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Long Ideas

Long Ideas

Here Are Some of PropThink’s Top Healthcare Investments from The Last Week

Long Ideas - Curis (CRIS) has been around for quite some time with little to show for it but a significant long-term loss and some dud product candidates. … Continue Reading

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Long Ideas

Incyte is Positioning for a Strong 2nd Half

Long Ideas - Incyte (INCY), which markets Jakafi (ruxolitinib) for the treatment of myelofibrosis, is well positioned for a strong 2nd half of 2013, as a host of … Continue Reading

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Long Ideas

Curis’ Differentiated Oncology Approach Is Worth More than the Market Suggests

Long Ideas - Update: On the morning of July 15th, Curis announced that the European Commission granted the conditional approval of Erivedge (vismodegib)  for the treatment of adult patients with … Continue Reading

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Long Ideas

Another New Marketing Effort Spotlights Questcor’s Long-Term Potential

Long Ideas - Questcor (QCOR) is getting some love Thursday morning following an announcement that the company will be pursuing the commercialization of H.P. Acthar Gel in respiratory … Continue Reading

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Long Ideas

Acorda Therapeutics is Expanding its Franchises to Drive Long-Term Growth

Long Ideas - Ahead of key Phase II data for Ampyra, we believe that shares of Acorda Therapeutics (ACOR) are worth a look. The company will release Phase … Continue Reading

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Long Ideas

Investors Have Completely Overlooked diaDexus’ Asymmetric Risk/Reward

Long Ideas - With the majority of statins now generic, pharmaceutical companies are on the hunt for the next blockbuster cardiovascular drug to replace what was once a … Continue Reading

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Long Ideas

BioDelivery Sciences’ Debt Deal Puts Inflection Points Within Range

Long Ideas - BioDelivery Sciences (BDSI) on Monday entered into a $20 million senior secured loan with MidCap Financial and issued to the group a warrant to purchase … Continue Reading

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