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1.  Summary of Analyst day 
I was at today's analyst day -- held at the Grand Hyatt in NYC. Very well attended, probably over 50 people in the room. They gave everyone a fairly nice binder of material, and had about 8...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Columbia Laboratories (CBRX)
  deepanalyst1   28-Jan-10 06:54 pm
 
2.  Huge news for AMAG 
In today's NEJM, a study was published showing the benefits of iron in patients with heart failure. http://content.nejm.org/cgi/content/full/NEJMoa0908355?query=TOC Interestingly, they...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   17-Nov-09 09:42 am
 
3.  BP did not sell all his stock! 
According to their latest proxy, BP only sold half of his shares: http://www.hoovers.com/free/co/secdoc.xhtml?ID=12524&ipage=6529054 I agree that this is not ideal, but it's...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   14-Nov-09 09:35 am
 
4.  Re: Brian Dumps on Shareholders: Contact IR 
"If they were to soon be sold, there are acceleration clause in his options grants that would allow him to exercise at the premium buyout price PLUS there is a change...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   14-Nov-09 12:07 am
 
5.  Good news from today&&39;s Baird presentation 
You can go to the AMAG website and listen to their CEO Brian Perreira present at today's Baird conference. Highlights are: * Medicare reimbursement secured in all 50 states * Tier 1 and Tier 2...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   9-Sep-09 12:58 pm
 
6.  Mid-day rocket on heavy volume 
Wow -- this is taking off on no public news. Any clue what's going on?
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Inspire Pharmaceuticals, Inc.
  deepanalyst1   18-Aug-09 01:49 pm
 
7.  Re: What is a Greater Than $1B Market Worth? 
I agree. We just have to be patient to let this unfold. One thing that I think we've seen this year is that it often takes the Street a few months for rationality to kick in. Look at ACAD and CHTP. They...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   17-Aug-09 04:09 pm
 
8.  Re: Hello AMGEN? 
Right on the money. AMGN is the perfect fit. Genzyme is faltering too and would do well to buy out AMAG. A product with this kind of billion plus sales potential Even at 2-3X the current market...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   14-Aug-09 05:30 pm
 
9.  Re: Watson&&39;s Ferrlecit 
Good post. I totally agree. The generic concern has been way overblown. These iron preparations are quite variable chemically; there's no way that the FDA...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   14-Aug-09 05:20 pm
 
10.  Re: Great Article 
At the Canaccord Adams talk, BP did talk about the VE-MRI piece quite a bit more than in the past. However, neither he nor any analyst has put a number to how big this market is. I wonder why...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   13-Aug-09 04:28 pm
 
11.  Re: RW Baird...New Analysis Today Pt 1 
Play_tow,I agree with you 100%. It doesn't really make sense.What I want to do is get these analysts to justify their sales ramp predictions. I thought that the SA...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   13-Aug-09 04:26 pm
 
12.  today a huge AMAG trade was made 
Today a trade was made: 221,800 shares were traded at around 11:30 am. I've never seen such a big block of AMAG shares trade hands. Over 1...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   12-Aug-09 03:31 pm
 
13.  Re: Great Article 
The piece that the author didn't discuss was the incentive that DaVita has to use Feraheme very quickly. Buying Venofer helps competitor Fresenius. This should be a near-term revenue driver...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   10-Aug-09 09:30 am
 
14.  Re: Nephrologists Indicate High Interest in AMAG Pharmaceuticals&&39; Newly Approved Feraheme 
Also, if there were a good way to track Venofer / Ferrlecit sales, we could infer how well Feraheme was doing .
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   6-Aug-09 12:23 am
 
15.  Re: The Street: The Real Story on AMAG 
What was the general category of news?
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   5-Aug-09 11:17 pm
 
16.  Re: CEO sells stock? 
Yes, this appears to be an automatic sale (though I don't think this was noted on Form 4). 5000 options were exercised and the shares were...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   5-Aug-09 11:16 pm
 
17.  Re: Nephrologists Indicate High Interest in AMAG Pharmaceuticals&&39; Newly Approved Feraheme 
Great article, thanks.Seems like BioTrends is a good source to track Feraheme's sales. But presumably you have to subscribe to find out the data.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   5-Aug-09 12:44 am
 
18.  Re: Great Article 
It'd be great if someone had actual numbers for this market, similar to how the author did for the CKD section. He did note that there are 10 million gadolinium scans each year...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   5-Aug-09 12:41 am
 
19.  Re: Great Article 
It is a great article.I'd love to know more about the VE-MRI market size. The author of this article didn't speculate and gave it zero value. Anybody know?
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   4-Aug-09 04:32 pm
 
20.  Re: 3,000 Sept. calls and puts bought at 50 and 40 
Wow -- interesting. Good find. No obvious catalyst is on the horizon, wonder if someone knows someth ing?
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AMAG Pharmaceuticals, Inc.
  deepanalyst1   4-Aug-09 04:31 pm
 

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