Here’s What Happened at PropThink This Week
Long Ideas - Cadence (CADX) was a compelling buy last year as the sales ramp for its IV acetaminophen formulation began to improve. A position since Mr. King … 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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Cadence is Tiring Out and Generic Risks Suggest Taking Profit
Most Popular - Shares of Cadence Pharmaceuticals (CADX) have run too high too fast, and although fundamentals have improved significantly in the last year, we believe the stock … Continue Reading
Read nowEndo Health’s New CEO Will Be Revealing His Strategy – Good News for Investors?
Long Ideas - Chatter on the specialty pharma front is that Endo Health’s (ENDP) newly hired CEO will be shaking hands with shareholders in a multi-city road show … Continue Reading
Read nowA Simple Strategy to Benefit from a Rare Biotech Situation: The Non-Halted AdCom
Most Popular - On the American equity exchanges, trading halts occur primarily for two reasons: news dissemination and extreme volatility. Halting an equity for a pending regulatory decision is often … Continue Reading
Read nowBioMarin: Gains to Continue as Pipeline Progress is Realized
Long Ideas - Since our last report on BioMarin Pharmaceutical (BMRN) in late December, shares of the San Rafael, California based company have solidly outperformed the broader biotechnology … Continue Reading
Read nowPropThink’s Weekend Healthcare Wrap-Up
Long Ideas - The EMA’s advisory body took investors by surprise on Friday and announced that they would be recommending Halozyme (HALO) and Baxter’s (BAX) HyQvia for approval … Continue Reading
Read nowHalozyme Is Attractive Again After EU Opinion on HyQvia
Long Ideas - Friday morning, Halozyme Therapeutics (HALO) and one of its commercial partners, Baxter International (BAX), announced that the European Union’s Committee for Medicinal Products for Human Use (CHMP) … Continue Reading
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