Cross Current Research LLC
Main Navigation
Home Page
About Us
Research
Biotech/Pharma Research
Experience, Insight, We Provide Human Capital
December 11, 2012
ASH Part 2: New Treatments for CLL
December 11, 2012
ASH Part 1: The Evolving Landscape of Myeloma Treatments
December 10, 2012
CLDX: Statistically Significant Overall Survival An Upside Surprise
December 4, 2012
GSK: The Pipeline Story
November 14, 2012
The Three-Dimensional Evolution of HCV Therapy
November 12, 2012
MDVN: Astellas' Xtandi Guidance Could be Ambitious
November 9, 2012
NOVOB.DC/SAN.FP: The Winner Is...Lantus
November 9, 2012
NVS: Not Every Innovative New Drug Will Be A Commercial Success Like Gleevec
November 2, 2012
CLDX: San Antonio Breast Cancer Symposium Could Confirm CDX-011 as A Promising Drug
November 2, 2012
INCY: Doctors Are Finally Becoming Price-Sensitive
November 1, 2012
GSK: The Art of Glass Half-Full
October 31, 2012
BAYN.GR: Xarelto Reaches an Inflection Point
October 31, 2012
ARRY: The Profile of ARRY-520 Could Come into Focus at ASH
October 31, 2012
NOVOB.DC: The Cardiovascular Risks of Tresiba- It's Not About Approvability, But Marketability
October 30, 20112
UCB.BB: 2012 A Year of New Product Growth, 2013 A Year of R&D Catalysts
October 26, 2012
MRK: Merck is Having a Disaster- Free Year, Which is a Rarity Among US Pharma
October 26, 2012
AZN.LN: Can Salvage Therapy Save AstraZeneca?
October 25, 2012
NOVOB.DC/SAN.FP: A Change in Dynamics
October 25, 2012
CELG: Will Abraxane, Pomalidomide and Apremilast Take Up the SLack from Revlimid?
October 25, 2012
BMY: Struggling to Prevent Stalled Momentum from Turning into Negative Momentum
October 24, 2012
LLY: Stratify the Risks in Lilly's Late State Pipeline
October 24, 2012
UTHR: The Lonely Life of a One-Trick Pony
October 24, 2012
GILD: What if The Hep C Market Is A Fraction of Expectations?
October 19, 2012
NOVOB.DC: CHMP Recommendation and Japanese Approval of Tresiba Should Alleviate Anxiety over FDA Panel
October 16, 2012
LLY: Ramucirumab's Success in Gastric Cancer Could be Harbinger of a Very Big Drug
October 15, 2012
"Beyond the Earnings" Preview
October 9, 2012
LLY: The Premature Optimism Over Solanezumab
October 5, 2012
EASD Part 2: SGLT, GLP-1
October 4, 2012
EASD Part 1: First Peeks into a Number of Diabetes Drugs Deep in Pharma's Pipeline
October 2, 2012
ESMO Part 2: Challenge to MDV3100, Duration of Herceptin Adjuvant
October 1, 2012
ESMO Part 1: Targeted Terapies for Lung Cancer, MEK/BRAF Inhibitors for Melanoma, Outrage Over Revlimid
September 27,2012
ACHN/ARRY/CLDX: A Trio of Small-Cap Picks
September 13, 2012
SAN.FP: Can Aubagio Follow the Path of Copaxone?
September 6, 2012
ROG.VX: Just Perjeta and T-DM1 For Now
September 5, 2012
ERS Part 2: COPD and IPF
September 4, 2012
ERS Part 1: Asthma and Cystic Fibrosis
August 27, 2012
LLY: The Good News Is That Solanezumab Is Out Of The Way For Now
August 14, 2012
ARRY: A Maturing Pipeline and A Better Told Story
August 10, 2012
CLDX: A Look at the Breadth of Celldex's Pipeline
August 9, 2012
NOVOB.DC: IDegLira Data Allow Novo To Put A Stake in The Ground
August 9, 2012
AMGN: AMG-479's Demise Demonstrates the Futility of Bucking Science
August 8, 2012
ACHN: Made It to The Quarterfinals
August 2, 2012
ARIA: As Ponatinib Becomes More Real, Ariad Becomes More Real as a Company
August 2, 2012
ROG.VX: Subcutaneous Herceptin and Rituxan May be at Risk
August 2, 2012
BMY: Oops...
