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Expert Financial Analysis and Reporting

Archive for May, 2018

Cytokinetics: Update on Extensive Clinical Trials Being Conducted (CYTK, Buy, $9.45)

Investment Overview and Thesis Cytokinetics has an extremely valuable asset in omecamtiv mecarbil, which it is developing in collaboration with Amgen; it is currently being studied in the huge, 8000+ patient, GALACTIC-HF phase 3 trial. I believe that this drug which is being studied in congestive heart failure is potentially one of the most important […]

Cryoport: Updated Sales and Earnings Model (CYRX, Buy, $9.69)

Purpose of this Report With the commercial launches of the CAR-T products Kymriah and Yescarta, I am expecting a significant upward inflection in sales for Cryoport. The primary objective of this report is to formulate an improved sales and earnings model in order to show this. First quarter results from Cryoport, Novartis and Gilead have […]

Antares: Recent Launch of Makena Subcu Auto Injector and Probable Launches of Xyosted and AB Rated Generic to EpiPen Could Make for an Outstanding Price Performance in 2018 (ATRS, Buy, $2.36)

Key Investment Issues In this report I focus on three very important product related issues that will likely drive the stock price performance of Antares in 2018. Roughly in order of importance they are: The launch trajectory of the Makena subcutaneous auto injector, Probable approval of the Teva’s AB rated generic to EpiPen, and The […]

AMAG:  It Is Early Days, but the Launch of the Subcutaneous Dosage Form of Makena Seems to be Going Very Well (AMAG, Buy, $21.17)

Investment Thesis The investment thesis for AMAG in 2018 and 2019is overwhelmingly dependent on how successful the Company will be in switching patients from the intra-muscular (IM) dosage of Makena to the new subcutaneous (subcu) formulation. The subcu was launched on March 26 and the first patient was injected on March 28. The subcu has […]

Portola: Approval of AndexXa is a Major Positive (PTLA, Buy, $41.19)

Investment Opinion Based on assumptions made in this report, I estimate that AndexXa could be valued by investors at $114 to $ 200 per Portola share by 2023. This makes Portola a very attractive investment opportunity without taking into account any contribution from Bevyxxa which was recently launched in the US and potential pipeline contributions, […]