Expert Financial Analysis and Reporting

What is the CVR Worth? I wanted to address some additional points in regard to the proposed acquisition of Trius (TSRX) by Cubist (CBST). In my earlier note of July 31, I had not yet analyzed the terms of the CVR which are that Trius shareholders will receive $1.00 for each share that they tender […]

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 […]

Investment Overview We hear constantly from the media about problems with bacterial resistance to antibiotics. I think that this is an indication that we have reached the point at which society will collectively decide to declare a war on resistant bacteria that could provide the same impetus to the development of anti-microbial drugs that the […]

One Approach for Investing in Emerging Biotechnology Stocks I write on biotechnology and pharmaceutical companies of all sizes, but I have spent much of the last year focusing on small biotechnology companies ranging in size from as low as $50 million in market capialization.to about $400 million. There is much less analyst and investor attention […]