From where I sit, it seems to me that the entire landscape of Alzheimer’s disease (AD) has changed, and changed quite significantly. The litany of announcements from pharmaceutical companies big and small revealing the unfortunate news that yet another promising agent for the treatment of AD has failed to meet its objectives in a […]
When we’re trying to fight against an adversary that is as strong and full of tricks as cancer, what we need to do is look for points of vulnerability – Achilles heels. We all remember, of course, that the mother of Achilles dipped him in the River Styx when he was a tiny boy, […]
Putting the name of this imperious disease in the title of my homily places a weighty responsibility on me. Who am I to attempt to put forth relevant information and sensible opinions on this topic, the mere mention of which makes most normal folk distinctly uneasy? But I probably pay more attention to […]
Every now and then a reader sends in a question about one of the stock ideas teased by dividend.com, which is a service that looks for, you guessed it, dividend paying stocks. Their standard “tease” is that they send around some hints about the latest stock they’ve added to one of their “best” lists, but […]
[ed. note: Michael Jorrin, who I dubbed “Doc Gumshoe” years ago, is a longtime medical writer (not a doctor) who writes for us a couple times a month about health issues and trends. He does not typically write about specific investment opportunities, but has agreed to our trading restrictions… as with all of our authors, […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his words and opinions are his own. You can find his bio and his past articles on his Stock Gumshoe page.] “The universe (which others call the Library) is composed of an indefinite and […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics and his words and opinions are his own. You can see all of his past articles and most recent comments at his Stock Gumshoe page.] In June 2016, we advanced ScyNexis […]
Hello, merry Gumshoe-ers! I’m going to be on the road next week to attend two conferences, the Grant’s Interest Rate Observer conference in New York mid-week, and the MIT Sloan Conference on Friday — so I’ll be sharing some notes with you with my thoughts on what I hear at those confabs, with fingers crossed […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. All of his past articles and most recent comments are on his Stock Gumshoe page.] “Peaches come from a can They were put […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. All of his past articles and most recent comments are on his Stock Gumshoe page.] “Elsewhere the sky is the roof of the […]
This is a combo you don’t hear about very often, “founded in the 17th century” and “cancer killing blockbuster” … usually, the little biotechs that newsletters drop hints about are tiny, young, risky, sometimes fly-by-night outfits that are betting it all on a clinical breakthrough. Not this time, apparently. So that’s why my eye was […]
[ed note: Michael Jorrin is longtime medical writer who has been sharing his thoughts with our readers as “Doc Gumshoe” for several years (he’s not a doctor, I gave him the name). He generally covers medical and health news and sometimes health promotions and hype, but he rarely opines about investments or specific stocks. All of his past […]
[Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trade restrictions, chooses his own topics, and his words and opinions are his own. You can see all his past articles and recent comments here.] The State of Things is a classy 1982 Wim Wenders film in which a film […]
[ed. note: Michael Jorrin, who I call “Doc Gumshoe,” writes for us a couple times a month on health and medical issues — he is a longtime medical writer (not a doctor), he chooses his own topics, and his past articles can be found here.] Flub Number One is the puncture of the “female Viagra” […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, he chooses his own topics, and his words and opinions are his own. You can see his biography, previous columns and most recent comments on his Stock Gumshoe page.] “We ran the race, the race […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He choses his own topics, his words and opinions are his own, and he has agreed to our trading restrictions. You can see his Stock Gumshoe page here.] When I was an undergraduate student, I became a good friend of Michael D., […]
