Insights - Our entire editorial team was in San Francisco this week for the annual confluence of biotech conferences – JP Morgan Healthcare, Biotech Showcase, and OneMedForum … Continue Reading
Read nowRecap - Mr. Deryugin started off the week updating the thesis on antibiotic developer Cubist Pharmaceuticals (CBST), which acquired Trius Therapeutics (TSRX) and Optimer Pharmaceuticals (OPTR) in 2013. Cubist missed … Continue Reading
Read nowResearch - 2013 has been a year of change in the landscape for publicly traded antibiotic developers, driven by Cubist Pharmaceuticals’ (CBST) high-profile acquisitions of competitors Trius … Continue Reading
Read nowMost Popular - For those that missed our press release on Friday, PropThink will be hosting a live interview and Q&A with Dr. Mark Murray, CEO of Tekmira Pharmaceuticals (TKMR) (TKM.TO) on Thursday, October 3 … Continue Reading
Read nowLong Ideas - It’s been just under five weeks since the PropThink team laid out the investment thesis for Diadexus (DDXS). We said, “We calculate a probability weighted … Continue Reading
Read nowLong Ideas - ResMed (RMD) is suing a new and low-cost competitor in the Continues Positive Airway Pressure market. The target, 3B Medical, isn’t taking the litigation lying … Continue Reading
Read nowLong 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
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