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• 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 »
• Revisiting Synergy Ahead of An Event-Driven Week: Plecanatide Data is Forthcoming
  By Jake King · Fri, May 17
  This Tuesday, Synergy Pharmaceuticals (SGYP) will release the full data set from its recently completed trial for lead candidate plecanatide at the annual · more »
• An FDA Meeting Becomes New Focus for Titan Pharma
  By Jason Napodano, CFA · Fri, May 17
  On May 16, 2013, Titan Pharmaceuticals (TTNP) reported financial results and provided a brief update on the recent complete response letter (CRL) issued · 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 »
• Ahead of Incremental Catalysts, Immunomedics’ Options are Compellingly Priced
  By Ivan Deryugin · Wed, May 15
  Since our original March 1 report highlighting Immunomedics (IMMU) as an inexpensive biotech with a novel platform and deep pipeline, shares have risen · 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 »
• MAKO Surgical: Burden of Proof Still on Management
  By Jake King · Thu, May 9
  MAKO Surgical’s (MAKO) first quarter results did little to inspire our confidence in this battered and bruised story, but for those that truly believe · 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 »
• The ODAC Postmortem: Lessons Learned Part 2, Delcath Systems
  By Aafia Chaudhry, MD · Mon, May 6
  In part 2 of the ODAC postmortem (see Part 1 on Aveo Oncology [AVEO] here), I will share my thoughts on the outcome of the afternoon session which · 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 »
• Picking Up What’s Left of Aveo
  By Jake King · Fri, May 3
  Although shares of Aveo Oncology (AVEO) were crushed this week by a negative vote from the FDA’s Oncologic Drugs Advisory Committee regarding tizozanib · more »
• The ODAC Postmortem: Lessons Learned Part 1, AVEO
  By Aafia Chaudhry, MD · Fri, May 3
  Yesterday was a dark day for those holding Aveo Oncology (AVEO) or Delcath Systems (DCTH) through the FDA’s Oncologic Drugs Advisory Committee meeting. · 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 »
• Durect: Pfizer Hints At Progress With Remoxy
  By Jason Napodano, CFA · Fri, May 3
  Investors are well aware, the single biggest catalyst for shares of DURECT Corp. (DRRX) remains the filing of the Remoxy NDA by Pfizer (PFE). As such, · more »
• Watching Zalicus Like A Hawk
  By Jason Napodano, CFA · Thu, May 2
  Zalicus (ZLCS) is starting to look very interesting at this level. Traders are no doubt waiting for the big phase 2 data on potential blockbuster drug · 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 »
• FDA Rejection Of Probuphine Hits Titan Hard
  By Jason Napodano, CFA · Wed, May 1
  On April 30, 2013, Titan Pharmaceuticals (TTNP) announced that the U.S. FDA had issued a complete response letter (CRL) to its new drug application · more »
• Binary Events Abound in Biotech
  By Editorial Staff · Mon, Apr 29
  As most biotech enthusiasts will be well-aware of, biotech is rife with binary events this week, many of which fall on Tuesday April 30. While PropThink · more »
• Raised Guidance and Resolved Manufacturing Issues Support Alexion Shares
  By Ivan Deryugin · Mon, Apr 29
  Since our last report on Alexion Pharmaceuticals (ALXN) on April 5, shares have remained flat as continued concerns about the company’s manufacturing · 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 »
• Illumina’s Solid Quarter Highlights Macroeconomic Resilience & Market Opportunity
  By Ivan Deryugin · Thu, Apr 25
  On April 22, after the close of trading, Illumina (ILMN) released its Q1 2013 earnings, delivering another solid quarter in the face of perceived · 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 »
• Buying The Dip: SGYP’s Recent Breakdown Is an Entrance Point for the Long-Term
  By Jake King · Mon, Apr 22
  Since pricing its latest public offering at $5.50 two weeks ago, shares of Synergy Pharmaceuticals (SGYP) have failed to hold that print and are trading · 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 »

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