Is There Any Meaningful ACTH in Acthar Gel?

The accusations leveled against Questcor (Nasdaq: QCOR) by Citron Research this morning are frightening. Truly frightening. And I don’t mean for those shareholders unlucky enough to call themselves owners of this HP Acthar franchise. No, I’m talking about the kids. Read more

Cutting Through all the Noise at Retrophin

I have to admit to a dilemma. Since purchasing a little over 1% fully-diluted of Retrophin, Inc. (Nasdaq: RTRX) last summer in the $4.50/sh PIPE and subsequently tweeting about the company, I’ve built up quite a number of readers who look to me for advice and analysis regarding Retrophin. Read more

The Biggest Risk Zillow Faces Isn’t What You Think It Is…

If there is one name this year that has confounded the shorts (aside from Telsa Motors (Nasdaq: TSLA) it has to be Zillow (NYSE: Z). Late last year this stock was in the $20s after posting quarterly earnings that failed to impress. Today it’s burning through the $90s, and that’s after absorbing a large secondary at $82.
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The Biggest Risk Zillow Faces Isn’t What You Think It Is…

If there is one name this year that has confounded the shorts (aside from Telsa Motors (Nasdaq: TSLA) it has to be Zillow (NYSE: Z). Late last year this stock was in the $20s after posting quarterly earnings that failed to impress. Today it’s burning through the $90s, and that’s after absorbing a large secondary at $82.
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Open Letter to the Chairman of FX Energy

The following letter was delivered to the Chairman of the Board of Directors of FX Energy on Thursday, June 27th, 2013. If you wish to join the mailing list of the Ad-Hoc Committee of FX Energy Shareholders and participate in our ongoing discussions as to how best to effectuate positive growth in shareholder value, please email fxen@littlebear.us

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