Everybody’s got to deviate from the norm. —Rush John Galsworthy wrote that the beginning and endings of human undertakings are untidy. It was never more so than in the early days of HCV, a mere 20 years ago, when a plague first called “non-A non-B hepatitis” began vexing people, progressively scarring their livers and behaving […]
[ed. note: This article originally ran on October 6, 2015. The ad is circulating again and generating questions here at Stock Gumshoe, and it appears unchanged. The article that follows is also unchanged and has not been updated. The stock being teased by Money Morning is essentially unchanged in price from when this article was […]
This is not a heavily hyped stock sent out in lots of ads — I should make that clear up front. But it’s a puzzle, and I like to solve puzzles… so I thought I’d sniff it out for you. The tease was part of a Stansberry letter that seems to have gone just to […]
Alzheimer’s Wrap-Up
[ed note: Michael Jorrin, who I like call “Doc Gumshoe,” is a longtime medical writer who shares his thoughts with us a couple times a month — his articles are non-financial in nature, his words and opinions are his own, and you can see his bio and his past pieces here. Enjoy!] Indulge me while […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his words and opinions are his own. You can see his past articles and biography here.] “Many things you hear in this room are untrue.” (sign posted in Yale-New Haven Medical Center physician cafeteria) […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. You can see all of his past articles here.] “Who wants honey? As long as there’s some money?” —–“Cherub Rock,” Smashing Pumpkins, Siamese Dream (words and […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his words and opinions are his own. You can see his Stock Gumshoe page, with all of his past articles, here. Enjoy!] Welcome all! We’ll forego the food and beverages this time as many […]
[Ed. Note: Dr. KSS writes for the Irregulars about medicine and biotech stocks. He choses his own topics, and his words and opinions are his own. He has agreed to our trading restrictions. Enjoy!] In his smoky baritone, singer Stuart Staples of British midlands musical act Tindersticks is bemoaning how he suspects the woman he […]
Gumshoe BioDimSum II: Corralling the “A” Biotechs Plus a New Long Selection
[Ed. Note: Dr. KSS writes for our Irregulars about medicine and biotech stocks. As always, he has agreed our trading restrictions, and his words and opinions are his own. You can find all of his previous articles here. And now, for some dim sum….] Greetings Irregulars, and welcome to Stock Gumshoe’s festive second BioDimSum shindig, a periodic round-up […]
Cancer Care: Current Directions
[ed note: Michael Jorrin, who I like to call “Doc Gumshoe”, is a longtime medical writer (not a doctor) who shares his thoughts with us from time to time, generally on non-financial topics in health and medicine (as today, though, he mentions a couple publicly traded companies). His words and opinions are his own.] The […]
[ed note: Dr. KSS is a paid contributor to Stock Gumshoe who writes about biotech stocks for (and discusses them with) the Irregulars. He chooses his own topics, and his words and opinions are his alone. Enjoy!] Greetings fellow Irregulars! You’ve all been waiting for it….our first-ever annual ceremony in which we look back on […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. His previous columns can be found here. Enjoy!] Every New Year, a friend and I flew to Boston. She’d gone to medical school […]
[ed note: Michael Jorrin, who we like to call “Doc Gumshoe”, is a longtime medical writer (not a doctor) who writes non-investment articles about medicine and health topics for us once or twice a month. As with all of our guest contributors and columnists, he chooses his own topics and his words are his alone] […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He chooses his own topics, and his words and opinions are his own. He has agreed to our trading restrictions.] If you get infected with CRE in your blood, your lungs, your urine, or your biliary system, what is your chance of […]
Ebola: To Parse, Perchance to Parlay
[Ed. Note: Dr. KSS writes for the Irregulars about medicine and biotech stocks. He chooses his own topics, and his words and opinions are his own.] Careful analysis of Ebola sequences in infected Africans confirms this: the entire present Ebola outbreak emerged as a consequence of one boy in Meliandoua, in eastern Guinea, eating a […]
Biosimilars: What Are They, and Why On Earth Should We Care?
