The New Baupost Biotech Picks
Matthew Finston - at Seeking Alpha - Mon Dec 15, 8:53AM CST
BIIB: 391.66 (-0.45), FWP: 22.66 (-0.09), MRK: 58.81 (-0.07), AVEO: 0.84 (-0.06), IDIX: 24.50 (+0.05), ATRA: 18.00 (-0.10), THRX: 14.85 (+1.00), TBPH: 18.51 (+0.28), PRTK: 26.95 (+0.65), KIN: 6.79 (-0.21), KERX: 11.63 (-0.60)
Buffett and Billionaire Investors Look to Oil, Health Care and Spinoffs in 2015
at The Street - Mon Dec 15, 8:27AM CST
With 2014 nearly over, the question now becomes which stocks, sectors and strategies billionaire investors will be betting on in 2015. A few predictions.
VIPS: 21.80 (+0.36), ACT: 285.37 (+3.71), F: 16.30 (-0.06), TLM: 7.63 (-0.03), AXP: 78.08 (-2.40), ATLS: 30.17 (+0.27), AET: 96.12 (-0.96), ENR: 138.49 (+3.42), ZTS: 45.46 (-0.33), AGN: 229.49 (+1.87), V: 269.63 (-1.28), GMO: 0.56 (-0.02), RIG: 19.05 (+0.42), EBAY: 56.47 (+1.73), THC: 44.30 (+0.75), BAX: 70.39 (+0.31), CHK: 21.08 (+0.58), AAL: 48.39 (+0.51), GM: 37.62 (-0.40), IDIX: 24.50 (+0.05), MA: 87.14 (-0.38)
Health Care Stocks: A Year in Review and Predictions for 2015
at The Street - Wed Dec 10, 10:38AM CST
In 2014 drugmakers long on cash but short on growth bought quick access to markets that would have otherwise taken years to build. Can this continue?
ZMH: 119.33 (+1.18), ENDP: 84.01 (+1.12), BDX: 143.71 (+0.72), MDT: 75.26 (+0.33), COV: 106.71 (-1.36), ITMN: 73.89 (-0.02), BMY: 60.04 (+0.56), GSK: 47.94 (+1.99), JNJ: 99.62 (+1.18), CBST: 101.94 (+0.14), CFN: 59.81 (+0.01), SHPG: 239.82 (+6.11), AUXL: 36.47 (-0.06), ABBV: 58.05 (+1.00), IDIX: 24.50 (+0.05), SYK: 94.51 (+1.14), NVS: 102.20 (-0.17)
Health care M&A leads global deal surge
By LINDA A. JOHNSON and STEVE ROTHWELL - AP - Sun Nov 23, 3:30PM CST
In a big year for deal making, the health care industry is a standout.
MDT: 75.26 (+0.33), MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Tracking Seth Klarman's Baupost Group Holdings - Q3 2014 Update
John Vincent - at Seeking Alpha - Mon Nov 17, 9:14AM CST
OCN: 9.10 (+0.09), KOS: 9.05 (+0.10), KIN: 6.79 (-0.21), VSAT: 62.71 (+0.53), RFMD: 16.59 (-0.35), EBAY: 56.47 (+1.73), TQNT: 27.55 (-0.77), IDIX: 24.50 (+0.05), SEMI: 22.21 (+1.36), VRTV: 52.58 (-0.82), THRX: 14.85 (+1.00), TBPH: 18.51 (+0.28), IMOS: 23.95 (-0.01), ELOS: 10.16 (+0.07), MU: 31.85 (-0.09), AR: 40.34 (+0.69), NCQ: 0.56 (+0.03), PBF: 30.18 (+0.27), LNG: 74.48 (+0.90), ATRA: 18.00 (-0.10), KERX: 11.63 (-0.60), NG: 3.96 (+0.03), AOI: 1.05 (+0.03), FWP: 22.66 (-0.09), BYD: 14.36 (-0.23), ALDW: 17.45 (-0.06), SUNE: 21.45 (+0.30), MRK: 58.81 (-0.07), AVEO: 0.84 (-0.06), AIG: 53.96 (+1.51)
Akebia Therapeutics Appoints Ronald C. Renaud Jr. to its Board of Directors
Business Wire - Mon Sep 15, 6:15AM CDT
Akebia Therapeutics, Inc. (NASDAQ:AKBA), a biopharmaceutical company focused on the development of novel, proprietary therapeutics based on hypoxia-inducible factor (HIF) biology and the commercialization of these products for patients with kidney disease, today announced that Ronald C. Renaud, Jr., former President, Chief Executive Officer and Director of Idenix Pharmaceuticals, Inc., has been appointed to Akebia's Board of Directors.
