Where We’re Finding Value for Biotech Investors
Most Popular - PropThink kicked off the week by revisiting Endo Health (ENDP) and brought the scoop on Rajiv De Silva’s materializing plans for the company. De Silva, … Continue Reading
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Here’s What Happened at PropThink This Week
Long Ideas - Cadence (CADX) was a compelling buy last year as the sales ramp for its IV acetaminophen formulation began to improve. A position since Mr. King … Continue Reading
Read nowPropThink’s Weekend Healthcare Wrap-Up
Long Ideas - The EMA’s advisory body took investors by surprise on Friday and announced that they would be recommending Halozyme (HALO) and Baxter’s (BAX) HyQvia for approval … Continue Reading
Read nowPropThink’s Weekly Round-Up
Long Ideas - Although Illumina was slapped with a $96M fine by a federal jury this week, the monetary penalty isn’t all that detrimental to the $6B company; … Continue Reading
Read nowThe PropThink Biotech Round-Up
Long Ideas - We kicked off the week with a quick technical blurb about Sarepta Therapeutics, although we didn’t get into the details of our bullish long-term outlook. … Continue Reading
Read nowThis Week’s Top Stories in Biotech
Most Popular - Jason Napodano laid out the DRRX investment thesis. Will Pfizer re-file the Remoxy NDA? And what about Posidur? They’re both real value drivers for DRRX, … Continue Reading
Read nowPropThink’s Lead Stories in Biotech
Long Ideas - On Friday, PropThink launched its database of Special Protocol Assessments, or SPAs. These trials are, in essence, a FDA-blessed measure to mitigate clinical efficacy risk … Continue Reading
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