PropThink’s Week in Healthcare Equities
Long Ideas - Mr. Deryugin had an inkling that Immunomedics would get some attention this year for its ADC program, and the stock has climbed 25% since PropThink’s … 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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For the Long-Term Investor, Sarepta’s Immediate Events Matter Little
Long Ideas - PropThink’s readers will be aware of our bullish outlook on Sarepta Therapeutics (SRPT), and Thursday’s commentary that a NDA filing may still be months away … Continue Reading
Read nowKeryx: Attractive In Front Of Catalyst-Rich Second Half
Long Ideas - Shares of Keryx Biopharmaceuticals (KERX) continue to trade within a tight range, but with several catalyzing events approaching, we believe the stock is ready to … Continue Reading
Read nowTrading 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
Read nowSuccessful Capital Raise, Data for Lead Candidate, and Small Float Opportune for Stemline
Long Ideas - Stemline Therapeutics (STML) completed its IPO in January of this year, (the company was founded in 2003), and as its name implies, the company develops cancer therapies … Continue Reading
Read nowSynergy is A Straightforward Opportunity: Trial Results At DDW Back Plecanatide
Long Ideas - It doesn’t get much better than this, and Synergy Pharmaceuticals (SGYP) remains a favorite PropThink idea. The company’s lead drug candidate, plecanatide, has demonstrated strong … Continue Reading
Read nowCubist Commands the Courtroom: Investors Can Now Focus On Long-Term Story
Long Ideas - Things are looking up for Cubist Pharmaceuticals (CBST). As we speculated last week, a key piece of Cubist’s ongoing litigation with Hospira has gone in … Continue Reading
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