[Michael Jorrin, who we like to call “Doc Gumshoe”, is a medical writer who shares his thoughts with us once or twice a month. He does not usually recommend or discuss investments, and, as with all of our contributors, his words are his own and he chooses his own topics.] To start us off, three […]
The Gain from Pain Mainly Explained: Fire Walk with Me
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. This article is third in a series on pain. You can see the first part here, and second part here. His words and opinions are his own, and he has agreed to our trading restrictions. Enjoy!] It’s the stuff of bucket lists: eating fugu […]
[ed note: Michael Jorrin, a medical writer who we have dubbed “Doc Gumshoe” (he’s not a doctor), shares his thoughts with us once or twice a month — what follows is his latest missive, the words and opinions below are his alone.] I didn’t plan it this way, but the timing of this Doc Gumshoe […]
Hepatitis with a C
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. His words and opinions are his own.] In A History of New York, Washington Irving opens chapter VIII thus: ”In which the author and reader…fall into a very grave and instructive discourse.” This may prove to be a more unleavened column than […]
Hepatitis with a C: Right Now Someone You Know Has It (and Doesn’t Know)
[Ed. Note: Here is the latest contribution from Dr. KSS, who writes for the Irregulars about medicine and biomedical stocks. As always, he has agreed to our trading restrictions and his words and thoughts are his own.] The Belle of the Everglades How To Profit From The Cure First of Two Parts Of the many […]
Just For the Record
[Ed. note: Today we have another article from Jim Skelton, the Blind Squirrel, who is sharing his experiences as a financial advisor with us. He has agreed to our trading restrictions, the opinions he expresses are his own, and we haven’t reviewed, approved or screened his ideas. His previous articles can be seen here.] Hello, fellow […]
I haven’t written about any teasers from Dr. Stephen Leeb lately, but this one caught my eye — he’s got not only a made up term for an investment (the “MCR Plan”), but also a made-up term for how you’ll profit from it (“Income Stacking”). So the great readers of Gumshoedom have asked for answers, […]
This one comes in from Stansberry and Associates, as an ad for Porter Stansberry’s Investment Advisory — if you subscribe, they’ll send you the special report: “Part D Compensation”— Monthly Checks for the Next 9 Years. Now, Stansberry and his folks love to come up with new terms and phrases to describe the investment strategies […]
Comments
Good work! Elfenbein appears to have missed the first cycle move on CTST, but might be close on the entry for the next o...
Merck (MRK) Keytruda/Chemo combo getting a lot of attention at ESMO. https://endpts.com/esmo-roundup-immune-design-roll...
$MRK - breaking Merck snaps up a German immuno-oncology upstart in a $603M bolt-on deal Munich-based Rigontec is d...
$ESPR (of high relevance) $MRK $CETP Merck hits a bloop single in an epic PhIII CETP cardio contest. Now what? (Endpo...
$ESPR $MRK #CETP #CVOT Merck Provides Update on REVEAL Outcomes Study of Anacetrapib Business Wire Business WireJu...
Should bode well for $NTRP Long $NTRP Merck $MRK announced late Tuesday that it is shuttering its EPOCH trial for ...
Dear KSS. Since Merck ($MRK) settled with Bristol Meyer ($BMY) Friday regarding anti-PD-1 antibodies has this set a prec...
$INCY $MRK: Shares of Incyte ($INCY) soared Monday on the heels of news that the company and Merck ($MRK) will condu...
Merck (MRK) with good news. http://www.marketwatch.com/story/merck-beats-profit-expectations-bumps-up-full-year-guida...
I will also clarify that the Merck/ECYT deal was with Merck (MRK), not Merck KGaA (EMD Serono) so they were different co...
$ESPR Red Acre Investments · @redacre http://www.twitlonger.com/show/n_1snl7e3 13th Oct 2015 from TwitLonger Thesis...
Although I have never understood why Merck $MRK received it, the FDA has yanked Breakthrough Therapy Designation for its...
RE:GILD – good news from Barron’s. Long GILD. RBC’s Michael Yee and team think AbbVie’s (ABBV) update on its he...
True, there are always expensive companies, but that's 20X estimated earnings for 2017, 30 months into the future. BMY ...
Just saw this - another entry in the HCV parade: Jackpot for Idenix Shareholders -- Market TalkMonday 06/09/2014 07:41 ...
om and others. Here is the WSJ article. Sorry for the delay. It was sunny in Seattle and you gotta take advantage ...
Companies those working on RNA therapeutics, like Fierce Biotech broke the news that the Swiss giant, Novartis (NVS) was...
In regards to OPK; Opko Health (OPK), is expecting to announce top-line results from its Phase III trial for rola...