A Recap of PropThink’s Top Trades this Week
Most Popular - Our open conference call with Tekmira Pharmaceuticals’ (TKMR) CEO Dr. Mark Murray on Thursday afternoon was a success on a number of fronts – participation, … Continue Reading
Read nowSearch Results for orexigen
PropThink’s Lead Stories in Biotech from the Labor Day Week
Long Ideas - The Amarin (AMRN) run-up has been in full swing this month. Recall that in June, Mr. King outlined why he expected a robust run-up into the FDA … Continue Reading
Read nowEven With Volatility in the Macro, We’re Finding Opportunities; PropThink’s Weekly Rundown
Long Ideas - Orexigen (OREX) is getting interesting again. The obesity drug developer – perhaps Goldilocks’ perfect bowl after two previous attempts (ARNA, VVUS) – iterated this week that … 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 nowThreshold Pharmaceuticals – A Derivative Trade on Ziopharm’s Upcoming Data
Long Ideas - Investors in Ziopharm Oncology (ZIOP) eagerly await the release of top-line data from the phase 3 trial, PICASSO III, of Palifosfamide in first-line metastatic Soft … Continue Reading
Read nowPropThink’s End-of-Week Recap
Most Popular - We spent the week in San Francisco for the JP Morgan and Biotech Showcase conferences, which proved invaluable for idea generation, networking, and the solidifying of some … Continue Reading
Read nowPropThink’s Biotech and Healthcare Recap
Long Ideas - Happy Holidays from the team at PropThink! Our report on Trius Therapeutics tackled the short thesis, repudiating the focal points of the bear argument. Shares are, … Continue Reading
Read now