Featured Investment Ideas

• Eight Trade Ideas and A Recap of our Latest
  By Editorial Staff · Fri, Jun 14
  Vascepa’s commercial prospects are one of the hottest topics of debate in biotechnology, and this week PropThink outlined why you can trade Amarin · more »
• Pharmacyclics’ Recent Selloff Was Wrong: Here’s Why We’re Involved
  By Ivan Deryugin · Fri, Jun 14
  Although Infinity Pharmaceuticals’ (INFI) post-ASCO selloff, which we discussed on Monday, was perhaps the most prominent ASCO demolition, it wasn’t · more »
• Bull, Bear, or Indifferent: Profiting From Amarin’s Latest
  By Jake King · Tue, Jun 11
  News that Amarin Corp. (AMRN) is preparing for an FDA advisory panel regarding Vascepa in the Anchor indication caught investors off guard last Thursday, · more »
• The Wrap-Up: PropThink’s Top Picks this Week
  By Editorial Staff · Fri, Jun 7
  ResMed (RMD) is suing a new and low-cost competitor in the Continues Positive Airway Pressure market. The target, 3B Medical, isn’t taking the · more »
• ResMed: More Signals that It’s Time to Take Profit
  By Jake King · Tue, Jun 4
  ResMed Inc. (RMD), a developer of continuous positive airway pressure (CPAP) devices, is suing fellow CPAP manufacturer and low-cost competitor 3B Medical · more »
• PropThink’s Week in Healthcare Equities
  By Editorial Staff · Fri, May 31
  Mr. Deryugin had an inkling that Immunomedics would get some attention this year for its ADC program, and the stock has climbed 25% since PropThink’s · more »
• Keryx: Attractive In Front Of Catalyst-Rich Second Half
  By Jake King · Thu, May 30
  Shares of Keryx Biopharmaceuticals (KERX) continue to trade within a tight range, but with several catalyzing events approaching, we believe the stock is · more »
• Trading Biotech: A Taste of PropThink this Past Week
  By Editorial Staff · Fri, May 24
  Sunshine Heart has rallied 20% since dropping to $5.00 in mid-May following an equity financing. PropThink’s subscribers knew to buy the dip, and on · more »
• Successful Capital Raise, Data for Lead Candidate, and Small Float Opportune for Stemline
  By Ivan Deryugin · Fri, May 24
  Stemline Therapeutics (STML) completed its IPO in January of this year, (the company was founded in 2003), and as its name implies, the company develops · more »
• Synergy is A Straightforward Opportunity: Trial Results At DDW Back Plecanatide
  By Jake King · Tue, May 21
  It doesn’t get much better than this, and Synergy Pharmaceuticals (SGYP) remains a favorite PropThink idea. The company’s lead drug candidate, · more »
• PropThink’s Weekly Biotech Round-Up
  By Editorial Staff · Fri, May 17
  Cell therapy developers Athersys and Cytomedix target the immense stroke treatment market. Mr. Napodano laid out the theses for these two stem cell · more »
• Value Investors Take Note: Fire Sale on this Heart Failure Asset
  By Jake King · Fri, May 17
  With a capital raise recently out of the way and a pivotal trial enrolling towards a regulatory filing in the U.S., Sunshine Heart’s (SSH) $60M market · more »
• Trius Patent Intrigues Investors, And Perhaps Cubist Pharmaceuticals
  By Jason Napodano, CFA · Thu, May 16
  On May 13, 2013, Trius Therapeutics (TSRX) announced that it had received a notice of allowance from the USPTO for a patent application relating to · more »
• Markman Hearing A Likely Clearing Event For Cubist: Decision Any Day
  By Jake King · Tue, May 14
  Shares of Cubist Pharmaceuticals (CBST) have not significantly participated in the market rally, and relative to biotech peers, CBST has lagged on · more »
• Does Cell Therapy Hold The Key To Treating Stroke?
