The Comparables

During the past year or so, biotech experienced an unprecedented number of companies going public. Over that period, we have added two such names to our portfolio – PCRX (2012) and FPRX (2014). A handful of these stocks have achieved remarkable valuations…

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Isis Update (12-9-2014)

Special ASH Update for ISIS ISIS Factor XI Data Published in NEJM, 2nd Time in One Week:  Isis has been an unexpected star at ASH as they have released the final Phase II data for ISIS-FXI at ASH and were also published in the New England Medical Journal.  The data showed a significant reduction (seven-fold[…]

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