Recent Posts

I was wrong about Zogenix! FDA updates guidelines for gene therapy.

Note: I meant to say that sub-1% factor activity is SEVERE hemophilia. Normal is from 50% to 150%. Today I talk again about Zogenix because I was wrong about Study 2 being priced in! Congrats to the ZGNX holders. I also talk about the new FDA guidelines on gene therapy for hemophilia and its implications […]

Trump cracks down on drug pricing! ADMS earnings report positive.

Trump announces plans to reduce drug prices for Americans. I explain why I don’t think it will. https://www.theatlantic.com/politics/archive/2018/05/big-pharma-gets-a-big-win-from-trump/560219/ 2018-Q1 earnings report from ADAMAS. http://ir.adamaspharma.com/news-releases/news-release-details/adamas-reports-first-quarter-2018-financial-results     *None of this is financial advice. This is only opinion and not meant to be taken as suggestions for your own financial activities.*