The PropThink Weekly Recap
Long Ideas - PropThink’s first story of the week turned into a whopping 24% gainer by Friday’s close. We iterated our enthusiasm for Pharmacyclics (PCYC) on Monday, following … Continue Reading
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PropThink’s Weekly Healthcare Wrap-Up
Most Popular - IMUC proved a successful trade in the short-term, climbing 34% since our report was published on the first of the month. In early trials, lead … Continue Reading
Read nowPropThink’s Weekly Roundup
Most Popular - The event of the week? Phase III data for Zerenex, Keryx Biopharmaceutical’s phosphate binder, were released on Monday, with compelling results. PropThink has been covering … Continue Reading
Read nowPropThink’s Healthcare Week-in-Review
Long Ideas - The highlight of our week was Allergan’s ~$1B buyout of MAP Pharmaceuticals, a company that we recommended in early January. The acquisition came at a … Continue Reading
Read nowThe PropThink Weekly Wrap-Up
Most Popular - The FDA will decide on Lymphoseek’s approval in April, a major catalyst for Navidea (NAVB). Interest will again build in the some-what controversial name, and … Continue Reading
Read nowPropThink’s End-of-Week Recap
Most Popular - We spent the week in San Francisco for the JP Morgan and Biotech Showcase conferences, which proved invaluable for idea generation, networking, and the solidifying of some … Continue Reading
Read nowPropThink’s Weekly Healthcare Recap
Most Popular - A catalyst-rich 2013 and a solid financial position for BioMarin should push the stock higher. Since we published this story on Monday, shares of the drug … Continue Reading
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