Archive for July, 2013
Trius Therapeutics to be Acquired by Cubist (TSRX: $13.66)
Implications for Trius Shareholders Cubist Pharmaceuticals (CBST) and Trius Therapeutics, Inc. (TSRX) announced that they have signed a definitive agreement under which Cubist will acquire all outstanding shares of Trius for $13.50 per share in cash. In addition, Trius shareholders will receive a Contingent Value Right that entitles Trius shareholders to receive up to $2.00 […]
InSite Vision: DOUBle Trial Results are Disappointing-What Comes Next? (INSV.OB, $0.33)
Summary and Investment Thesis InSite Vision (INSV.OB) just reported that topline results for AzaSite Plus and DexaSite in the DOUBle trial were disappointing and failed to meet the primary endpoint of that trial. Clinical trials can fail because the drug(s) is ineffective, but they can also fail because of trial design and there are good […]
Agenus: Key Clinical Events are Imminent (AGEN, $3.91)
Key Value Drivers for Agenus Through 2015 I am initiating coverage of Agenus with a Buy. This basic report goes into detail on its two core technology platforms: (1) the heat shock protein technology that is the basis of therapeutic and preventive vaccines for cancer and infectious disease, and (2) the QS-21 Stimulon adjuvant that […]