Archive

Filter

This morning Ekso Bionics Holdings (EKSO) announced it will raise $15 million via a secondary offering of 3,750,000 million shares of common stock at a price of $4.00 per share. This announcement was accompanied by confirmation that the company’s stock has been approved for listing on the Nasdaq Capital… Read More

I am increasing the Buy limit on Opko Health (OPK), a diversified health care company focused on renal diseases and precise laboratory testing, from to $11 to $12 as the company beat its quarterly earnings expectation and gave upbeat guidance on its August 8 earnings release.  I am leaving the… Read More

[from the 8/8/2016 issue of Breakthrough Tech Weekly]FireEye (NSDQ: FEYE) tumbled after reporting another difficult quarter, which seems to be a recurring theme for the company. Second quarter revenue came in at $175 million, up 18.9% year-over-year but still well below the expected $181 million. Billings also came up short… Read More

FireEye (NSDQ: FEYE) tumbled after reporting another difficult quarter, which seems to be a recurring theme for the company.Second quarter revenue came in at $175 million, up 18.9% year-over-year but still well below the expected $181 million. Billings also came up short at $196.4 million compared to expectations of about… Read More

The health care sector is about to get bumpy with some stocks flourishing while others fall on hard times.  Just in the past week we saw a totally different set of reactions to earnings reports as shares of Cerus Corp. (Nasdaq: CERS) sidestepped bad news and rallied while Emergent BioSolutions… Read More

It was just five weeks ago that the two stocks highlighted in my June 17th article, “Top Tech Takeover Targets”, Applied Optoelectronics (AAOI) and Synaptics (SYNA), popped in value thanks to unexpected good news. In the case of Applied Optoelectronics, that news was in the form of an endorsement… Read More

Although it was only two months ago that I identified Synpatics (SYNA) as one of my two “Top Tech Takeover Targets”, recently released insider trading activity by the company’s officers suggest they don’t have much confidence in the company’s future. Over the past six months, every one of the… Read More

I am recommending the sale of Novo Nordisk NYSE: (NVO) and Emergent BioSolutions (NYSE: EBS).  Both companies failed to meet expectations and are likely to run into further headwinds as the biotech and healthcare dynamic changes gears and price cutting pressure in the U.S. starts to gather steam.Emergent BioSolutions Inc. Read More

As we reported in our Alert last week, shares of Argos Therapeutics took a hit after the company announced terms of an upcoming secondary stock offering that took the market by surprise. The company is raising another $50 million with this offering, in addition to the $60 raised from… Read More

Second quarter earnings season has gotten well underway for our portfolio holdings and, so far at least, there haven’t been any notable misses. Instead, most of our holdings seem to be either beating estimates or have enough other good news to offset any earnings dips.Xilinx (NSDQ: XLNX), our play on… Read More