Commentary

Company updates, market commentary, case studies and other topics we consider worth discussing

Principia Biopharma Inc.

Setting the Record Straight on BTK Inhibition

Principia Biopharma Inc. (PRNB)

Hype Over Multiple Sclerosis “Data” Is Overblown

iRhythm Technologies, Inc. (IRTC)

Continued Pressures On Revenue Model

ViaSat Inc. (VSAT)

ViaSat’s Aviation Business – A Source of Misplaced Optimism

ViaSat Inc. (VSAT)

Modems to Connect ViaSat-2 to Earth Do Not Exist for Distribution

ViaSat Inc. (VSAT)

Constant and Pervasive Lack of Visibility

Straight Path Communications Inc. (STRP)

A Critical Look at 5G

DISH Network Corporation (DISH)

DISH’s Billion-Dollar Tax Deductions Compound the Harm of Its Spectrum Squatting

Sage Therapeutics, Inc. (SAGE)

Sell-Side Assumptions Are Wrong: Core Placebo Response Rate Assumption is Way Off and SA...

ClubCorp Holdings, Inc. (MYCC)

Countering the Bulls

Sage Therapeutics, Inc. (SAGE)

Debunking Asclepia Capital’s “Scientific Response”

Sage Therapeutics, Inc. (SAGE)

A Principal Investigator’s Perspective Underscores the Flaws in Sage’s Narrative