Incyte is Positioning for a Strong 2nd Half
Long Ideas - Incyte (INCY), which markets Jakafi (ruxolitinib) for the treatment of myelofibrosis, is well positioned for a strong 2nd half of 2013, as a host of … Continue Reading
Read nowMust Read
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...
PremiumLatest Posts
Alcobra News Flow Ramps in 2H13; Should Provide Liquidity and Visibility
Insights - Recent-IPO Alcobra Ltd. (ADHD) has been on a tear over the last 10 days, and while the stock has gotten away from us since we … Continue Reading
PremiumCuris’ Differentiated Oncology Approach Is Worth More than the Market Suggests
Long Ideas - Update: On the morning of July 15th, Curis announced that the European Commission granted the conditional approval of Erivedge (vismodegib)  for the treatment of adult patients with … Continue Reading
Read nowRead PropThink’s Top Biotech Stories From This Past Week
Recap - Darapladib failed two mid-stage studies in 2008, yet GlaxoSmithKline (GSK) moved the cardiovascular drug into Phase III trials nonetheless. While most investors consider the large … Continue Reading
Read nowAnother New Marketing Effort Spotlights Questcor’s Long-Term Potential
Long Ideas - Questcor (QCOR) is getting some love Thursday morning following an announcement that the company will be pursuing the commercialization of H.P. Acthar Gel in respiratory … Continue Reading
Read nowAcorda Therapeutics is Expanding its Franchises to Drive Long-Term Growth
Long Ideas - Ahead of key Phase II data for Ampyra, we believe that shares of Acorda Therapeutics (ACOR) are worth a look. The company will release Phase … Continue Reading
Read nowInvestors Have Completely Overlooked diaDexus’ Asymmetric Risk/Reward
Long Ideas - With the majority of statins now generic, pharmaceutical companies are on the hunt for the next blockbuster cardiovascular drug to replace what was once a … Continue Reading
Read now