Long Ideas - In mid-July, Mr. Deryugin recommended going long Incyte (INCY) based on the continued commercial success of Jakafi. Since then, shares have appreciated by over 50%, … Continue Reading
Read NowLong Ideas - It’s been just under five weeks since the PropThink team laid out the investment thesis for Diadexus (DDXS). We said, “We calculate a probability weighted … Continue Reading
Read NowLong Ideas - PropThink Subscribers who followed us into Tekmira (TKMR) at $4.70 in mid-April saw the stock touch a recent high of just over $6.00 early last … Continue Reading
Read NowLong Ideas - Since we initiated coverage of Cubist Pharmaceuticals (CBST) in mid-May, shares of the antibiotics manufacturer are up over 26%, as the company secured a key … Continue Reading
Read NowLong Ideas - Regeneron Pharmaceuticals (REGN), due in large part to the continued growth of Eylea, has become the world’s 5th largest biotechnology company by market capitalization. Regeneron, … Continue Reading
Read NowLong Ideas - Sunshine Heart (SSH) in its quarterly earnings report and conference call on Wednesday provided anecdotal evidence that its C-Pulse device is benefitting late-stage heart failure … Continue Reading
Read NowLong Ideas - Synergy Pharmaceuticals (SGYP) announced – with little detail – a positive outcome from an end-of-Phase-II meeting with the FDA regarding plecanatide, Synergy’s Guanylate Cyclase-C agonist … Continue Reading
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