The Reality for Mannkind

Mannkind, the maker of the inhaled insulin product Afrezza, is the 11th best performing biotech stock according to Finviz in the last month, up 62%. That performance is in line with several big ASCO winners such as Oncothyreon, Ignyta and Immunogen. Also on the list is DMD company Sarepta, which has new hope for an […]

The Week Ahead in Earnings

A second busy week of earnings is due out in the space this week. We will see 3 of the 4 remaining large caps report (Gilead, Celgene, Vertex) and a smattering of big pharma reports as well. Given the sell off today, earnings reports could stem the fall, or exacerbate it further with poor results. […]

Revisiting the Bubble Debate

With this week’s moves in the market and with the JP Morgan Healthcare conference finished, I think its time to bring up the debate again about whether or not biotech may be in a bubble. While most are familiar with the outstanding sector performance, lets just put it into context a bit. Since the March […]