• Align Research’s Top 10 Conviction Picks for 2018

    December 26, 2017 | Posted by

    Well, it’s that time of year again where we look ahead to the new calendar year and place our “cooking” and conviction picks at Align on show for 2018. Last year’s picks are HERE and we are pleased to relay we had some real winners. ZIOC was the stand out performer – rising from 6.5p […]

  • US Generic pharma plays – Teva, Endo & Valeant – an abject lesson in capitulation

    November 2, 2017 | Posted by

    By Richard Jennings Everybody dreams of buying a stock at the low and selling at the high. When looking at a historic chart this always seems so simple in hindsight. Reality is somewhat different. Indeed, many stock commentators will tell you that it is foolish to try and pick a bottom (“brown fingers and all […]

  • Endo Pharmaceuticals Flash Buy Call @ $5.88c – Fundamental value disconnect

    October 28, 2017 | Posted by

    By Richard Jennings Another one of what we view as an asymmetric risk/reward opportunity has presented itself in the form of Irish and US based generic pharma play Endo Pharmaceuticals. It is fair to say that in recent weeks shareholders in this company and indeed the wider US pharma arena have experienced a world of […]