Theravance Biopharma Inc
Why the Baupost Group adds new position in eBay
The Baupost Group added a stake in eBay Inc. (EBAY) that accounted for 3.62% of the fund’s total second quarter portfolio. eBay is a global technology company that enables commerce through three reportable segments—Marketplaces, Payments, and Enterprise.
Understanding the Performance of Merck’s Hospital Acute Care Drugs Noxafil and Cubicin
In 4Q17, Merck’s (MRK) Cubicin reported revenues of $92 million, which was ~23% lower on a YoY (year-over-year) basis.
Analyzing The Baupost Group’s Holdings in 4Q14
The Baupost Group generated $21.5 billion in returns over its history. The recent 13F filing revealed that its 4Q14 portfolio declined more to $5.09 billion.
Why the Baupost Group starts new position in Theravance Biopharma
The Baupost Group added a position in Theravance Biopharma Inc. (TBPH) that accounted for 9.89% of the fund’s total second quarter portfolio. Theravance Biopharma was recently spun out of Theravance (THRX).
Must-know: The Baupost Group’s 2Q14 positions
The size of the fund’s U.S. long portfolio increased 48% to $6.14 billion in the second quarter from $4.14 billion in the first quarter. The fund’s top positions include Micron Technology, Idenix Pharmaceuticals, and Viasat.
Mylan: Why North America Is a Major Market
In the third quarter, Mylan (MYL) reported net sales of $1.01 billion from the North American market—a 14% decline on a YoY basis.
The Baupost Group opens new position in SunEdison Semiconductor
The Baupost Group added a position in SunEdison Semiconductor (SEMI) that accounted for 1.14% of the fund’s total second quarter portfolio. SunEdison Semiconductor develops, manufactures, and sells silicon wafers to the semiconductor industry.