AKBA: 9.32 (+0.51), IDIX: 24.50 (+0.05)
'Fast Money' Recap: Next Stop, S&P 2,100?
at The Street - Tue Aug 26, 4:00AM CDT
The trading panel looked at banks and the top buy and sell candidates for right now.
ARWR: 6.77 (+0.21), C: 51.20 (+0.31), BBRY: 10.09 (+0.23), LO: 67.30 (-0.80), XOM: 93.37 (+1.00), BBY: 39.11 (-0.08), IBB: 323.46 (+3.04), THI: 85.92 (-0.26), QEP: 22.59 (+0.90), IDIX: 24.50 (+0.05), XLF: 24.43 (-0.02), KBH: 14.39 (+0.26), X: 26.36 (+1.12), AMZN: 381.83 (+4.66), HD: 111.89 (-0.27), POT: 37.04 (+0.04), ANN: 36.52 (+0.52), AMGN: 153.48 (+0.30), BAC: 16.61 (-0.06), MO: 54.76 (-0.78), XLU: 45.17 (-0.70), HPQ: 38.56 (+0.19), CELG: 115.88 (+0.16), BKW: 35.50 (-1.16), NFLX: 466.10 (+9.37), BIDU: 212.13 (+7.11), GS: 189.00 (-0.78), ISIS: 63.86 (-0.43), ACHN: 10.89 (-0.20), MRK: 58.81 (-0.07), ICPT: 209.12 (+7.12), MCD: 95.65 (+0.56), NVS: 102.20 (-0.17)
Achillion Pharmaceuticals Up On Buyout Rumors
at Investor's Business Daily - Mon Aug 18, 12:52PM CDT
Achillion Pharmaceuticals (ACHN) stock touched an 18-month high for the second straight trading day on Monday, after Deutsche Bank upgraded the biotech startup and boosted price target on positive news about its new hepatitis drug. Achillion stock...
GILD: 101.90 (+1.10), ACHN: 10.89 (-0.20), MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Financial Results, FDA Approvals, Orphan Drug Designations, and Certificates - Research Reports on Idenix, Baxter, Alexion, Alere and Zoetis
PR Newswire - Thu Aug 07, 8:10AM CDT
Today, Analysts Review released its research reports regarding Idenix Pharmaceuticals Inc. (NASDAQ: IDIX), Baxter International Inc. (NYSE: BAX), Alexion Pharmaceuticals, Inc. (NASDAQ: ALXN), Alere Inc. (NYSE: ALR) and Zoetis Inc. (NYSEQ: ZTS). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/5549-100free.
ZTS: 45.46 (-0.33), BAX: 70.39 (+0.31), ALXN: 182.29 (+6.02), IDIX: 24.50 (+0.05), ALR: 43.40 (-0.40)
Merck concludes tender offer to acquire Idenix at a purchase price of USD24.50 per share
M2 - Tue Aug 05, 6:16AM CDT
Healthcare company Merck (NYSE:MRK) reported on Tuesday the completion of the tender offer for all of the outstanding shares of common stock of Idenix Pharmaceuticals (IDIX) at a purchase price of USD24.50 per share.
MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Merck Completes Tender Offer to Acquire Idenix
Business Wire - Tue Aug 05, 5:00AM CDT
Merck (NYSE:MRK), known as MSD outside the United States and Canada, announced the successful completion of the tender offer for all of the outstanding shares of common stock of Idenix Pharmaceuticals, Inc. (NASDAQ:IDIX) at a purchase price of $24.50 per share. As of the tender offer expiration yesterday, 131,693,787 shares of common stock of Idenix were validly tendered and not withdrawn from the tender offer, representing approximately 82.5 percent of the outstanding common stock of Idenix on a fully diluted basis. All of such shares have been accepted for payment in accordance with the terms of the tender offer, and Merck expects to promptly pay for all such shares.
MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Idenix Pharmaceuticals Reports Second Quarter and Six Month 2014 Financial Results
GlobeNewswire - Thu Jul 31, 3:43PM CDT
Idenix Pharmaceuticals, Inc. (Nasdaq:IDIX), a biopharmaceutical company engaged in the discovery and development of drugs for the treatment of human viral diseases, today reported unaudited financial results for the second quarter ended June 30, 2014.
IDIX: 24.50 (+0.05)
Merck, J&J, Baxter Provide Healthy Dividend Stream
at Investor's Business Daily - Wed Jul 30, 6:01PM CDT
Drugmakers aim to help people live healthier lives, but they aren't immune to patent losses. Merck (MRK), which has recently faced a number of patent expirations, on Tuesday reported Q2 sales that slowed for an eighth quarter in a row. But earnings...
