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
Read NowMost Popular - As we wrote in a note to PropThink Premium subscribers on Monday July 29 before the market open, an imbalance in the supply of stock … Continue Reading
Read NowLong 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
Read NowMost Popular - Enanta Pharmaceuticals (ENTA) IPO’d in March but remains virtually flat following an initial spike in share price. In our view, the stock is quite cheap … Continue Reading
Read NowMost Popular - At the end of June, biotech giant Celgene (CELG) made a $15M investment in a small and obscure biotech for the right-of-first-negotiation to one of its lead … Continue Reading
Read NowLong 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
Read NowLong 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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