The Next Home Run In Healthcare

http://seekingalpha.com/article/1941821-the-next-home-run-in-healthcare?source=feed By EnhydrisPECorp:

Continuing my yearly outlook for 2014 in healthcare, I thought it timely to delve into the speculative picks today, and save the short candidates for my final piece in the series.

After Intercept Pharmaceuticals (ICPT) exploded like an atomic bomb on the healthcare sector last week, everyone is looking for the next home-run. Pushing aside the fact that such events are extremely rare-even in biotech, this is going to be a major theme this year. Apparently, healthcare investors have little interest in getting rich slowly, and instead, are intent on swinging for the fences. And while I don’t advise such a strategy by any means, I can offer some machinations on how to go about finding the next big thing in biopharma.

Postmortem on Intercept

The first thing we need to do is ask a question: Why the hell did Intercept blow up like it did?

The answer is

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