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Expert Financial Analysis and Reporting

Archive for December, 2011

Upgrading Dendreon To Buy (DNDN, $6.55)

Introduction Over the last few months, I have been speaking to physicians and researchers who are using and studying Provenge. Based on my research, I am recommending purchase of Dendreon. This note summarizes the opinions of the diverse group of people that I listened to and interviewed. I have grouped their comments into four categories: […]

Antares Is Initated As A Buy Based On Broad, Promising Pipeline (AIS, $2.59)

Investment Opinion I am recommending purchase of Antares (AIS) at the current level of $2.59. My 2015 price target is $6.70. Antares has a broad array of products based on its self-injection and gel formulation drug delivery technologies. Its partners are currently marketing four Antares products and there are eight more in development. I estimate […]

Initiating Coverage of MAP Pharmaceuticals with A Buy Based On Potential for Levadex (MAPP, $13.35)

Investment Opinion Map Pharmaceuticals is poised to introduce its first commercial product, Levadex (inhaled dihydroergotamine) that is indicated for treating acute migraine attacks. I consider Levadex to be a very important new drug with significant commercial potential. The PDUFA date is March 26, 2012.   Triptans (Imitrex, Axert, Frova, Maxalt, Relpax, Treximet and Zomig) are […]

Libi-Gel Phase III Trial Results Should Be Released Shortly (AIS, $2.73)

Investment Overview One of the eleven products that Antares has in late stage development is Libi-Gel for treating female sexual dysfunction based on testosterone replacement. This product is licensed to BioSante for the US and certain foreign markets while Antares retains rights for Europe.   The phase III trials for Libi-Gel are expected to be […]

Collaboration with Teva on Self-Injected Drugs Is the Major Driver of the Investment Thesis (AIS, $2.68)

Investment Thesis In my initial report on Antares, I recommended purchase based importantly on the potential for its self-injection technology. One of the mega-trends in the world pharmaceutical industry is the increasing importance of injectable drugs. Antares cites projections that injectable drugs (largely biologic agents) will account for 50% of the top selling drugs in […]

Approval of Anturol Is Significant Positive (AIS, $2.68)

Anturol Approval is A Major Positive Recently, I wrote a note about Anturol discussing its therapeutic profile and the commercialization agreement with Watson. I also wrote an earlier report in which I recommended purchase of Antares. I thought that Anturol had a very high probability for approval, but the FDA has been so risk adverse […]

Anturol’s December 8th PDUFA Date Is Looming (AIS, $2.77)

Introduction I recently began coverage of Antares with a buy. The basis of my recommendation was the exceptional pipeline of drugs that the company is working on. In my initial report, I could not go into great detail on each of these products so that I plan a series of reports that focus on just […]

Antares Initiated As A Buy (AIS, $2.59)

Investment Opinion I am recommending purchase of Antares (AIS) at the current level of $2.59. My 2015 price target is $6.70. Antares has a broad array of products based on its self-injection and gel formulation drug delivery technologies. Its partners are currently marketing four Antares products and there are eight more in development. I estimate […]

How Big is the Chronic Refractory Gout Market Addressed by Krysrexxa? (SVNT, $2.28)

Introduction The size of the chronic refractory gout market that Krystexxa targets have been a concern to investors and some believe that the slow takeoff of Krystexxa signals that this is a very small patient population. Because there has been no effective drug therapy, there is almost no experience to draw on to help estimate […]