pharmaceuticals (Nasdaq: CBST) has a $1 billion antibiotic franchise and is getting ready to launch another. It also has partnerships with big pharmas AstraZeneca (NYSE: AZN) and Novartis (NYSE: NVS).
Oct 15, 2013 by Declan FallonThe Fight for the Hypercholesterolemia MarketThree companies are fighting it out for the homozygous familial hypercholesterolemia market, while one is aiming at the heterozygous familial hypercholesterolemia. As a rare disease, the payoff can be high, so who will win the race for the largest market share?
Oct 7, 2013 by Declan FallonArray BioPharma Needs a Partner to Take It to the Next LevelArray BioPharma is aiming to break in to the highly lucrative asthma market with its development treatment, ARRY-502. The only problem is it hasn't secured a partner to help develop the treatment into a commercial drug.
Sep 27, 2013 by Declan FallonA Reshuffle in a $27 Billion MarketGlaxoSmithKline's Advair controls the largest portion of the asthma and COPD market, but it will soon find itself facing competition from another products, including one from its own stable. How will things shape out for this $27 billion market in the next couple of years?
Sep 20, 2013 by Declan FallonInvesting in Counteracting Biological and Chemical AgentsBiological and chemical agents are a lethal scourge of war, but Emergent Biosciences is developing countermeasures to a wide range of such agents.
Sep 12, 2013 by Declan FallonThe Neulasta QuestionAmgen will lose its patent for Neulasta in 2015, opening up the $4 billion in sales revenue to a rival generic. As the second-highest-earning drug for Amgen, will the company be able to make up the inevitable losses a generic rival will bring?
Sep 11, 2013 by Declan FallonNext Leaders in Technology and Health CareHealth care and technology stocks are leading the earnings parade. Read about three stocks to lead the charge.
Sep 10, 2013 by Declan FallonTackling Pain and AddictionAlkermes offers more than schizophrenia and MS treatments: Its research into addiction and pain management could be a more important source of revenue in the years ahead.
Sep 9, 2013 by Declan FallonThe Treatment of Rare Diseases Offers Unique OpportunitiesA company generating more than $1 billion in sales from treating diseases with a prevalence of just a few thousand Americans? Yes - it's possible, and $1 billion may just be the start of it.
Aug 29, 2013 by Declan FallonHow to Build Wealth From Farming Slow economies are often a boon to the farming industry. Fertilizer manufacturers are well placed to take advantage, but they are not the only stocks to benefit.