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Expert Financial Analysis and Reporting

Archive for November, 2013

Celldex Stay Tuned for Monday’s Conference Call on Rindopepimut (CLDX, Hold, $28.31)

Investment Significance of Upcoming Conference Call Celldex (CLDX) has raised expectations for positive results for rindopepimut in recurrent glioblastoma. It will hold a conference call on Monday, November 25 at 8:30 AM to discuss results on the use of rindopepimut in recurrent glioblastoma. The actions of Celldex clearly indicate that the data will be positive. […]

Repligen: Looking At 2014 and Beyond- Potential for EPS Growth (RGEN, $12.78) (Subscribers Only)

Investment Thesis I think that Repligen’s (RGEN) bioprocessing businesses is one of the best business models that I have seen in my many years as an analyst. Products used in bioprocessing have very long product lives because changing the manufacturing process for a biological product once it is approved or after it has completed phase […]

Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07)

I have just published the first of a series of reports on Discovery Laboratories. Instead of publishing an extensive report (which I have actually written), I thought that I would publish smaller excerpts that may be easier to digest. I am starting with the most important part that goes through my thinking on why the […]

Discovery Laboratories (DSCO, $2.07): An Asymmetric Opportunity

Purpose of This Report This is the first of a series of reports on Discovery Laboratories. Instead of publishing an extensive report (which I have actually written), I thought that I would publish smaller excerpts that may be easier to digest. I am starting with the most important part that goes through my thinking […]

Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88)

Patent Litigation on Ofirmev Cadence just received the best possible news on a trial judge’s decision on a patent challenge against Ofirmev. The U.S. District Court for the District of Delaware has ruled in favor of Cadence in the company’s patent infringement lawsuit against Exela Pharma Sciences. The court ruled that the two key patents […]

Antares Marketing Agreement on Otrexup with Leo is a Nice Positive (ATRS, $3.93)

Antares is preparing to launch Otrexup for rheumatoid arthritis in the US in late January of 2014 with its own sales force. The FDA approved Otrexup for use in both rheumatoid arthritis and psoriasis. Marketing for these two indications requires different expertise and different sales organizations, one focused on rheumatology and one on dermatology. Antares […]

Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17)

Investment Thesis I believe that the recent stock offering by Discovery Laboratories (DSCO) removes the financing overhang that has been holding the stock back. The Company now has enough cash to see it through two years of the Surfaxin launch, phase IIa data on Aerosurf in mid-2014, phase IIb data on Aerosurf in mid-2015 and […]

ImmunoCellular Thoughts on Potential Outcomes for the Phase II Trial of ICT-107 in Newly Diagnosed Glioblastoma (IMUC, $2.31) (Subscribers Only)

Investment Viewpoint ImmunoCellular has extremely important data upcoming on the phase II trial of ICT-107 in newly diagnosed glioblastoma; topline results are anticipated in 4Q, 2013 or 1Q, 2014. There are four biotechnology companies- ImmunoCellular Therapeutics (IMUC), Northwest Biotherapeutics (NWBO), Agenus (AGEN) and Celldex (CLDX)-that currently are in phase IIb and III trials of cancer […]

Antares: Thoughts on the Upcoming Otrexup Launch (ATRS, $3.64)

Investment Thesis Antares is preparing to launch Otrexup in January 2014; it is the first product it has ever introduced and investor attention is keenly focused on the launch. This post is not a comprehensive overview and if you would like to see more in-depth research on other aspects of the Company, I would refer […]

Cadence Pharmaceuticals: The Ofirmev Launch is a Spectacular Success, but Investors are Focused on Patent Litigation (CADX, $4.99)

Investment Thesis By every measure, the launch of Ofirmev which began in January 2011, has been a spectacular success and continues to exceed investor expectations and management guidance. The revenue guidance was just raised for the third time this year to $107 to $109 million, up from $105 to $107 million and $102 to $105 […]