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Expert Financial Analysis and Reporting

Archive for August, 2017

Antares Pharma: This Small, Emerging Biotechnology Company Is Poised for Explosive Growth Based on Five Major New Product Introductions by 2020 (ATRS, Buy, $3.02

Investment Thesis Antares is one of my top recommendations based on its extremely impressive pipeline prospects. In a March 23, 2017 report Antares: Pipeline is Bursting with Late Stage Products (ATRS, $2.77, Buy)  I did an in-depth analysis that goes over my assumptions and resultant projections in great detail for the five partnered products and two […]

Alimera Sciences: Company Achieves Breakeven Pretax Cash Flow in 2Q, 2017 Despite Slow Unit Demand for Iluvien (ALIM, Buy, $1.50)

Investment Perspective Alimera’s second quarter results threw investors (and me) a sweeping curve ball. I initiated coverage on May 31, 2013 but never recommended purchase, until I upgraded my opinion to a Buy on June 21, 2017. See Alimera Sciences: Iluvien Sales Seem to Have Caught Traction; It Is Time to Buy! (ALIM, Buy, $1.35) […]

Cryoport: As Its Clients Transition from Clinical Development to Commercial, Growth Could Be Explosive (CYRX, $6.89, Buy)

Investment Perspective Cryoport is in the very early stages of corporate development and has only minimal sales ($9.8 million on a trailing twelve months basis). It is still too small to catch the eyes of large investors. Also, it is not well understood as it has a very unique business model that requires both a […]

Portola Pharmaceuticals: AndexXa BLA Resubmitted; Reiterating Buy (PTLA, $61.41, Buy)

Investment Thesis Portola issued a press release on August 3, 2017 that reported it had just resubmitted the BLA for AndexXa, which is in line with prior management guidance. I anticipate a six month review and US approval in 1Q, 2018. If so, it will represent the second approval of a potential blockbuster for Portola […]

Cytokinetics: Reiteration of My Long Standing Buy Recommendation Based on an Extraordinary Pipeline (CYTK, $12.90, Buy)

Investment Overview and Thesis Investment Overview Cytokinetics reported 2Q, 2017 sales and earnings results on Wednesday, August 2 but this was relatively unimportant. The stock price is driven by investors’ assessments on clinical progress of three late stage pipeline products: omecamtiv mecarbil (for congestive heart failure) and tirasemtiv (for amyotrophic lateral sclerosis or ALS) are […]