Trillium Making a Roaring Comeback on ASH Abstract
Insights - Trillium (TRIL) has been a legacy name for PropThink as we’ve been covering it since 2014. With data being presented at ASH conference on December … Continue Reading
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With Recent Run, Salecta’s Valuation Has Outgrown Fundamentals
Insights - Selecta (SELB) announced that it would report updated patient data from the ongoing Phase 2 trial of its lead product candidate, SEL-212, at the American College … Continue Reading
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Fennec Reports Positive Phase 3 Data
Insights - Fennec (FENC) presented the full data from SIOPEL 6, a Phase 3 study in cisplatin induced hearing loss in children with Standard Risk Hepatoblastoma (SR-HB). The study … Continue Reading
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Short Tyme Technologies As Dilution is Imminent
Insights - Short-sell Tyme Technologies (NASDAQ: TYME) at ~$6 a share Cover (buy-back) this short at <$3 a share by year-end We are short Tyme Technologies (“Tyme”), a $500m+ … Continue Reading
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How To Profit From Zogenix’s Upcoming Data
Insights - Zogenix (ZGNX) will be releasing data from its pivotal Phase 3 program of ‘ZX008’ intended for the treatment of Dravet Syndrome (DS), a form of … Continue Reading
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Update on Open Ideas – Bluebird Bio, Revance, Sage and More
Insights - We have outlined our reasoning behind certain position changes in our open/closed positions, which can be found on PropThink’s Recent Research page. Bluebird Fairly Valued … Continue Reading
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