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This morning shares of Opko Health (OPK) fell hard in pre-market trading. The company received an FDA notice that it will not receive approval for its drug, Rayaldee.  What’s important here is that the denial was not directly related to Opko, but to the company that will manufacture the drug. … Read More

This morning shares of Opko Health (OPK) fell hard in pre-market trading. The company received an FDA notice that it will not receive approval for its drug, Rayaldee.  What’s important here is that the denial was not directly related to Opko, but to the company that will manufacture the drug. … Read More

We think the market is wrong about Opko Health (OPK). It’s acquisitions have already delivered profits and operating capital, buying it now could be an excellent long-term play. We are also looking to add this company to our EBIS list in the not too distant future.Opko’s strategy of consolidating its recent acquisitions resulted… Read More

We think the market is wrong about Opko Health (OPK). It’s acquisitions have already delivered profits and operating capital, buying it now could be an excellent long-term play. We are also looking to add this company to our EBIS list in the not too distant future.Opko’s strategy of consolidating its recent acquisitions resulted… Read More

Special Situations Portfolio Update – Argos TherapeuticsFor those of you participating in our current cancer treatment play (“One Little Shot to Kill Cancer Dead“), tomorrow is an important day. One of the three stocks we recommend in that bundle – Argos Therapeutics (ARGS) – is releasing its fourth quarter… Read More

The cloud megatrend is a significant positive force for Arista Networks (ANET), a pure-play high-speed datacenter switch vendor with a focus on software. Founded in 2004, the company shipped its first product in 2008. Since then, it has become a major disruptor in the switching market. I am adding Arista… Read More

Virtual reality (VR) is on its way to becoming an important new computing platform. While still in its early stages, VR is expected to start gaining real traction this year. VR represents an entirely new tech ecosystem. Using a VR headset, it’s an immersive experience for users providing “presence” in… Read More

In this issue: The Big Picture: Is Biotech Dead Money? In Depth: New EBIS Pick:  Whitewave Foods (WWAV) – Food. Science. Momentum. Special Situation Trading Portfolio: Biotech ETF Short Term Trade Details Long Term Holding EBIS Portfolio:  VIVO News, Breakout – Updated Buy Range News and Analysis: Biosimilars:  Behind the… Read More