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Long Ideas

Long Ideas

Synergy is On Sale: Why This Opportunity Shouldn’t Be Missed

Long Ideas - On April 9, Synergy Pharmaceuticals (SGYP) reached a new 52-week intra-day high of $7.44, driven by a Cantor Fitzgerald analyst report highlighting more detailed trial … Continue Reading

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Long Ideas

Illumina’s Solid Quarter Highlights Macroeconomic Resilience & Market Opportunity

Long Ideas - On April 22, after the close of trading, Illumina (ILMN) released its Q1 2013 earnings, delivering another solid quarter in the face of perceived uncertainty. … Continue Reading

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Long Ideas

Aveo’s Inflection Point: Tivozanib Likely To Receive Positive Advisory Vote, FDA Approval

Long Ideas - On May 2, 2013, AVEO Oncology (AVEO) is set to face the FDA’s Oncologic Drugs Advisory Committee (ODAC) for a review of the company’s New … Continue Reading

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Long Ideas

The Beginning of a Shift at Tekmira: From Focus on Delivery, to Therapy

Long Ideas - Tekmira’s (TKMR) story over the last few years has largely been focused on its siRNA delivery technology, lipid nanoparticles (LNPs), and the ability of the … Continue Reading

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Long Ideas

Buying The Dip: SGYP’s Recent Breakdown Is an Entrance Point for the Long-Term

Long Ideas - Since pricing its latest public offering at $5.50 two weeks ago, shares of Synergy Pharmaceuticals (SGYP) have failed to hold that print and are trading … Continue Reading

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Long Ideas

PropThink’s Biotech Roundup

Long Ideas - ICPT has a big problem, and could be headed back to its post-IPO prices, 50% lower than where they trade today. The company piqued our … Continue Reading

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Long Ideas

FDA Bars Old OxyContin Generics: Read-Through To Continue Boosting Endo

Long Ideas - On Tuesday, the FDA ruled that generic drug-makers are barred from selling copies of older, easily abused formulations of Purdue Pharma’s well-known pain killer OxyContin, … Continue Reading

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