Archive for May, 2016
Antares: AMAG Issues Guidance on Timing of Subcutaneous Makena (ATRS, Buy, $1/05)
I recently wrote a report on Antares entitled Makena has the Potential to Make a Very Significant Contribution to EPS that highlighted the potentially significant impact on Antares’ earnings of the subcutaneous formulation of Makena being developed jointly by Antares and AMAG Pharmaceuticals. In a press release summarizing 1Q, 2016 results, AMAG issued some very positive […]
Agenus: Its Market Leading Position in Immuno-Oncology Makes it A Compelling Investment Story (AGEN, Buy, $3.69)
Investment Thesis in Brief I continue to recommend Agenus for its impressive technology platforms in immuno-oncology. It is difficult to assign a price target because of the early stage of its pipeline. A principal driving force behind my recommendation is that many large biotechnology and pharmaceutical firms are far behind in the checkpoint modulator and […]