Watchlist

Watchlist
Akorn, Inc. (AKRX)
FDA issues guidance on development of generic abuse-deterrent opioids
In a statement , FDA Commissioner Scott Gottlieb, M.D. says the agency is taking steps to help drug makers develop approvable generic opioid medications that incorporate abuse-deterrent characteristics. More news on: Teva Pharmaceutical Industries Limited, Dr. Reddy's Laboratories Limited…
Top Merger Stocks Held By Fund Managers, Mid-Q4 2017
Four times a year, I do some of my favorite reading. It's not for everyone, but relaxing on the couch with handfuls of Form 13F filings from the hedge funds that specialize in merger arbitrage does it for me. I note the arb stocks they own, the ones they don't and if they increased or decrease…
Generics up on Mylan sales forecast and potential $3B investment in Teva by noted investor
Positive developments in Mylan N.V. ( MYL +4.5% ) and Teva Pharmaceutical Industries ( TEVA +7.7% ) have apparently stoked buying in the generic drug space. More news on: Mylan Inc, Teva Pharmaceutical Industries Limited, ANI Pharmaceuticals, Inc., Healthcare stocks news, Stocks on the…
Akorn/Fresenius: Risky Arb
In mid-August, I laid out my case for not going long Akorn ( AKRX ) while it waits to be acquired by Fresenius ( FSNUY ) for $34 per share. Since publication, the spread has tightened by 1.75%. However, in the interim, a few negative developments have occurred, including another disaster (an…
Mylan leads generic drug maker selloff on expanded Fed probe into generic drug pricing; shares down 8%
Some generic drug makers are under pressure in apparent response the federal government's decision to expand its investigation into alleged collusion to fix drug prices. More news on: Mylan Inc, Amphastar, ANI Pharmaceuticals, Inc., Healthcare stocks news, Stocks on the move, Read more…
Biotech-led selloff engulfs hospitals and Big Pharma
Healthcare investors are taking it on the chin today. The selloff is widespread, affecting most hospital operators, pharma companies and others. More news on: Community Health Systems, Inc., Tenet Healthcare Corporation, LifePoint Hospitals, Inc., Healthcare stocks news, Stocks on the move…
Mylan: Time To Sell?
Since 2016, Mylan ( MYL ) has been in the news for all the wrong reasons. Mired in controversies of all types, be it for price colluding, misclassification for reimbursement, and patent infringement, there seems to be no end to the company's woes And then to add to the misery, we have the un…
Why I'm Not Arbing The Fresenius / Akorn Deal
Over the last several days, shares of generic pharma company Akorn ( AKRX ) have started to experience unexplained weakness, with the fall further catalyzed when a sell-side analyst released a report questioning whether acquirer Fresenius Kabi might abandon the deal passed on the company&#x2…
Akorn's weak results may push Fresenius for lower deal price - RBC
Akorn ( AKRX -1.7% ) continues its slide , down 4% since Wednesday. RBC says the company's tepid fundamental performance, Q2 sales were down 29% and EPS down 96%, will motivate Fresenius Kabi to lower its $34/share buyout bid. More news on: Akorn, Inc., Healthcare stocks n…
Tracking John Paulson's Paulson & Company Portfolio - Q2 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to John Paulsons US stock portfolio on a quarterly basis. It is based on Paulsons regulatory 13F Form filed on 08/14/2017. Please visit our Tracking John Paulsons Paulson & C…
Perrigo Q2 beat lifts generics
Battered and bruised investors in (most)generic drug makers are getting a welcome reprieve this morning after Perrigo ( PRGO +18.9% ) posted better-than-expected Q2 results and raised its outlook for non-GAAP EPS. More news on: Perrigo Company, Valeant Pharmaceuticals International…
Akorn, Inc. (AKRX)