Archive for February, 2016
Relypsa: New Buy Recommendation on Relypsa (RLYP, Buy, $14.98)
Investment Thinking in Brief I am beginning coverage of Relypsa (RLYP) with a Buy recommendation. At this point in time, the stock is facing two major uncertainties. The launch of its first drug Veltassa (patiromer) began in December, 2015 so that the Company is fighting through all types of reimbursement and formulary access hurdles with managed […]
pSivida: One Step Away from Upgrading the Stock (PSDV, Hold, $2.80))
Investment Overview pSivida holds a unique, leading position in developing inserts that provide long acting delivery of drugs to the retina in the back of the eye. Eye drops cannot deliver drugs effectively to the retina and systemic therapy requires large doses of drug to be delivered in order to allow some small part of […]
Cytokinetics: An Update Based on CEO Robert Blum’s Comments at BIO CEO Conference on February 8, 2016 (CYTK, Buy, $6.57)
Summary I attended the BIO CEO conference in New York City on February 8 and 9. I am writing a series of blogs that give highlights and impressions from company presentations that I attended. These range from companies that I am deeply involved in to companies that I have seen for the first time. This […]
Discovery Laboratories: New CEO and Update on Aerosurf (DSCO, $2.26)
Upcoming Key Events There are two very important events in the next year. The first is reporting of results in a phase 2a trial of Aerosurf in younger babies of 26 to 28 weeks gestational age (GA). The key objective is to show safety. Encouraging results from this trial have already been reported for older […]