August 1, 2012
UCB.BB: To Worry About UCB's R&D Expenses Is Penny Wise Pound Foolish
July 31, 2012
PFE: How Much Could ORAL START Help Resuscitate Tofacitinib?
July 31, 2012
BAYN.GR: Crop Science is Additional Non-cyclical Hedge
July 27,2012
MRK: Could Either Odanacatib or Suvorexant be a Singulair?
July 27, 2012
GILD: The Grand Plan Forward for GS7977
July 27, 2012
CELG: In Search of a Compelling Investment Case
July 27, 2012
AMGN: Catching the PCSK9 Fever
July 26, 2012
ROG.VX: Perjeta and TDM-1 May Catapult Roche's HER2 Franchise over CHF 12 Billion
July 26, 2012
SAN.FP: Value Turning Growth
July 26, 2012
BMY: What's Between Here and PD-1?
July 26, 2012
LLY: Immunization Boosts the Health of Lilly's Stock
July 25, 2012
GSK: Ironically, Diversification is What is Keeping GSK Steady in a Changing Operating Enivronment
July 24, 2012
PFE: Fool's Errand
July 23, 2012
ITMN: One Step at a Time
July 19, 2012
NOVN.VX: Afinitor and Seebri, Two Near-Term Opportunities
July 18, 2012
ABT (AbbVie): Pharma Prospects Brighten
July 18, 2012
FRX: Now That The Lexapro Patent Cliff Has Come and Gone
July 13, 2012
"Beyond the Earnings" Preview
July 9, 2012
BAYN.GR/BIIB/NOVOB.DC: Bayer Takes a Shot at Once-Weekly Factor VIII
June 28, 2012
SCOTUS Obamacare Ruling: Companies with Biosimilar Exposure the Clear Losers
June 25, 2012
BMY/PFE: Eliquis Delay Further Validate Our Cautious Stance on Both Stocks
June 21, 2012
CELG: A Wake-Up Call for Market's Complacency on the Growth of Revlimid
June 13, 2012
BIIB: R&D Day - Have Come a Long Way, Yet Got a Long Way to Go
June 12, 2012
ADA Part 2: Insulin, SGLT-2
June 11, 2012
ADA Part 1: New Practice Guidelines, and Incretins/Insulin Combinations
June 5, 2012
ASCO Part 4: Hematologic Malignancies
June 5, 2012
ASCO Part 3: MEK, MET, PI3K, ALK and the Twists
June 4, 2012
ASCO Part 2: PD-1, T-DM1
June 2, 2012
ASCO Part 1: Prostate Cancer
May 24
,
2012
CLDX: Striking Breast Cancer Data
May 16, 2012
MRK.GR: Why Do We Have Yet To See A Pharma Company Saving Its Way to Stock Success?
May 9, 2012
PFE: Tofa Passed But Bruised
May 9, 2012
GILD: Review of QUAD FDA Briefing Doc - Cobicistat Could Be Achilles' Heel
May 8, 2012
PFE: FDA's Safety Concerns Over Tofa Raises The Risk Of A Negative Panel Outcome Tomorrow
May 2, 2012
PLX: Carrots Are Good For You
May 1, 2012
ARRY: Novartis's MEK Getting Ahead
May 1, 2012
BIIB: Will Expramipexole Be The Surprise of The Year?
May 1, 2012
PFE: Execution Risks
April 30, 2012
MRK: Suvorexant The Main Catalyst of The Year
April 27, 2012
NOVOB.DC: Awaiting Degludec
April 27, 2012
SAN.FP: Many Moving Parts, Each With Challenges
April 27, 2012
ITMN: It's a Long Haul
April 27, 2012
SHPGY: Vyvanse Data for Binge Eating Disorder Quite Promising
April 27, 2012
GILD: Going It Alone
April 26, 2012
BMY: HCV Doesn't Seem Enough To Drive the Stock
April 26, 2012
INCY: Good Initial Jakafi Sales
April 26, 2012
AZN: Don't You Wish Pharma Companies Could Be like Juice Companies?
