Archive for February, 2019
Antares: Sales Growth Guidance for 2019 is Extremely Bullish (ATRS, $3.60, Buy)
Antares just reported 4Q, 2018 sales and earnings. I will do a more detailed analysis of the Company sometime after the release of the 10-K in mid-March. However, I wanted to make a brief comment about the guidance that the Company provided for 2019 sales growth. Antares now has two wholly owned products marketed with […]
Portola: NEJM Report on Positive Results in ANNEXA-4 Study is a Significant Positive (PTLA, Buy, $28.89)
Overview This report focuses narrowly on the New England Journal of Medicine article. If you would like a more thorough discussion on the fundamentals of Portola I suggest that you refer to two recent reports. Key Points Andexxa (andexanet) is the only approved treatment for reversal of anticoagulant effects of Factor Xa inhibitor drugs like […]