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Long Ideas

Long Ideas

ChemoCentryx: Upcoming Phase III Data Readout to Catalyze Shares

Long Ideas - Since making their public debut in February 2012, shares of ChemoCentryx (CCXI) have risen less than 23%, underperforming the NASDAQ Biotechnology Index’s nearly 64% rise … Continue Reading

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Long Ideas

The Weekly Rundown: Some Unexpected Events and Some Profitable Trades

Long Ideas - The story of the week at PropThink was BioCryst Pharmaceuticals (BCRX), a short that rapidly went in the wrong direction as a series of unpredictable … Continue Reading

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Long Ideas

As Roche Circles, Alexion’s Q2 Results Highlight Standalone Value

Long Ideas - Shares of Alexion Pharmaceuticals (ALXN) have seen a choppy 2013 as concerns over Soliris supply and growth met rumors that Roche (RHHBY) was seeking to … Continue Reading

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Long Ideas

Onconova’s Public Debut: What You’ll Want to Know

Long Ideas - On Thursday, July 25th, Onconova Therapeutics (ONTX) makes its debut on the NASDAQ Global Market as the 27th biotech IPO of 2013. It’s been a … Continue Reading

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Long Ideas

Even at All-Time Highs, Illumina’s Q2 Results Support Continued Upside

Long Ideas - Since we initiated in-depth coverage of Illumina (ILMN) on November 1, 2012, shares of the gene sequencing company have soared over 66% through the close … Continue Reading

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Long Ideas

Four Months After IPO, Enanta Pharmaceuticals Carries A Compelling Valuation Next to Hepatitis Peers

Long Ideas - Since making their market debut in March, shares of Enanta Pharmaceuticals (ENTA) have remained virtually flat, excluding a post-IPO pop (shares closed at $17.18 on … Continue Reading

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Long Ideas

Positive for Ironwood is Positive for Synergy

Long Ideas - Ironwood Pharmaceuticals (IRWD) reported 2Q earnings on Tuesday morning, trouncing analyst estimates for sales of Linzess and assuaging a major overhang on the stock. The … Continue Reading

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