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  • Overpriced Expectations: Alcobra Will Get To Second Base, But No Home Run. Options Are Mispriced For An Unlikely Event [View article]
    An additional consideration: the exclusivity classification of metadoxine. As a salt of pyridoxine, NCE isn't a shoe-in (somewhat grey area of regulation, though quickly becoming more clear). The company may be able to argue "combination product" following February draft guidance on fixed-dose combinations. Either way, certainly wouldn't count on regulatory exclusivity, which means reliance on IP portfolio. Not a bombproof estate, currently.
    Sep 30, 2014. 09:53 PM | 2 Likes Like |Link to Comment
  • Canadian Acquisitions: QLT Inc. Fits The Trend [View article]
    On June 26, Auxilium (AUXL) announced that it is merging with QLT Inc (QLTI), largely for tax benefits.

    Our full story - http://bit.ly/1qem1dk
    Jun 26, 2014. 09:44 AM | Likes Like |Link to Comment
  • An Encouraging Quarter, Ironwood One To Keep On The Radar In 2014 [View article]
    The advertising campaign started in early April, so no impact on first quarter figures. You should be looking at the next few quarters for results from the campaign.
    May 1, 2014. 06:42 PM | 2 Likes Like |Link to Comment
  • Next Chapter In The Acorda Story Will Be A Page Turner [View article]
    Thanks TimeOn. Timing is difficult but will be an interesting 2014/15.
    Apr 10, 2014. 05:44 PM | Likes Like |Link to Comment
  • Behind The Scenes With Proactive, Inovio And Unilife [View article]
    Nice expose Pearson
    Mar 27, 2014. 10:47 AM | 7 Likes Like |Link to Comment
  • Behind The Scenes With Dream Team, CytRx And Galena [View article]
    Great work Pearson! Muck-raking at its finest.
    Mar 13, 2014. 10:31 AM | 9 Likes Like |Link to Comment
  • Sunshine Heart: An Elementary Question Reveals A Profound Problem [View article]
    Scrying, we're taking a similar stance. We'd like to see execution on improved enrollment before recommending a Long position. Our full commentary is posted at PropThink.com.
    Mar 12, 2014. 01:49 PM | Likes Like |Link to Comment
  • Sunshine Heart: An Elementary Question Reveals A Profound Problem [View article]
    Scrying, agree that the plethora of bullish commentary on a company years from its one major inflection point has riled investors prematurely. Enrollment speed poses a legitimate concern, but the company is aware and taking steps to address the issue; lets see where things stand after Q1, Q2 before jumping to conclusions.
    Mar 11, 2014. 10:36 AM | 3 Likes Like |Link to Comment
  • Investors Are Coming Back Around On XenoPort [View article]
    B1 seems to be company guidance at this point, smart in that the company is walking down investor expectations. Will BIIB step in and buy them? Too difficult to call, and a thesis on which we would not base a long position. Better to stick with the commercial potential - if 829 is real, they'll certainly find a partner.
    Feb 17, 2014. 06:15 PM | Likes Like |Link to Comment
  • Why Doctors, Dialysis Providers And Investors Are Excited About Zerenex [View article]
    PropThink covered the Zerenex IP/NCE discussion in detail early in the year. Here are a few links for those interested.

    http://bit.ly/1e8I6l3

    http://bit.ly/XdWp1a
    Nov 15, 2013. 05:25 PM | Likes Like |Link to Comment
  • Investors Have Completely Overlooked DiaDexus' Asymmetric Risk/Reward [View article]
    This was far from a sure bet. As mentioned above, expectations were low and should be lower, if not zero, now.

    Frankly, it's difficult to say anything about the trial besides darapladib, and the lowering of Lp-PLA2, did not improve CV outcomes. That's pretty final. Will be curious to hear more about subsets, but this is no wonderdrug.
    Nov 13, 2013. 09:24 AM | Likes Like |Link to Comment
  • Onconova's Public Debut: What You'll Want To Know [View article]
    http://bit.ly/1fwC6mq
    Nov 11, 2013. 12:37 PM | Likes Like |Link to Comment
  • Onconova's Public Debut: What You'll Want To Know [View article]
    A bit of a head-scratcher. Urinary tox is unnerving and may be leading investors to vacate given company is still playing with optimal dose. Overall, risk/reward is more favorable than ever and we remain long, looking to average down.
    Nov 11, 2013. 11:03 AM | Likes Like |Link to Comment
  • Investors Have Completely Overlooked DiaDexus' Asymmetric Risk/Reward [View article]
    Thanks ThinkTrade; your observations are noted. Either way, it's been a great trade. Playing for free now.
    Oct 7, 2013. 08:47 AM | Likes Like |Link to Comment
  • ImmunoCellular Stagnates With Trial Read-Out Still Months Away [View article]
    We took some flack for our suggestion that IMUC would stagnate following the quarterly. However, our call was spot-on.

    The stock is now starting to shape up for a breakout. We suspect the move will be to the upside given the prevailing long-term trend and interest from run-up traders ahead of the pivotal trial results.
    Sep 11, 2013. 03:45 PM | 1 Like Like |Link to Comment
COMMENTS STATS
60 Comments
48 Likes