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Long Ideas

Long Ideas

Despite Poor Quarter, ViroPharma’s Commercial and Pipeline Progress Continue

Long Ideas - Shares of ViroPharma fell 6.9% on May 1 with the release of mixed first quarter results, also amidst a weak day for the biotechnology sector … Continue Reading

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Interviews

Undue Pressure on Trius Creates an Entrance Point

Interviews - Shares of Trius Therapeutics (TSRX) took a 7% dive on Wednesday, creating an entrance opportunity for those not yet involved, as the unsubstantiated rumors that … Continue Reading

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Long Ideas

Weak Quarter at Auxilium Overshadows Execution on Long-Term Strategy

Long Ideas - Shares of Auxilium Pharmaceuticals (AUXL) fell nearly 13% on April 29 after the company released weak Q1 earnings, and are down around 12% since our … Continue Reading

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Long Ideas

Transition Therapeutics Still Undervalued: Good Trial Outcome Shifts Focus To Lilly Decision

Long Ideas - Transition Therapeutics (TTHI) announced on Tuesday morning that its investigational GLP-1/glucagon agonist, TT-401, generated positive results in its first proof of concept human study (Phase I), sending … Continue Reading

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Long Ideas

Binary Events Abound in Biotech

Long Ideas - As most biotech enthusiasts will be well-aware of, biotech is rife with binary events this week, many of which fall on Tuesday April 30. While … Continue Reading

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Long Ideas

Raised Guidance and Resolved Manufacturing Issues Support Alexion Shares

Long Ideas - Since our last report on Alexion Pharmaceuticals (ALXN) on April 5, shares have remained flat as continued concerns about the company’s manufacturing facilities and Soliris’ … Continue Reading

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Long Ideas

The PropThink Recap: Finding Value in Biotech

Long Ideas - Synergy’s equity financing, which wrapped up last Tuesday, put the company in a strong position for a partnership (or M&A) negotiation regarding plecanatide. The stock … Continue Reading

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