The PropThink Weekly Recap
Long Ideas - PropThink’s first story of the week turned into a whopping 24% gainer by Friday’s close. We iterated our enthusiasm for Pharmacyclics (PCYC) on Monday, following … Continue Reading
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Is Life Technologies in Play? Analyzing Recent Developments and Stand-Alone Prospects
Long Ideas - Shares of Life Technologies (LIFE), one of the world’s largest life science companies, have soared in just the first few weeks of 2013, rising over … Continue Reading
Read NowAffymax: Dialysis Provider Pauses Omontys Pilot Expansion, Dead Money for Now
Long Ideas - A letter from Fresenius Medical (FMS) on Tuesday stated that the nation-wide dialysis provider would pause expansion of its pilot program utilizing Omontys, Affymax’s (AFFY) … Continue Reading
Read NowLarge Pharma May Get Involved as ACHN Hep C Pipeline Advances
Long Ideas - Achillion Pharmaceuticals (ACHN) reported positive clinical trial results for ACH-3102, the company’s NS5A inhibitor for hepatitis C (HCV). Achillion remains a leading independent mid-stage biotech … Continue Reading
Read NowBacked By Large Pharma and Key Investors, PCYC Is Set to Climb Higher
Long Ideas - Shares of Pharmacyclics (PCYC), based in Sunnyvale, California, have certainly had a sunny year, rising over 266% in the past 12 months on the back … Continue Reading
Read NowBiogen Idec: Solid Execution Trumps a Thinning Pipeline
Long Ideas - For Biogen Idec (NASDAQ:BIIB), 2012 was a banner year; shares rallied 33% as Biogen moved closer to securing approval for BG-12, now known as Tecfidera. … Continue Reading
Read NowOpana Story De-Emphasized, ENDP Take Out Re-Emphasized
Long Ideas - A price target reduction from RBC Capital Markets took $1.06 (or 3.4%) out of Endo Health Solutions (ENDP) Thursday, noting risks to the company’s pain … Continue Reading
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