Long Ideas - Shares of ViroPharma soared by 25% on Friday as Bloomberg reported that the drug developer has hired Goldman Sachs to explore takeover offers following interest … Continue Reading
Read NowLong Ideas - The Amarin (AMRN) run-up has been in full swing this month. Recall that in June, Mr. King outlined why he expected a robust run-up into the FDA … Continue Reading
Read NowLong Ideas - Orexigen (OREX) is getting interesting again. The obesity drug developer – perhaps Goldilocks’ perfect bowl after two previous attempts (ARNA, VVUS) – iterated this week that … Continue Reading
Read NowLong 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 NowMost Popular - Sunshine Heart (SSH), in its first ever quarterly conference call on Wednesday, provided more anecdotal evidence that its C-Pulse device is benefitting late-stage heart failure … Continue Reading
Read NowLong 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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