April 26, 2012
CELG: The Elephant in The Room everyone Is Trying Not To Acknowledge
April 25, 2012
LLY: Some Upcoming Pipeline Events of Interest
April 25, 2012
GSK/HGSI: The Verbal Sparring Can Back The Parties into Corners
April 25, 2012
NVS: Will Afinitor Be Enough To Carry The Day?
April 25, 2012
AMGN: In Memoriam - George B. Rathmann
April 23, 2012
EASL: Instead of Closing the Games, the Race Has Just Begun
April 19, 2012
GSK/HGSI: GSK's Bid for HGSI Increases Our Positive Disposition on the Chances of Darapladib
April 19, 2012
ABT: Pharma Unit Comes into Focus
April 17, 2012
FRX: What If Forest Generates $10 Billion in Revenue in 2020?
April 16, 2012
"Beyond the Earnings" Preview Part 2 - Biotech and Specialty Pharmaceuticals
April 12, 2012
"Beyond the Earnings" Preview Part 1 - Pharmaceuticals
April 4, 2012
AMGN/UCB.BB: Anti-sclerosin Antibody the Main Hope for Both Companies' Pipelines
March 30, 2012
GSK: The Long March From DPU To Drugs
March 29, 2012
Potential Impact on Drug and Biotech Companies Should Obamacare Fall
March 16, 2012
UCB.BB: Ready To Be Discovered
March 15, 2012
ITMN: G-BA Decision is Harbinger that Ultimately Esbriet Will be Reimbursed Across the EU
March 13, 2012
GILD/BMY/MRK/JNJ/ACHN/IDIX/ABT/VRTX/ROG.VX: Questions To Be Answered on HCV
March 6th, 2012
MRK.GR: Pharma Unit Badly Needs New Drugs
March 6th, 2012
ONTY: The Wait Continues
February 29, 2012
BAYN.GR: What's Real and What's Not Among Bayer's 4 New Drugs
February 28, 2012
ARIA: The Market Dynamics Awaiting Ponatinib
February 22, 2012
FRX: FDA Briefing Doc on Aclidinium - Small Safety Database is Achilles' Heel
February 17, 2012
GILD: The News of Other HCV Drugs' Death Turned Out Premature
February 8, 2012
GSK: The Ills of Third-Party Payer Systems
February 6, 2012
Forward Looking From ASCO-GU
February 3, 2012
NOVOB.DC: What's Going On in China?
February 3, 2012
MRK: Still Rely on Januvia to Carry the Day
February 3, 2012
GILD: Don't Let Noise Ruin a Good Story
February 2, 2012
AZN.LN: Strategy is No Substitute for Selling and Developing Drugs
February 2, 2012
ROG.VX: Roche is Smart to Target Illumina for Acquisition
February 1, 2012
MDVN: 0.6% Seizure Rate with MDV3100 Entirely Acceptable
January 31, 2012
PFE: How Will the Trio Determine the Direction of Pfizer's Stock This Year?
January 31, 2012
LLY: Alzheimer's Drug is the Wrong Reason to Own Lilly
January 31, 2012
BIIB: Sometimes One Can Just Sit Tight and Wait for Competitors to Fail
January 27, 2012
AMGN: The Imperative for This Outpost to Look Outward
January 27, 2012
CELG: A Balanced View on the Future of Revlimid
January 26, 2012
BMY: HCV Pipeline Will be Focus in 2012
January 26, 2012
ABT: Possible Surprises From Pharma Pipeline
January 25, 2012
NOVN.VX: Cracks in the Foundation of Novartis's Investment Thesis
January 19, 2012
BMY/AZN: Is it Worth it to Throw Good Money After Bad?
