Research - 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 nowInsights - NPS Pharmaceuticals (NPSP) shares traded down 14% on Wednesday, despite reporting strong third quarter results and raising guidance for 2013. The weakness appears to stem … Continue Reading
Read nowMost Popular - At PropThink, the story of the day on Friday was the sell-off in Endocyte, Inc (ECYT). Endocyte‘s lead asset is vintafolide, a folate receptor-targeting small … Continue Reading
Read nowLong Ideas - On October 3, 2013, PropThink hosted an interview and investor Q&A with Tekmira Pharmaceuticals’ (TKMR) CEO Dr. Mark Murray. A recording and transcript of that … Continue Reading
Read nowLong Ideas - ChemoCentryx (CCXI), which we originally recommended on August 5 as a play on upcoming Phase III data for the company’s lead drug candidate vercirnon, has … Continue Reading
Read nowLong Ideas - Regeneron Pharmaceuticals (REGN), due in large part to the continued growth of Eylea, has become the world’s 5th largest biotechnology company by market capitalization. Regeneron, … Continue Reading
Read nowLong Ideas - Shares of Alexion Pharmaceuticals (ALXN) have seen a choppy 2013 as concerns over Soliris supply and growth met rumors that Roche (RHHBY) was seeking to … Continue Reading
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