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Expert Financial Analysis and Reporting

Archive for March, 2019

Portola: Detailed Update on Exciting 2019 Outlook (PTLA, Buy, $33.35)

Key Conclusion The outlook for Portola‚Äôs stock price in 2019 and 2020 will almost certainly driven by the sales progress of Andexxa. At this early stage in the launch, there is considerable uncertainty and guesswork involved in projecting sales. My preliminary estimates are that sales increase from $24 million in 2019 to $120 million in […]

Antares (ATRS, Buy, $3.51); AMAG Pharmaceuticals (AMAG, $11.73) First Thoughts about How the PROLONG Study Could Affect Makena Usage

Introduction On Friday, the PROLONG clinical study was released that showed no difference in outcomes between Makena and placebo. This was a major surprise and disappointment and caused a sharp decline in the stock price of AMAG and to a lesser extent Antares. This note goes over my preliminary thinking on the possible outcome of […]

Cryoport: Great Buying Opportunity (CYRX. Buy, $10.44)

Quick Comment on 4Q, 2018 Sales and Earnings Report Cryoport reported a spectacular 4Q, 2018 quarter last night. Biopharma revenues which are 84% of total revenues increased 94% to $4.9 million which compared to my estimate of $4.3 million. Total revenues increased 72% to $5.7 million as compared to my estimate of $5.2 million. The […]

Cytokinetics: A Focus on 2019 Stock Price Catalysts (CYTK, Buy, $5.82)

Investment Thesis Omecamtiv is one of the Most Exciting Drugs in Development in all of Biopharma The primary driver of the investment thesis on Cytokinetics is the potential use of omecamtiv in the treatment of heart failure. I believe that this drug potentially is a major advance in the treatment of this disease which affects […]