  By Jason Napodano, CFA · Mon, May 13
  This article is about cerebrovascular accident (CVA), or as it is more commonly referred, stroke. There are two small biotech companies targeting · more »
• Weekly Recap: A Few of Our Latest Trades in Healthcare
  By Editorial Staff · Fri, May 10
  For those that missed it last week, Dr. Chaudhry offered an educational, retrospective look at both AVEO and DCTH’s advisory panel votes. In addition, · more »
• Onyx Coexisting with Celgene, Expanding Market – And Revenues Show It
  By Ivan Deryugin · Thu, May 9
  Since our original report on Onyx Pharmaceuticals (ONXX) in March, shares of the oncology drug developer have risen 14.8%, versus a 13.05% rise for the · more »
• Pounding The Table on Pozen: Why There’s Upside in this Misunderstood Name
  By Jason Napodano, CFA · Wed, May 8
  On May 8, 2013, Pozen (POZN) reported financial results for the first quarter 2013. Pozen reported revenues in the quarter of $1.415 million, driven · more »
• Regeneron: Solid Q1 Creates Platform for Further Upside
  By Ivan Deryugin · Tue, May 7
  Since our original report on Regeneron Pharmaceuticals (REGN) in mid-December, shares of the company have rallied over 47%, versus a rise of over 27% for · more »
• PropThink’s Biotech Longs and Shorts this Week
  By Editorial Staff · Fri, May 3
  This week was dominated by a number of binary events (which we outlined on Monday), two of which played out against us; Dr. Chaudhry expected that the · more »
• Undervaluation of Vical’s Full Pipeline Allows A Cheap Bet on Cancer Trial
  By Dee Kotak, MD · Fri, May 3
  Vical Incorporated (VICL) expects to announce top-line data mid-2013 from the pivotal Phase III trial (NCT00395070) of Allovectin in metastatic melanoma, · more »
• Zogenix Poised for 40% Haircut as Zohydro Decision Approaches
  By Jake King · Thu, May 2
  Co-written by Jake King and Rajesh Patel, Ph.D. Zogenix (ZGNX) currently awaits an approval decision from the FDA on Zohydro ER (extended release), a · more »
• The PropThink Recap: Finding Value in Biotech
  By Editorial Staff · Fri, Apr 26
  Synergy’s equity financing, which wrapped up last Tuesday, put the company in a strong position for a partnership (or MA) negotiation regarding · more »
• Synergy is On Sale: Why This Opportunity Shouldn’t Be Missed
  By Jake King · Thu, Apr 25
  On April 9, Synergy Pharmaceuticals (SGYP) reached a new 52-week intra-day high of $7.44, driven by a Cantor Fitzgerald analyst report highlighting more · more »
• Aveo’s Inflection Point: Tivozanib Likely To Receive Positive Advisory Vote, FDA Approval
  By Aafia Chaudhry, MD · Wed, Apr 24
  On May 2, 2013, AVEO Oncology (AVEO) is set to face the FDA’s Oncologic Drugs Advisory Committee (ODAC) for a review of the company’s New Drug · more »
• The Beginning of a Shift at Tekmira: From Focus on Delivery, to Therapy
  By Jake King · Tue, Apr 23
  Tekmira’s (TKMR) story over the last few years has largely been focused on its siRNA delivery technology, lipid nanoparticles (LNPs), and the ability of · more »
• PropThink’s Biotech Roundup
  By Editorial Staff · Fri, Apr 19
  ICPT has a big problem, and could be headed back to its post-IPO prices, 50% lower than where they trade today. The company piqued our interest with the · more »
• Intercept Pharmaceuticals: The Risks that No One is Talking About
  By Jake King · Fri, Apr 19
  Intercept Pharmaceuticals’ (ICPT) shares immediately took off from their late October IPO price of $15 per share, soaring to a closing high of $41.70 on · more »
• Achillion: Moving Beyond Sofosbuvir’s Shadow
  By Ivan Deryugin · Tue, Apr 16
  Since our last report on Achillion Pharmaceuticals (ACHN) in November, shares have turned up a muted performance, losing around 7%. Through February, · more »
• PropThink’s Week in the Life Sciences
  By Editorial Staff · Fri, Apr 12
  Keryx (KERX) has come back under the magnifying glass at PropThink. We hosted Dr. Scott Chambers, a patent attorney and former USPTO staff, on a · more »

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