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Short Ideas

Short Ideas

Liquidity and a Discounted Deal Aren’t Ideal for this Chancy Biotech Equity

Short Ideas - Intercept Pharmaceuticals (ICPT) on Monday morning announced the sale of 1.73 million shares of common stock (2 million with underwriter’s over-allotment) in a deal that … Continue Reading

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Long Ideas

The Wrap-Up: PropThink’s Top Picks this Week

Long Ideas - ResMed (RMD) is suing a new and low-cost competitor in the Continues Positive Airway Pressure market. The target, 3B Medical, isn’t taking the litigation lying … Continue Reading

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Short Ideas

Zogenix Is Having a Hard Time with its Capital Needs

Short Ideas - Zogenix (ZGNX) in a press release Wednesday morning said that it is undertaking cost-control initiatives in order to achieve key business milestones in 2013, including: … Continue Reading

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Long Ideas

Trading Biotech: A Taste of PropThink this Past Week

Long Ideas - Sunshine Heart has rallied 20% since dropping to $5.00 in mid-May following an equity financing. PropThink’s subscribers knew to buy the dip, and on Monday, … Continue Reading

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Long Ideas

PropThink’s Weekly Biotech Round-Up

Long Ideas - Cell therapy developers Athersys and Cytomedix target the immense stroke treatment market. Mr. Napodano laid out the theses for these two stem cell developers, although … Continue Reading

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Long Ideas

Weekly Recap: A Few of Our Latest Trades in Healthcare

Long Ideas - For those that missed it last week, Dr. Chaudhry offered an educational, retrospective look at both AVEO and DCTH’s advisory panel votes. In addition, we … Continue Reading

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Long Ideas

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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