Expert Financial Analysis and Reporting

Introduction Over the last few months, I have been speaking to physicians and researchers who are using and studying Provenge. Based on my research, I am recommending purchase of Dendreon. This note summarizes the opinions of the diverse group of people that I listened to and interviewed. I have grouped their comments into four categories: […]

Investment View of the Proposed Acquisition Cubist announced today that it had signed a definitive agreement to acquire Adolor.   Adolor has been one of my four recommendations. My price target was $4.50 in 2013 based on sales and earnings of Entereg alone and before taking into account the potential for ADL5945. Please refer to […]

Investment View of the Proposed Acquisition Cubist announced today that it had signed a definitive agreement to acquire Adolor. Adolor has been one of my four recommendations. My price target was $4.50 in 2013 based on sales and earnings of Entereg alone and before taking into account the potential for ADL5945. This acquisition gives current […]

Investment Opinion and Overview For those of you who read my recent reports on Santarus, you will recall that I believe that budesonide MMX has the potential to be a blockbuster for Santarus and is the most important product in its pipeline. I think that it will be the primary driver of significant growth in […]

Investment Opinion In the aftermath of the 70% meltdown in the price of Dendreon stock caused by sharp lowering in expected sales of Provenge in 2011, investors are struggling to balance the positives and negatives of the investment case. I believe that the essential starting point for arriving at a new investment thesis is to […]