Allergan And Cenicriviroc In NASH: The Forgotten

Market Assessment Allergan (AGN) is a commercial-stage large market cap ($45.9B) biopharma developing innovative and generic therapeutics for diseases affecting the eyes, bowel, lungs, skin, urogenital systems and brain. Through the acquisition of Tobira Therapeutics, Allergan has been clinically developing cenicriviroc (CVC) as a potential therapy for the chronic liver disease, NASH. Allergan is also…

Tracking Wallace Weitz’s Weitz Investment Management Portfolio – Q4 2018 Update

This article is part of a series that provides an ongoing analysis of the changes made to Wallace Weitz’s 13F portfolio on a quarterly basis. It is based on Weitz’s regulatory 13F Form filed on 02/14/2019. Please visit our Tracking Wallace Weitz’s Weitz Investment Management Portfolio article for an idea of his investment philosophy and…