JNJ: 99.62 (+1.18), GILD: 101.90 (+1.10), BAX: 70.39 (+0.31), MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Merck, Pfizer Ramping R&D After Q2 Earnings Beat
at Investor's Business Daily - Tue Jul 29, 4:32PM CDT
Big pharmas Merck and Pfizer modestly beat Q2 estimates early Tuesday, and both guided the full year cautiously as they prepare for new drug launches. Merck stock rose 1.1%, but Pfizer stock fell 1.2%. Merck's (MRK) earnings totaled 85 cents a share,...
AZN: 69.96 (+0.20), PFE: 34.64 (-0.23), MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Merck (MRK) Tops Q2 Earnings Expectations on Cost Cuts - Analyst Blog
Arpita Dutt - Zacks Investment Research - Tue Jul 29, 11:30AM CDT
Merck's (MRK) second quarter results were better-than-expected even though the company is facing generic competition for quite a few products.
AGN: 229.49 (+1.87), MRK: 58.81 (-0.07), IDIX: 24.50 (+0.05)
Merck 2Q profit more than doubles
By LINDA A. JOHNSON - AP - Tue Jul 29, 10:45AM CDT
A big one-time gain and a tax benefit helped drugmaker Merck & Co. more than double second-quarter profit, improve its profit forecast and top analysts' expectations.
SHPG: 239.82 (+6.11), AZN: 69.96 (+0.20), MRK: 58.81 (-0.07), ABBV: 58.05 (+1.00), IDIX: 24.50 (+0.05)
Cramer: Every Which Way But Short
at The Street - Thu Jul 24, 7:03AM CDT
In theory, there should be plenty of shorting opportunities.
BIIB: 391.66 (-0.45), FB: 75.74 (-0.49), CMG: 674.89 (+4.60), IDIX: 24.50 (+0.05), MSFT: 43.87 (+0.78), VZ: 49.31 (-0.21), AAPL: 127.08 (+0.62), PBYI: 205.26 (+2.75), Z: 106.50 (+1.75), FXI: 42.98 (+0.27)
Biotechnology Stocks Technical Review -- Research on Medivation, Idenix Pharma, Nanosphere, and Progenics Pharma
PR Newswire - Fri Jul 11, 7:00AM CDT
On Thursday, July 10, 2014, the NASDAQ Composite ended at 4,396.20, down 0.52%, the Dow Jones Industrial Average finished the session at 16,915.07, down 0.42% and the S&P 500 closed at 1,964.68, down 0.41%. During the trading session, eight out of ten sectors finished on a lower note. The S&P 500 Health Care Sector Index ended the day 0.02% lower at 711.88, while the index has gained 9.23% in the previous three months. Investor-Edge has initiated coverage on the following equities: Medivation Inc. (NASDAQ: MDVN), Idenix Pharmaceuticals Inc. (NASDAQ: IDIX), Nanosphere Inc. (NASDAQ: NSPH) and Progenics Pharmaceuticals Inc. (NASDAQ: PGNX). Free technical research on MDVN, IDIX, NSPH and PGNX can be downloaded upon signing up at:
MDVN: 104.71 (+0.67), PGNX: 5.66 (+0.06), IDIX: 24.50 (+0.05), NSPH: 0.25 (unch)
Merck, Gilead Lead Race To Eradicate Hepatitis C
at Investor's Business Daily - Thu Jul 03, 4:08PM CDT
Even if you're not a biotech or pharma investor, you've probably caught an earful of news lately about the virus called hepatitis C. From last December's record-breaking launch of Gilead Sciences' (GILD) wonder drug Sovaldi to the controversies about...
JNJ: 99.62 (+1.18), ESRX: 84.90 (+0.40), VRTX: 113.66 (+4.03), GILD: 101.90 (+1.10), MRK: 58.81 (-0.07), ABBV: 58.05 (+1.00), IDIX: 24.50 (+0.05), BMY: 60.04 (+0.56), ENTA: 33.30 (-0.44)
Dow 30 Stock Roundup: Nike Beats on Q4 Earnings, AT&T to offload AMX Stake to Carlos Slim - Analyst Blog
Swarup Gupta - Zacks Investment Research - Thu Jul 03, 2:32PM CDT
The Dow has had a largely positive week, despite certain headwinds.
AMX: 21.97 (+0.27), GE: 25.15 (+0.26), NKE: 92.04 (+0.04), WMT: 85.81 (-0.08), TSN: 40.70 (-0.09), T: 34.66 (+0.05), JPM: 59.67 (+0.10), HSH: 62.96 (unch), MRK: 58.81 (-0.07), DTV: 87.51 (-0.32), DD: 76.18 (-0.11), IDIX: 24.50 (+0.05), AAPL: 127.08 (+0.62)