A Few Takeaways from Our Interview with Sunshine Heart
Long Ideas - On Tuesday September 3rd, we hosted an interview and Q&A with Sunshine Heart (SSH) CEO David Rosa; a transcript of the call is available at … Continue Reading
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Obesity & PD-1: History Doesn’t Repeat But It Rhymes
The early innings of the obesity landscape is starting to take shape, and it seems to be forming similar patterns...
Read NowModular Medical Submits 510(k) for Insulin Patch Pump
Modular Medical (MODD) announced the 510(k) submission of their MODD1 insulin pump to the FDA last week. On average, the FDA takes approximately...
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Even With Volatility in the Macro, We’re Finding Opportunities; PropThink’s Weekly Rundown
Long 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 nowOrexigen’s Stock Is Beating out the Competition: Here’s the Trade
Long Ideas - Last December, we called Orexigen (OREX) the obesity stock to own in 2013. Thus far, we’ve been spot on. Arena (ARNA) and Vivus (VVUS) have … Continue Reading
Read nowBioLife Solutions’ Second Half Could Hold Surprise Upside
Long Ideas - BioLife Solutions, the Bothell, WA based supplier of biopreservation media products and contract manufacturer, has climbed over 100% since our April report on the company. … Continue Reading
Read nowCuris Is Expanding An Early Trial of Its Experimental Treatment for Blood Cancers; That’s Good News for Investors
Long Ideas - Curis (CRIS) early in August added two new cohorts to its ongoing Phase I study of CUDC-907 and increased target enrollment in the study from … Continue Reading
Read nowPropThink’s Top Stories, Trades, and Insights from Another Week in Biotech
Long 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 nowOne of ChemoCentryx’s Phase III Trials Just Failed
Insights - ChemoCentryx (CCXI) announced on Friday before the open that the Phase III SHIELD-1 study, testing the chemokine receptor inhibitor vercirnon in patients with moderate-to-severe Crohn’s … Continue Reading
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