Antares: Xyosted is Approved; Let the Good Times Roll (ATRS, Buy, $3.77)Investment Thesis At Last, Three Major Product Approvals in 2018 It has been a torturous wait for Antares’ very promising pipeline to… Antares: Recent Launch of Makena Subcu Auto Injector and Probable Launches of Xyosted and AB Rated Generic to EpiPen Could Make for an Outstanding Price Performance in 2018 (ATRS, Buy, $2.36)Key Investment Issues In this report I focus on three very important product related issues that will likely drive the… Antares: FDA Comments from Type A Meeting Are a Best Case Outcome for Xyosted (ATRS, $2.13, Buy)Management Comments on Type A Meeting Antares released the following comment on March 27, 2018 that deals with the Complete Response… Antares Pharma: My Hypothesis on Issues that Resulted in the CRL for Xyosted and Potential Timing of Approval (ATRS. Buy, $1.63)Investment Thesis Xyosted is viewed by investors as the most important product in Antares” broad pipeline. In anticipation of approval… Antares: Approval of Xyosted is a Matter of When, Not If (ATRS, $2.12, Buy)The Issue Antares received a complete response letter for Xyosted that did not cite any questions relating to efficacy, manufacturing, quality… Antares Pharma: FDA Action to not Approve Xyosted on its October 20, 2017 PDUFA Date is Perplexing (ATRS, Buy, $2.23)Overview Investors have had high confidence that Xyosted would be approved by the FDA on its October 20, 2017 PDUFA date.… Antares: AMAG Submits Supplemental New Drug Application to FDA for Makena® Auto-Injector for Subcutaneous Use: (Antares (ATRS, Buy, $2.86)AMAG announced on April17, 2017 that it had submitted a sNDA for the Makena Auto-Injector. This was in line with… Antares: Pipeline is Bursting with Late Stage Products (ATRS, $2.77, Buy)Key Points: Antares has an impressive portfolio of seven new products that could lead to explosive growth over the next… AMAG Pharmaceuticals: Will FDA Approve Makena SC (AMAG, Neutral, $21.75)Importance of Makena SC to AMAG? AMAG is engaged in a high stakes clinical development program in which it is endeavoring… AMAG and Antares: Update on the Development of Makena SC (AMAG, Neutral, $24.40) (ATRS, Buy, $2.04)Key Points: Recent announcement that AMAG will not pursue Orphan Drug Exclusivity for Makena SC has hammered the stock of… Antares: Teva Projects Launch of AB Rated Generic to EpiPen in Early 2018 (ATRS, Buy, $1.87)Eyal Desheh is the Chief Financial Officer of Teva. During the recent third quarter conference call, he answered a question… Antares: Some Key Points from 3Q, 2016 Conference Call (ATRS, Buy, $1.84)Investment Opinion In my opinion, Antares is substantially undervalued. My price target is $6 60 in 2018. The thinking behind this… Antares: Updates on QST and AB Generic to EpiPen; Reiteration of Buy Recommendation (ATRS, Buy, $1.65)Overview and Investment Opinion In my opinion, Antares is substantially undervalued. My price target is $6 60 $8 in 2018 and… Antares; Are Mylan's Woes A Potential Positive for AB Rated Generic to EpiPen (ATRS, $1.37, Buy)You cannot turn on the business news channels without hearing extensive comments and condemnation by pundits and politicians about Mylan's aggressive… Antares: Comment on Strength in the Stock Price (ATRS, $1.29, Buy)A number of people have asked me if I know of any specific reason for the strength in Antares's stock… Antares Pharmaceuticals: Teva Launches AB Generic to Imitrex (ATRS, Buy, $1.06)Teva announced today the launch of its AB rated generic to Imitex (sumatriptan). Remember that Antares books revenues from Teva… Antares Pharmaceuticals: Highlights on Makena from AMAG Pharmaceuticals Analyst Day (ATRS, $1.14, Buy)Report Overview Antares and AMAG Pharmaceuticals are jointly developing a new subcutaneous formulation of AMAG’s key drug Makena which is currently… Antares: Presentation Highlights from Deutsche Bank Conference (ATRS, Buy, $0.97)Overview I listened to CEO Bob Apple speak at the Deutsche Bank conference and wanted to pass along a few pieces… Antares: AMAG Issues Guidance on Timing of Subcutaneous Makena (ATRS, Buy, $1/05)I recently wrote a report on Antares entitled Makena has the Potential to Make a Very Significant Contribution to EPS that… Antares: An Outstanding Product Pipeline Promises Dramatic Growth Through 2022 (ATRS, Buy, $0.92)Investment Thesis in Brief If you like numbers, you will like this report. It is a very detailed analysis of the… Antares: Makena Has the Potential to Make a Very Significant Contribution to EPS (ATRS, $0.85. Buy)Investment Thesis The launch of Otrexup has been extremely disappointing in contrast to my high expectations. Medac launched a competitive… Antares: Disappointing News on AB Rated Version of EpiPen (ATRS, $0.95)Investment Perspective Teva filed a 6-K regulatory document last night that stated: “Teva received a complete response letter on February 23, 2016 