Archive for December, 2012
Cadence Pharmaceuticals: Sentiment is Shifting from Bearish to Bullish (CADX, $4.90)
Investment Perspective and Opinion I continue with my buy recommendation on Cadence Pharmaceuticals. Cadence introduced its first and only product, the hospital analgesic Ofirmev (intravenous acetaminophen), in January 2011 when the stock was trading at about $7.00. The price climbed steadily and reached about $9.00 in mid-2011. Then sentiment began to shift sharply negative. The […]
InSite Vision: Upcoming Topline Results from Clinical Trials Presents a Buying Opportunity (INSV.OB, $0.34)
Investment Overview and Opinion In the first half of 2013, InSite Vision (INSV.OB) will release significant topline data from two phase III trials involving three new products: BromSite, AzaSite Plus and DexaSite. Topline data for the first of two phase III trials of BromSite to treat pain and inflammations following cataract surgery likely will be […]
Discovery Laboratories: Disappointment with the Delay in the Surfaxin Launch Has Created a Buying Opportunity (DSCO, $2.24)
Introduction I had the opportunity to meet with the management of Discovery Laboratories (DSCO) recently and focused on several issues: The problem with one of a number of tests used in quality assurance that was announced in October, 2012 and has delayed introduction from the planned launch of Surfaxin from November, 2012 to 2Q, 2013. […]
Transcept: Direct to Consumer Advertising Campaign Could be the Tipping Point for Intermezzo
Investment Overview The launch of Intermezzo began on April 4, 2012 and so far, it has been disappointing for investors. Purdue and Transcept (TSPT) have just announced a major new stage in its commercialization strategy that I believe may be the tipping point for a significant upward inflection in sales and I believe that this […]
OncoSec Medical Initiation of Coverage
Introduction OncoSec Medical is an emerging immunotherapy and drug delivery company with unique and interesting products and encouraging clinical data. Those who follow my work know that I have a special interest in active immunotherapy. I see OncoSec as having a promising and differentiated approach to immunotherapy with its lead product ImmunoPulse. At present, only […]
Repligen: Initiating Coverage with a Buy (RGEN, Buy, $6.13)
Investment Opinion Repligen (RGEN) has gone through a metamorphosis that has dramatically changed its business model and investment outlook. For years, it was focused on drug development but it was also building a high quality bioprocessing business that provides consumable products used in the manufacturing of biological products. The acquisition of a major competitor, Novozymes […]