MAKO Surgical: Burden of Proof Still on Management
Most Popular - MAKO Surgical’s (MAKO) first quarter results did little to inspire our confidence in this battered and bruised story, but for those that truly believe in … 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
Regeneron: Solid Q1 Creates Platform for Further Upside
Long Ideas - Since our original report on Regeneron Pharmaceuticals (REGN) in mid-December, shares of the company have rallied over 47%, versus a rise of over 27% for … Continue Reading
Read nowPreviewing MAKO Surgical’s First Quarter: A Pivotal Earnings Release
Insights - Within biotechnology and the broader healthcare sector, investor sentiment often reaches extremes. A company might be heralded as a revolution in medicine and see its … Continue Reading
Read nowThe ODAC Postmortem: Lessons Learned Part 2, Delcath Systems
Most Popular - In part 2 of the ODAC postmortem (see Part 1 on Aveo Oncology [AVEO] here), I will share my thoughts on the outcome of the … Continue Reading
Read nowPropThink’s Biotech Longs and Shorts this Week
Long Ideas - This week was dominated by a number of binary events (which we outlined on Monday), two of which played out against us; Dr. Chaudhry expected that … Continue Reading
Read nowPicking Up What’s Left of Aveo
Long Ideas - Although shares of Aveo Oncology (AVEO) were crushed this week by a negative vote from the FDA’s Oncologic Drugs Advisory Committee regarding tizozanib (see Dr. … Continue Reading
Read nowThe ODAC Postmortem: Lessons Learned Part 1, AVEO
Most Popular - Yesterday was a dark day for those holding Aveo Oncology (AVEO) or Delcath Systems (DCTH) through the FDA’s Oncologic Drugs Advisory Committee meeting. I was … Continue Reading
Read now