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Expert Financial Analysis and Reporting

Archive for August, 2011

An Introduction to Sangamo’s Gene Altering Technology (SGMO, $4.50)

Sangamo: An Introduction to Its Gene Altering Technology   Investment Perspective This report tries to present the technology of Sangamo in terms that a layman can understand. I have no educational background in molecular biology and this note may not correctly represent all of the complexities of Sangamo‚Äôs gene altering technology that is powered by […]

Orexigen Revisited: Chances for Contrave Approval Seem Slim (OREX, $1.37)

Orexigen reported second quarter results on August 8, 2011 in a press release, but did not hold a conference call. The CEO of the company, Mike Narachi, stated that the company is continuing the dispute resolution process with the FDA to try to reach an agreement on identifying a patient population for its anti-obesity drug […]

Phase II Data for ADL 5945 in Opiod Induced Constipation is Excellent (ADLR, $2.23)

On a first quick review of the data from the phase II trial of ADL 5945 in chronic non-cancer pain patients with opioid-induced constipation, it looks like the efficacy and safety profile are excellent. The drug should enter a phase III trial and Adolor should be able to find a partner to fund much of […]

Prospects for Entereg May Justify $4.50 Price Target for 2013 (ADLR, $2.20)

Overview I recommended the purchase of Adolor in a report issued on June 19. This followed my initiation report of February 18. The catalyst for my upgrade was the announcement that Adolor was successful in regaining all rights to Entereg from GlaxoSmithKline (GSK) on favorable terms. The two companies had been co-marketing the drug and […]

Previewing Dendreon’s 2Q Results to be Reported on August 3: It’s All About Provenge (DNDN, $36.13)

Dendreon is scheduled to report second quarter results on August 3 and will hold a conference call at 4:30 to discuss results. The overwhelming factor to watch for in the second quarter is the level of Provenge sales. Based on management guidance, Wall Street is looking for about $55 to $65 million of sales in […]