BioDelivery Sciences: Delivering Profits in 2014
Research - In the biotechnology sector, innovation can come in one of a few forms, including novel drugs or novel ways to deliver existing drugs. BioDelivery Sciences … Continue Reading
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It’s a Bit Early to Go Big, but AcelRx Has a Pivotal 2014
Research - We’ve watched AcelRx Pharmaceuticals (ACRX) for some time in 2013 as the stock has pulled back meaningfully, falling from a high of over $13 to … Continue Reading
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ViroPharma’s Core Business is Accelerating, New Opportunities Emerge
Research - Update: On November 11, Viropharma was purchased by Shire Pharma for $4.2B. The acquisition netted PropThink readers who bought alongside us saw a 100% return … Continue Reading
Read nowWhat Shutdown? Illumina Rises Above the Noise
Long Ideas - Shares of Illumina (ILMN) have risen over 85% since our in-depth November 1, 2012 initiation of coverage, and for good reason: the company has, for … Continue Reading
Read nowEnanta Pharmaceuticals: Holding Ahead of Some Key Events
Long Ideas - Since our July 24 report on Enanta Pharmaceuticals (ENTA), shares of the HCV company have risen over 15%, even after accounting for the sell-off in … Continue Reading
Read nowBIND Therapeutics Had a Muted IPO but the Thesis Intrigues
Long Ideas - 2013 has been a banner year for biotech IPO’s, with a number of companies making their public debuts to strong reception by the market. BIND … Continue Reading
Read nowQuestcor Pharmaceuticals: Undervalued Next to Peers Even After a 2013 Run
Long Ideas - PropThink has been bullish on Questcor Pharmaceuticals (QCOR) for quite some time, and since our report highlighting the company’s prospects late last year, shares have … Continue Reading
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