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Long Ideas

Long Ideas

Trading Biotech: A Taste of PropThink this Past Week

Long Ideas - Sunshine Heart has rallied 20% since dropping to $5.00 in mid-May following an equity financing. PropThink’s subscribers knew to buy the dip, and on Monday, … Continue Reading

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Long Ideas

Successful Capital Raise, Data for Lead Candidate, and Small Float Opportune for Stemline

Long Ideas - Stemline Therapeutics (STML) completed its IPO in January of this year, (the company was founded in 2003), and as its name implies, the company develops cancer therapies … Continue Reading

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Long Ideas

Synergy is A Straightforward Opportunity: Trial Results At DDW Back Plecanatide

Long Ideas - It doesn’t get much better than this, and Synergy Pharmaceuticals (SGYP) remains a favorite PropThink idea. The company’s lead drug candidate, plecanatide, has demonstrated strong … Continue Reading

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Long Ideas

Cubist Commands the Courtroom: Investors Can Now Focus On Long-Term Story

Long Ideas - Things are looking up for Cubist Pharmaceuticals (CBST). As we speculated last week, a key piece of Cubist’s ongoing litigation with Hospira has gone in … Continue Reading

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Long Ideas

PropThink’s Weekly Biotech Round-Up

Long Ideas - Cell therapy developers Athersys and Cytomedix target the immense stroke treatment market. Mr. Napodano laid out the theses for these two stem cell developers, although … Continue Reading

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Long Ideas

Revisiting Synergy Ahead of An Event-Driven Week: Plecanatide Data is Forthcoming

Long Ideas - This Tuesday, Synergy Pharmaceuticals (SGYP) will release the full data set from its recently completed trial for lead candidate plecanatide at the annual Digestive Disease … Continue Reading

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Long Ideas

Value Investors Take Note: Fire Sale on this Heart Failure Asset

Long Ideas - 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 … Continue Reading

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