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Expert Financial Analysis and Reporting

Archive for January, 2019

Portola: Tidbits from Presentation at JP Morgan Healthcare Conference (PTLA, Buy, $21.96)

Investment Thesis in Brief Andexxa is the only approved product for treating severe bleeds (sometimes life threatening) caused by the Factor Xa inhibitors, principally Xarelto and Eliquis. Current standard of care (SOC) treatments have scant clinical data and are not approved by the FDA. Impotantly, Andexxa inhibits 90% of Factor Xa activity in two minutes […]

Cryoport: The Bristol-Myers Acquisition of Celgene is a Validation of my Investment Thesis for Cryoport (CYRX, Buy, $9.05)

Investment Thesis The proposed acquisition of Celgene by Bristol-Myers Squibb was generally panned by Wall Street investors and analysts as BMY stock dropped 14% on the news. The investment community is deeply concerned with the patent situation with Revlimid which accounts for over 60% of CELG revenues. There will be full blown generic entries in […]

Bristol-Myers-Squibb: Negative Market Reaction to Celgene Acquisition is a Buying Opportunity (BMY, Buy, $45.17)

Key Points Investors have turned a thumbs down on the proposed acquisition of Celgene resulting in a 14% plunge in the stock price of BMY to $45. This is because Revlimid represents about 64% of CELG sales and by 2027 or so, generic competition will erode most of its sales. The Revlimid concern was reflected […]

Portola: Approval of Gen 2 Manufacturing Process for AndexXa is a Significant Positive (PTLA, Buy, $18.75)

Portola received approval for the Prior Approval Supplement (PAS) for the Gen 2 manufacturing process for AndexXa on the PDUFA date of December 31, 2018. Management had expressed confidence in approval but in dealing with the FDA, it is never over until it’s over. AndexXa was launched in June 2018 using the inefficient Gen 1 […]