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Expert Financial Analysis and Reporting

AMAG Pharmaceuticals: Trying to Project 2019 Sales for the Makena Franchise (AMAG, $24.45, Buy)

Investment Thesis

The investment outlook for AMAG in 2019 is primarily about Makena and this report focuses almost entirely on how…
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AMAG Pharmaceuticals: Strong Launch of Subcu Makena and Pending Sale of Cord Blood Registry is Encouraging (AMAG, $23.55, Buy)

Investment Thesis

My April 13, 2018 report AMAG: Upgrading to Buy Based on an In-Depth Analysis of the Outlook for Makena…
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AMAG:  It Is Early Days, but the Launch of the Subcutaneous Dosage Form of Makena Seems to be Going Very Well (AMAG, Buy, $21.17)

Investment Thesis

The investment thesis for AMAG in 2018 and 2019is overwhelmingly dependent on how successful the Company will be in…
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AMAG: Upgrading to Buy Based on an In-Depth Analysis of the Outlook for Makena Over the 2018 to 2020 Period (AMAG, Buy, $21.10))

Investment Thesis in Brief

I want to emphasize at the very outset of this report that the key takeaway is that…
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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…
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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…
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AMAG Pharmaceuticals: Initiation of Research on a Complex but Potentially Very Interesting Investment Situation (AMAG, Neutral, $24)

Organization of Report

The first five pages of this report (section 1) provide a quick summary of my view of AMAG’s…
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