January 17, 2012
FRX: From a Pipeline Stock to a Launch Stock
January 17, 2012
CLDX: Breast Cancer Data Could Catapult CDX-011 into the League of Herceptin
January 9, 2012
BMY: Must Have It...Or Must It?
January 5, 2012
ITMN: Encouraging Signs of a Successful Esbriet Launch in Europe
January 5, 2012
DNDN: Let the Numbers Speak for Themselves
December 20, 2011
SAN.FP: Though a Weak Drug, Teriflunomide is Now Approvable
December 13, 2011
Reflections From ASH 3: Lymphoma & CLL - Sideways and Left Field
December 13, 2011
Reflections From ASH 2: Myeloma - Status Quo and Potential Upset to the Status Quo Elotuzumab to Myeloma Could Be What Rituxan is to NHL (BMY)
December 13, 2011
Reflections From ASH 1: CML - Is the Party Hitting a Lull?
December 9, 2011
ROG.VX: Pertuzumab a Model for Product Cycle Extension
December 8, 2011
SAN.FP: The Smoldering Fear of Lantus Cancer Risk
November 21, 2011
GILD: Pharmasset Acquisition Expesnive, but Keeps GILD in the Game
November 21, 2011
ARRY: Occupying a Large Swath of the MEK Real Estate
November 11, 2011
MRK: Pipeline Appraisal
November 9, 2011
HGSI: No Hurry to Bottom Fish
November 7, 2011
PFE: The Different Paths for Tofa
November 4, 2011
ITMN: A Case of Confidence
November 4, 2011
SAN.FP: The Prospects for Sanofi's late Stage Pipeline Are up in the Air
November 3, 2011
MDVN: It makes Sense for Astellas to Buy MDVN
November 3, 2011
DNDN: The Art of Living in a Glass house is Not to Shine Bright Lights
November 1, 2011
PFE: The Variability of Variables
October 28,2011
BIIB: Problem of the Rich
October 28, 2011
MRK: Hope Merck Can Pull Something Out of Its Sleeve on November 10th
October 28, 2011
GILD: A Stroke of Brilliance
October 27, 2011
CELG/INCY/VPHM/:Thoughts from Today's Earnings Calls
October 27, 2011
NOVOB.DC/BMY/AZN.LN/BAYN.GR: Thoughts from Today's Earnings Calls
October 27, 2011
GSK: 2012 Shaping Up to Be a Year of Darapladib
October 26, 2011
MRK.GR: The Long View
October 26, 2011
HGSI: Woe Be to Product Launchers
October 25, 2011
NOVN.VX: The Plus Column and the Minus Column
October 25, 2011
AMGN: Betting on Its Own Pipeline
October 24, 2011
The Post-ECTRIMS World Order of MS Therapies
October 20, 2011
LLY: Will Next 2 Quarters Make a Bottom?
October 19, 2011
FRX: Putting the Pieces Together
October 13, 2011
ROG.VX: Cross Currents From the Quarterly Call
October 13, 2011
"Beyond the Earnings" Preview Part 3 - US and European Pharma
October 11, 2011
"Beyond the Earnings" Preview Part 2 - Small and Mid-Cap Therapeutic Companies
October 6, 2011
CELG: Article 20 Resolution Lifts an Overhang on the Stock
October 5, 2011
"Beyond the Earnings" Preview Part 1 - Large Cap Biotech
October 4, 2011
A Long View on HCV
September 27, 2011
Reflections From ECCO-ESMO 3: Diamonds and Dust
September 26, 2011
Reflections From ECCO-ESMO 2: Live Longer and Live Well
September 25, 2011
Reflections From ECCO-ESMO 1: Something Old, Something New and Something Rare
September 13, 2011
BIIB/NOVOB.DC/BAYN.GR: The Battle For Long-Acting Hemophilia Factors
September 8, 2011
DNDN/MDVN/OGXI: The Three Musketeers of Prostate
September 8, 2011
PFE: JAK in a Box
September 2, 2011
AZN.LN: SATURN Miss Gives Managed Care Formularies Fodder