PropThink’s Biotech Longs and Shorts this Week
Long Ideas - This week was dominated by a number of binary events (which we outlined on Monday), two of which played out against us; Dr. Chaudhry expected that … Continue Reading
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Zogenix Poised for 40% Haircut as Zohydro Decision Approaches
Most Popular - Co-written by Jake King and Rajesh Patel, Ph.D. Zogenix (ZGNX) currently awaits an approval decision from the FDA on Zohydro ER (extended release), a hydrocodone … Continue Reading
Read NowThe PropThink Recap: Finding Value in Biotech
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 NowSynergy is On Sale: Why This Opportunity Shouldn’t Be Missed
Long Ideas - On April 9, Synergy Pharmaceuticals (SGYP) reached a new 52-week intra-day high of $7.44, driven by a Cantor Fitzgerald analyst report highlighting more detailed trial … Continue Reading
Read NowAveo’s Inflection Point: Tivozanib Likely To Receive Positive Advisory Vote, FDA Approval
Long Ideas - On May 2, 2013, AVEO Oncology (AVEO) is set to face the FDA’s Oncologic Drugs Advisory Committee (ODAC) for a review of the company’s New … Continue Reading
Read NowThe Beginning of a Shift at Tekmira: From Focus on Delivery, to Therapy
Long Ideas - Tekmira’s (TKMR) story over the last few years has largely been focused on its siRNA delivery technology, lipid nanoparticles (LNPs), and the ability of the … Continue Reading
Read NowPropThink’s Biotech Roundup
Long 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
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