relating… Antares: Undeterred by the Poor Stock Performance I Continue to Pound the Table (ATRS. Buy, $1.30)Upcoming Catalysts This is a detailed note updating my thinking on Antares and discussing how I come up with my 2017… Antares: An Update on My Investment Thinking (ATRS, Buy, $1.33)Investment Thesis This has been a very disappointing year for Antares investors; the stock closed at $2.57 on December 31, 2014… Antares: The Stock Price Does Not Reflect the Fundamentals (ATRS, $1.60, Buy)Introduction Antares recently updated its corporate presentation on their website. .There were several slides in the presentation that reinforce my confidence… Quick Take on Antares Following 2Q, 2015 Conference Call (ATRS, Buy, $2.10)Investment Opinion Antares stock has been pummeled by the “so far” disappointing launch of Otrexup and uncertainty as to when or… Antares: One of My Top Stock Picks for 2015 and 2016 (ATRS, Buy, $2.40, For Paid Subscribers)Introduction to Report One of my assets is also one of my biggest drawbacks. When I am writing on a Company… Comments on Agenus and AntaresSmithOnStocks Mailbox My mailbox comments are brief articles on stocks in which I am involved. These can come from… Comments on Antares, Kite Pharma and Northwest BiotherapeuticsSmithOnStocks Mailbox My mailbox comments are brief articles on stocks in which I am involved. These can come from… Comments on Antares, Agenus, Cytokinetics, Discovery Laboratories and ZS PharmaSmithOnStocks Mailbox Antares: Teva Offer to Buy Mylan Should Have No Effect on Launch of AB Rated Generic to EpiPen (ATRS, $2.76, Buy)Overview Subsequent to my posting of my recent update on Antares, I have seen that Teva has made an offer to… Antares: Detailed Sales and Earnings Projections for 2015 and 2016 (ATRS, Buy, $2.77, subscription required)Investment Thesis Antares Pharmaceuticals: Highlights of Presentation at JP Morgan Conference (ATRS, $2.36. Buy)Investment Overview Antares has hit a somewhat dis-settling stretch as Otrexup prescriptions have recently flattened and the FDA recommended that additional… Delay in Quick Shot Testosterone Clinical Program is Not a Major Setback for the Stock (ATRS, Buy, $2.53)Antares sent out a press release today about a new development in the Quick Shot Testosterone phase 3 program. The Company… Antares: Responding to Two Questions on Teva’s AB Rated Competitor to EpiPen (ATRS, Buy, $2.44)Purpose of the Blog I very much appreciate questions and feedback from subscribers to my website. I have had two recent… Antares: Highlights of CEO’s Presentation at Piper Jaffray Conference (ATRS, Buy, $2.46)Overview I tuned in to the Antares presentation at the Piper Jaffrey conference on December 2, 2014 to listen to what… Antares: 2015 Could Be the Breakout Year for the Stock (ATRS, $2.24, Buy)
I project 2015 sales of Otrexup at $22 million; if so, it would be generating profit in the latter half… Antares: Thoughts on FDA Briefing Documents for September 17th Advisory Committee Meeting on Testosterone Replacement Products (ATRS, $2.14, Buy)
The FDA does not appear to be concerned about cardiovascular risk with testosterone replacement products so this is a major… Antares Pharmaceuticals: An Update on Key Issues (ATRS, Buy, $2.14)Investment Thesis Antares (ATRS) common has been hit with a storm of concerns that has caused the stock to decline from… Antares; My View of How Otrexup and Medac’s New Product Rasuvo May Compete (ATRS, Buy, $2.54)Investors Are Concerned About Rasuvo’s Impact on Otrexup Investors have been concerned about the potential effect on Otrexup if the private… Antares: More On Paul Wotton’s Departures as CEO (ATRS, Buy, $2.77)This is a follow-up on Paul Wotton’s decision to leave his position as CEO of Antares (ATRS) to become CEO… Antares: Thoughts on the Resignation of the CEO (ATRS, $2.76, Buy)The resignation of Paul Wotton as CEO of Antares came as a surprise to me and I think most other… Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers)Investment Thesis The broad based business model of Antares results in its receiving revenues from numerous products that are marketed by… Thoughts on the Market Correction in Biotechnology StocksThis Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology… Antares (ATRS, Buy, $4.00) Why I Think That the Otrexup Launch Will Be A Success (Paid Subscribers Only)Recent Price Behavior Antares’ (ATRS) price has drifted down since the approval of Otrexup for the treatment of rheumatoid arthritis and… San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)What SmithOnStocks Is All About Antares: Thoughts on the Upcoming Otrexup Launch (ATRS, $3.64)Investment Thesis Antares: An In-Depth Look at Otrexup and Re-iteration of My Buy Recommendation (ATRS: $4.45) (Paid Subscribers Only)Investment Overview and Thesis SmithOnStocks Opines on Stocks May 19, EditionOne Approach for Investing in Emerging Biotechnology Stocks |