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… 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… San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)What SmithOnStocks Is All About Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88)Patent Litigation on Ofirmev Cadence Pharmaceuticals: The Ofirmev Launch is a Spectacular Success, but Investors are Focused on Patent Litigation (CADX, $4.99)Investment Thesis Cadence: Comments on Patent Office Re-examination of Key Cadence PatentCadence (CADX) announced that the US patent office has issued an initial action on the re-examination of one of two… Cadence: Ofirmev Sales Are Extremely Strong; Ofirmev Patent Decision Could Come by Yearend (CADX, $6.80)Investment Thesis SmithOnStocks Opines on Biotechnology Stocks, June 10, 2013Introduction SmithOnStocks Opines on Biotechnology Stocks, May 28, 2013Introduction Cadence Pharmaceuticals: Ofirmev Launch is Strong; Resolution of Patent Issues Could Be Soon (CADX, $6.86)Investment Thesis Cadence: Potential Near Term Catalyst for the Stock (CADX, $5.34)Investment Thesis I continue with my buy recommendation on Cadence Pharmaceuticals (CADX). I believe that there is a high probability for… Cadence: Management Guides to a Near Doubling of Ofirmev Sales in 2013 (CADX, $5.23)My confidence in my long standing Buy recommendation on Cadence (CADX) has been strengthened by its pre-announcement that 4Q, 2012… Cadence Pharmaceuticals: Sentiment is Shifting from Bearish to Bullish (CADX, $4.90)Investment Perspective and Opinion My Buy Rating on Cadence Pharmaceticals is Bolstered by Ofirmev Patent Settlement with PerrigoInvestment Conclusion Confidence for Success of Ofirmev Launch is Bolstered by Very Strong August Results; Buy is Reiterated (CADX; $4.07)Ofirmev Sales Are on a Strong Growth Track Cadence Strengthens on Positive News FlowRecent Positive News Cadence Pharmaceuticals Ofirmev Has Gained Traction Producing Upside Surprise in 2Q, 2012I reiterate my Buy recommendation on Cadence. The Ofirmev launch has now gained traction as just reported 2Q, 2012 revenues… Cadence Pharmaceuticals’ Ofirmev Launch is Gaining Traction (CADX, $4.02)Investment Background Cadence Pharmaceuticals: Ofirmev Launch Has Gained Traction; Reiterate BuyInvestment Overview and Opinion Cadence (CADX): Ofirmev Sales Could Surprise on the Upside in Second Quarter and Generic Concerns Appear to be OverblownCadence (CADX) has just released estimates from the independent market research firm Wolters, Kluwer on the number of vials that… Cadence Pharmaceuticals: Ofirmev Sales are Likely to Surprise on the Upside in the Second Quarter and Fears of Generic Competition are Overblown (CADX; $2.91)Investment Summary and Thesis Cadence Pharmaceuticals: The Ofirmev Launch Has Gained Traction (CADX, $2.72)Cadence Pharmaceuticals: The Ofirmev Launch is Gaining Traction (CADX, $xx) Cadence: Product Recall Doesn't Alter Sales Projections (CADX, $4.19)I was somewhat alarmed to see a press release entitled “Cadence Pharmaceuticals Announces Voluntary Recall of One Lot of OFIRMEV®… Many Investors Rate Ofirmev Launch a Failure-Not So Fast (CADX, $4.06)Investment Opinion ANDA Filing Aganist Ofirmev Is Not Unduly Concerning (CADX, $9.25)Investment Opinion 1Q, 2011 Overview: Ofirmev is Experiencing Exceptionally Good Formulary Acceptance (CADX, $7.72)I continue to recommend purchase of Cadence based on trends seen in the 1Q, 2011 period. The details of my… Initial Report: Ofirmev Potential is the Basis for a Buy Recommendation (CADX, $7.10)I am recommending purchase of Cadence Pharmaceuticals based on the promise of its recently launched intravenous analgesic, Ofirmev. |