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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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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Revisiting Synergy Ahead of An Event-Driven Week: Plecanatide Data is Forthcoming
Long Ideas - This Tuesday, Synergy Pharmaceuticals (SGYP) will release the full data set from its recently completed trial for lead candidate plecanatide at the annual Digestive Disease … Continue Reading
Read nowValue Investors Take Note: Fire Sale on this Heart Failure Asset
Long Ideas - With a capital raise recently out of the way and a pivotal trial enrolling towards a regulatory filing in the U.S., Sunshine Heart’s (SSH) $60M … Continue Reading
Read nowAhead of Incremental Catalysts, Immunomedics’ Options are Compellingly Priced
Long Ideas - Since our original March 1 report highlighting Immunomedics (IMMU) as an inexpensive biotech with a novel platform and deep pipeline, shares have risen by 28.82%, outpacing … Continue Reading
Read nowMarkman Hearing A Likely Clearing Event For Cubist: Decision Any Day
Long Ideas - Shares of Cubist Pharmaceuticals (CBST) have not significantly participated in the market rally, and relative to biotech peers, CBST has lagged on performance as well; … Continue Reading
Read nowWeekly 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
Read nowOnyx Coexisting with Celgene, Expanding Market – And Revenues Show It
Long Ideas - Since our original report on Onyx Pharmaceuticals (ONXX) in March, shares of the oncology drug developer have risen 14.8%, versus a 13.05% rise for the … Continue Reading
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