In late September, I met with Chinese biopharma Sinovac Biotech (ticker: SVA). At the time, management said it expected CFDA approval for its novel EV71 vaccine by early 2016. The same was said on its November earnings call. So did the stock rally this week in anticipation?
Saturday, December 5, 2015
Thursday, November 19, 2015
In a “transformational transaction” earlier this week, IDI (ticker: IDI) (Analysis) acquired digital marketing and customer acquisition firm Fluent.
Monday, October 26, 2015
Friday, October 16, 2015
Thursday, September 24, 2015
Last week I met with management of Chinese small-cap Sinovac (ticker: SVA) while they were in New York for the Morgan Stanley Healthcare Conference. We spoke for almost an hour. Here’s the conversation in full (lightly edited):
Thursday, September 17, 2015
Wednesday, September 16, 2015
Below is an excellent new piece on IDI Inc (IDI) from Jeff Geygan and his team at Global Value Research Company. They understand the IDI story as well as anyone. I'm publishing this with permission. Stay tuned for the next in their series:
Tuesday, July 28, 2015
Wednesday, July 22, 2015
Sunday, July 19, 2015
Thursday, July 2, 2015
As you will see below, Mike Brauser, the new Chairman of IDI Inc (IDI) (formerly Tiger Media) has enjoyed tremendous professional success.
He also happens to be a business partner of billionaire Dr. Phillip Frost.