Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Cadence: A Post Mortem on a Successful Investment and What to Do with the Proceeds (CADX, $14.00)

Mallinckrodt (MNK) announced that one of its subsidiaries will start a tender offer to acquire all of the outstanding shares…
Read more…

Cadence: Patent Settlement With Sandoz Increases Confidence That Ofirmev Will Have Exclusivity Through December 6, 2020 (CADX, $10.98)

On January 30, 2014, Cadence (CADX) announced that it had entered into a settlement agreement with Sandoz to resolve pending…
Read more…

Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88)

Patent Litigation on Ofirmev
Cadence just received the best possible news on a trial judge’s decision on a patent challenge against…
Read more…

Cadence Pharmaceuticals: The Ofirmev Launch is a Spectacular Success, but Investors are Focused on Patent Litigation (CADX, $4.99)

Investment Thesis
By every measure, the launch of Ofirmev which began in January 2011, has been a spectacular success and continues…
Read more…

Cadence: Comments on Patent Office Re-examination of Key Cadence Patent

Cadence (CADX) announced that the US patent office has issued an initial action on the re-examination of one of two…
Read more…

Cadence: Ofirmev Sales Are Extremely Strong; Ofirmev Patent Decision Could Come by Yearend (CADX, $6.80)

Investment Thesis
Cadence (CADX) reported another strong quarter for Ofirmev and in my mind the only question about the launch is…
Read more…

Cadence Pharmaceuticals Ofirmev Has Gained Traction Producing Upside Surprise in 2Q, 2012

I reiterate my Buy recommendation on Cadence. The Ofirmev launch has now gained traction as just reported 2Q, 2012 revenues…
Read more…

Cadence (CADX): Ofirmev Sales Could Surprise on the Upside in Second Quarter and Generic Concerns Appear to be Overblown

Cadence (CADX) has just released estimates from the independent market research firm Wolters, Kluwer on the number of vials that…
Read more…