Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Amgen thinks that it is a scrappy little biotech. They sure are a biotech company, maybe even a little scrappy, but definitely not little. In fact, their growth numbers look anemic [they need a shot of EPO ]. Amgen was a duopoly for fifteen years – during this period, they sold two drugs – Epoetin ...

The stock that taught me the most about investing is for sure Elan, and last week, I reminded myself the reason why I do not have it in my portfolio anymore. Elan was a remarkable company that was a leader in drug-delivery. They reformulated ordinary drugs like calcium channel blockers and naproxen, and extended the ...