Insights - We have outlined our reasoning behind certain position changes in our open/closed positions, which can be found on PropThink’s Recent Research page. Bluebird Fairly Valued … Continue Reading
PremiumInsights - Fennec Pharmaceuticals (FENC:NASDAQ) (FRX.TO:TSX) released the results of its long anticipated Phase 3 study. Interim data showed Fennec’s drug, sodium thiosulfate (“STS”) significantly reduces chemotherapy … Continue Reading
Read nowResearch - 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
PremiumResearch - 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
PremiumLong Ideas - Last July, Ultragenyx Pharmaceutical (RARE) released positive results from a phase 3 study of its enzyme replacement therapy rhGUS (recombinant human beta-glucuronidase) in the lysosomal … Continue Reading
Read nowResearch - Bluebird bio (BLUE) posted the first human results for its anti-BCMA CAR-T candidate bb2121 last evening. This is a novel indication for CAR-T products, and … Continue Reading
PremiumResearch - For a refresher, Cascadian develops tucatinib (ONT-380), an EGFR-avoiding HER2 inhibitor in mid-stage development for metastatic HER2-positive breast cancer. After two open-label studies in late-stage mBC, a shake-up in the executive suite, and a recent financing, CASC has moved forward with the 180-patient phase 2 HER2CLIMB study, hoping to pivot this study to registration status (with input from the FDA) by the end of the year.
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