Company Overview and News
Further strategic action is likely and the story remains one for readers to follow closely (and potentially participate in upside).
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 05/15/2018. Please visit our Tracking John Paulson's Paulson & Co. Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q4 2017.
Much of the recent commentary on Synergy has rightfully focused on management - issues, execution, credibility, and most importantly, compensation.
This small-cap’s main asset is tenapanor, a drug in the midst of trials for several gastrointestinal and renal indications.
2018 Q 1 Sales of Trulance missed analyst expectations, while Allergan reported an 8% increase in Linzess for the previous quarter.
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There are 62.43 shares shorted and we noticed yet another increase from the previous period. Expect a heavy attack to the downside followed by a significant recovery.
Synergy Pharmaceuticals has lost its last bit of credibility with investors following soft first quarter revenue numbers.
The company reported a lower-than-expected net loss, but missed on revenues, thanks to slow growth in sales of constipation drug Trulance; shares took a beating in after-hours trading.
Shares have lost three quarters of their value in the past three years and are in the red by 40% year to date.
Dynavax has made solid progress in its efforts to bring Heplisav-B to market; this effort is bolstered by a strong financial position and value-additive pipeline.
Greetings, and welcome to Synergy Pharmaceuticals First Quarter 2018 Webcast and Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions]. As a reminder, this conference is being recorded.
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The following slide deck was published by Synergy Pharmaceuticals, Inc. in conjunction with their 2018 Q1 earnings call.
16h - Asif
Overview Heron is a commercial-stage biotechnology company focused on improving the lives of patients by developing best-in-class treatments that address some of the most important unmet patient needs. Heron Therapeutics is developing novel, patient-focused solutions that apply its innovative science and technologies to already approved pharmacological agents for patients suffering from cancer or pain. On August 9, 2016, its first commercial product, SUSTOL, was approved by the FDA. The company developed SUSTOL for the prevention of chemotherapy-induced nausea and vomiting (“CINV”). SUSTOL is indicated, in combination with other antiemetics, in adults for the prevention of acute and delayed nausea and vomiting associated with initial and repeat courses of moderately emetogenic chemotherapy (“MEC”) or anthracycline and cyclophosphamide (“AC”) combination chemotherapy regimens. The company commenced commercial sales of SUSTOL in the U.S. in October 2016. On November 9, 2017...
17h - Asif
Overview The company's mission is to deliver high-speed coherent optical interconnect products that transform communications networks, relied upon by cloud infrastructure operators and content and communication service providers, through improvements in performance and capacity and reductions in associated costs. By converting optical interconnect technology to a silicon-based technology, a process the company refer to as the siliconization of optical interconnect, the company believe Acacia Communications is leading a disruption that is analogous to the computing industry’s integration of multiple functions into a microprocessor. The company's products include a family of low-power coherent digital signal processor application-specific integrated circuits, or DSP ASICs, and silicon photonic integrated circuits, or silicon PICs, which Acacia Communications has integrated into families of optical interconnect modules with transmission speeds ranging from 100 to 400 gigabits per ...
2018-05-21 - Asif
Overview Anthera Pharmaceuticals, Inc. is a biopharmaceutical company focused on advancing the development and commercialization of innovative medicines that benefit patients with unmet medical needs. The company currently have two compounds in development, Sollpura and blisibimod. The company licensed Sollpura from Eli Lilly & Co (“Eli Lilly”) in July 2014. Sollpura is a novel non-porcine investigational Pancreatic Enzyme Replacement Therapy (“PERT”) intended for the treatment of patients with Exocrine Pancreatic Insufficiency (“EPI”), often seen in patients with cystic fibrosis and other conditions. The company licensed blisibimod from Amgen, Inc. (“Amgen”) in December 2007. Blisibimod targets B-cell activating factor, or BAFF, which has been shown to be elevated in a variety of B-cell mediated autoimmune diseases, including Immunoglobulin A nephropathy, or IgA nephropathy. Sollpura The exocrine pancreas is responsible for synthesis and secretion of digestive en...
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