Long Ideas - Synergy’s equity financing, which wrapped up last Tuesday, put the company in a strong position for a partnership (or M&A) negotiation regarding plecanatide. The stock … Continue Reading
Read NowLong Ideas - ICPT has a big problem, and could be headed back to its post-IPO prices, 50% lower than where they trade today. The company piqued our … Continue Reading
Read NowMost Popular - Keryx (KERX) has come back under the magnifying glass at PropThink. We hosted Dr. Scott Chambers, a patent attorney and former USPTO staff, on a … Continue Reading
Read NowMost Popular - PropThink kicked off the week by revisiting Endo Health (ENDP) and brought the scoop on Rajiv De Silva’s materializing plans for the company. De Silva, … Continue Reading
Read NowLong Ideas - Cadence (CADX) was a compelling buy last year as the sales ramp for its IV acetaminophen formulation began to improve. A position since Mr. King … Continue Reading
Read NowLong Ideas - Although Illumina was slapped with a $96M fine by a federal jury this week, the monetary penalty isn’t all that detrimental to the $6B company; … Continue Reading
Read NowLong Ideas - We kicked off the week with a quick technical blurb about Sarepta Therapeutics, although we didn’t get into the details of our bullish long-term outlook. … Continue Reading
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