Archive for May, 2012
Discovery Laboratories: Surfaxin Is Superior to Animal Surfactants (DSCO, $2.74)
Purpose of Report Discovery Laboratories (DSCO) held a quarterly conference call on May 3 to update investors on the pending launch of Surfaxin and Afectair. This followed an important press release the day earlier that discussed a paper presented at the 2012 Pediatric Academies Society Annual Conference in Boston. This report highlights the key points […]
Cadence Pharmaceuticals: The Ofirmev Launch Has Gained Traction (CADX, $2.72)
Cadence Pharmaceuticals: The Ofirmev Launch is Gaining Traction (CADX, $xx) Investment Thesis I believe that Ofirmev, an intravenous formulation of acetaminophen, has significant potential as an alternative to intravenous opioids and non-steroidal anti-inflammatories analgesics that are used broadly in the hospital. This potential is well illustrated by its launch in the UK where it is […]
Trius Therapeutics’ Tedizolid has Blockbuster Potential for MRSA Infections (TSRX, $5.05)
Introduction Trius Therapeutics is in late stage clinical development of its new antibiotic, tedizolid, for treatment of MRSA infections that have increased to epidemic levels in both the hospital and community settings. There are a number of companies competing in this market and a host of new products in development, but I see tedizolid as […]
Trius’ (TSRX) Tedizolid Has Blockbuster Potential for MRSA Infections
Trius Therapeutics TSRX) is in late stage clinical development of its new antibiotic, tedizolid, for treatment of MRSA infections that have increased to epidemic levels in both the hospital and community settings. There are a number of companies competing in this market and a host of new products in development, but I see tedizolid as […]
Discovery Laboratories (DSCO): An Update and Buy Re-iteration
I have just published a new report on Discovery Laboratories; this emerging company has two products approved for U.S. marketing with Surfaxin and Afectair and controls worldwide rights to these products with the exception of Surfaxin in Spain and Portugal. It also has a highly promising pipeline. Surfaxin LS is a meaningful improvement over Surfaxin […]