As Biotech Breaks Out, Taking Profits on Some Winners
Research - A tremendous breakout for pharma and biotech stocks is underway, and it makes sense. We’ve discussed this in our recent webinars that we think the … 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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Selecta’s Latest Should Have Horizon’s Attention
Research - Selecta’s (SELB) data, presented at EULAR today, look great. Last week we outlined what to look for. Here’s a quick summary of today’s data. SEL-212 … Continue Reading
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Evaluating A Potentially Better Gout Drug
Research - Editor’s Note – We’ll be transitioning to using Team@PropThink.com for future email communications. Make sure this is added to your address book to insure proper … Continue Reading
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ASCO: Loxo Steals the Show, and Consistent Data from Bluebird
Research - ASCO is in full swing, which we covered in our last two webinars (April / May). Some of these are playing out today, most notably … Continue Reading
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Get Ready For ASCO With Our Healthcare Huddle Webinar
Research - Our May webinar covered ASCO primarily, as well as some other new and ongoing ideas in the healthcare sector. You’ll find the recording available for … Continue Reading
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On Revance’s Latest Duration of Benefit Data With RT002
Research - Revance Therapeutics (RVNC) reported topline data from their long-running cervical dystonia study with RT002 last night. Most importantly, all three cohorts (<200units, 200-300 units, and … Continue Reading
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Migraine Space Consolidation Hasn’t Slowed
Research - Sure enough, Sage’s (SAGE) phase 3 STATUS data have leaked into the third quarter. Our suggestion for some August hedge protection may still work, as … Continue Reading
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