A New Day at FDA Leads The Way For Sarepta Therapeutics

Shareholders of Sarepta Therapeutics (Nsadaq: SRPT) could be excused for scratching their heads yesterday after the close when the common stock of the company traded down around 10% after what seemed to be positive news emanating from the FDA. In a highly anticipated press release, Sarepta announced the results of the company’s meeting with the FDA regarding the pathway to eventual approval for eteplirsen, a novel exon-skipping drug that shows tremendous promise in treating boys suffering from Duchenne’s Muscular Dystrophy (“DMD”).

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Why the Bookies Are Wrong on Sarepta Therapeutics

The options market proves the old adage that there is no such thing as a free lunch. Investors who dabble in special situations expect that the marketplace knows the basic outlines of your thesis, and prices risk accordingly. That’s not to say you can’t make money betting on outcomes, just that the firms on the other side taking your wager always make sure that the table pays odds commiserate with the gamble.

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Will Windows Phone Upend Conventional Wisdom?

(November 23, 2012) Last night’s Patriot rout of the sad-sack New York Jets had all the hallmarks of a turkey. As someone who shelled out green to see some green action I had seen enough red on the field for one night so I strolled on over to the Verizon Studio to check out the latest handsets on display. As expected, people were milling about playing with the dozens of new phones and tables on display, preferring the indoor digital toys to the schoolyard romp taking place outside.

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Little Bear Research is born out of the more than 14 years our principal, Zachary Prensky, has worked as both a lead investor and investment banker in emerging high growth companies both in the US and abroad. Zachary has raised capital for, invested directly, or sat on the Board of Directors of over 60 emerging market companies. This experience has focused his lens on the time-honored investment criteria of leadership, integrity, transparency and execution.

With the rise of Asia and other emerging market economies, a number of businesses have been listed on the US stock exchanges that mimic in some sense the high growth characteristics of successful investments. However, Little Bear Research has discovered that in many cases these companies were lacking the key ingredients that are crucial to outperforming the overall market.

Little Bear is dedicated to highlighting companies that do not live up time honored investment criteria. In many cases, these companies deceive their own shareholders in the name of engineering short term equity performance. In the absence of an effective oversight mechanism – the SEC and other regulatory bodies have consistently ‘missed the boat’ in enforcing our countries rules and regulations – it falls to market participants such as Little Bear Research and others to bring the market’s attention to such institutional chicanery.

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” Concentration is my motto – first honesty, then industry, then concentration. ” Andrew Carnegie