Or perhaps a better title would have been, “Pruning during a forest fire.” As the markets go through wild swings (no, that’s not right — swings move both ways — I mean “wild drops”), I feel as I often do at times like these: That I wish I had more cash to invest. I’d never […]
Articles
Keith Schaefer is teasing potential subscribers to his Oil & Gas Investments Bulletin, a relatively new newsletter, about a shale oil play that he calls the “stealth trade of the year.” Sounds exciting, right? I thought it was interesting, and after doing some initial research earlier in the week one of the companies I found […]
I’ve been interested in picking up little, speculative oil exploration companies lately — small investments with potential huge upside over many years if their large land holdings and/or large potential reserves amount to anything close to the “best case scenario.” One of those is the company that I wrote about in the Friday File a […]
This week, with oil prices again going crazy on Libya and with a continued interest in natural gas among investors, I thought I’d share a few thoughts on two energy stocks I’ve just purchased — one addition to an existing position, which I continue to really like as a “sleeper” gas and oil stock, and […]
This article was originally published in February, it has been “lightly updated” in honor of the teaser ad’s resurgence in my email box. This teaser ad looks like it’s the launch of a new service from Christian DeHaemer, who has blessed us with a great many “Indiana Jones” teasers over the years, talking about the […]
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$AKBA Long Akebia recent selloff not based on fundamentals, says H.C. Wainwright H.C. Wainwright analyst Ed Arce no...
Great coverage from you this am admdr5. $AKBA remains as close to a sure thing as one gets in biotech. It and Fibrogen w...
$TEVA np - seeking partners to fund some drug development- Reuters https://twitter.com/odibro/status/8977676779173765...
$AKAB. Long Akebia Therapeutics announces the EPO has revoked FibroGen's (FGEN) HIF-related patent in Europe and anno...
Hi lev: This is another situation where two companies are in a race and vying for the same space: here it's Cambridge-ba...
Puts $AKBA ahead by a nose vs FibroGen. Long $AKBA. Company pretty gapingly undervalued here....
In the Akebia vs FibroGen faceoff, I've always backed Akebia, as per our 2014 column. Better agent, better science. (I s...
Hi Zimmy: I'm pretty strongly confident in the abilities of the drugs of both Fibrogen and Akebia to really wring out th...
Dr. KSS MD PhD, author of this article, says: October 2, 2015 at 10:43 am http://www.stockgumshoe.com/2015/09/the-tao-of...
glenn newberry says: August 28, 2015 at 5:08 pm http://www.stockgumshoe.com/2015/08/cellceutix-23-minutes-with-leo-ehrli...
ans_chandra says: May 20, 2015 at 8:26 pmhttp://www.stockgumshoe.com/2015/05/cisco-chang-charlie/comment-page-3/#commen...
Fibrogen - February 16, 2015 at 3:41 pm http://www.stockgumshoe.com/2015/02/saving-jack-kerouac/comment-page-4/#comment-...
Fibrogen: http://www.stockgumshoe.com/2014/06/microblog-is-this-red-hot-new-blood-stock-any-bloody-good-as-an-investmen...
Dr. KSS, MD PhD says: January 5, 2015 at 5:49 pm http://www.stockgumshoe.com/2014/12/the-finale-is-grand-the-gain-from-...
$FGEN- FibroGen Announces Publication of Phase 2 Study Results Supporting the Potential of FG-3019 to Treat Patients Wit...
AGEN, AKBA, PIRS, FLKS: Extracted from: http://www.thelifesciencesreport.com/pub/na/panelists-select-19-companies-for-t...
Hi Dan: no real catalyst so much as chatter about how undervalued it is, that investors are starting to notice it's been...
It appears that Akebia (AKBA) came out on top of this patent ruling with main competitor Fibrogen (FGEN) today. Long AKB...
UBS reiterates buy rating today on $AKBA, with 12 mo PT in line with mine of $16....this is premised on a 40 percent cha...
Long case for Receptos Dr. KSS, MD PhD, author of this article, says: February 2, 2015 at 6...
Re: $FGEN Have we discussed Fibrogen here before? If yes then please point me to the comment(s). I couldn't find it in ...
Since this article was about GILD and there was mention of Simtuzumab, I'm going to take this chance and ask a few quest...
Since the time of last year's column on $AKBA, it has overcome the main objection, which was that then it was too expens...
Thanks Om. Good to know. FibroGen, which recently went public and has a competing agent, was up 20-odd percent today. I ...
From RBC this Am. No position just sharing. Eyedoc just heard on Squawk that sanofi was looking at Petmed takeover. I b...
JP...thanks. So obviously a volcano is going to pop here. Probably +phase 2 data for their HIF drug. I may have to get i...
After reading Dr KSS's comments on Fibrogen ($FGEN) in the article that he references above, I'm seriously thinking abou...
Hi: ironically, just a little while ago, I was speaking with someone who tells me that FibroGen has just been socked wit...
Thanks Vivian. I have a healthy respect for the company and will be watching/following. If phase 2 succeeds and they iss...