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Short Ideas

Most Popular

Secretive Dilution and a Possible Equity Financing From This Week’s Headliner, MediciNova

Most Popular - It’s been a great week for Medicinova (MNOV) shareholders, who saw their holdings climb as much as 80% with the announcement that the company’s lead … Continue Reading

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Most Popular

For Amedisys, Strong Headwinds Mean That Estimates and Stock Are Going Lower

Most Popular - The Home Health Services industry remains under pressure due to regulatory scrutiny and looming reimbursement cuts. As we have written in the past, Amedisys, Inc. … Continue Reading

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Long Ideas

PropThink’s Lead Stories in Biotech

Long Ideas - On Friday, PropThink launched its database of Special Protocol Assessments, or SPAs.  These trials are, in essence, a FDA-blessed measure to mitigate clinical efficacy risk … Continue Reading

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Research

Steer Clear of OPTR’s Short And Long-Term Risks

Research - The hope remains alive that Optimer (OPTR) will somehow power through a disappointing launch and increase prescription growth sufficiently to offset the 25% discount that … Continue Reading

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Most Popular

The Music Stops For ResMed: Significant Potential Downside, and Management’s Already Grabbed A Seat

Most Popular - Shares of ResMed Inc. (RMD) have finally found their top, peaking at $48.37 in late January before dropping to the $43 level. But the downslide … Continue Reading

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Most Popular

Ampio Pharmaceuticals: Overbought and Under-Capitalized

Most Popular - Shares of Ampio Pharmaceuticals (AMPE) were on a tear in the past four weeks, climbing from $3.39 at the end of December to a recent … Continue Reading

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Long Ideas

PropThink’s Healthcare Week-in-Review

Long Ideas - The highlight of our week was Allergan’s ~$1B buyout of MAP Pharmaceuticals, a company that we recommended in early January. The acquisition came at a … Continue Reading

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