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Expert Financial Analysis and Reporting

Archive for October, 2019

Aimmune Therapeutics: (AIMT, $23.63) Palforzia for Peanut Allergy Desensitization Has the Potential to Be a Blockbuster

Introduction Aimmune is the first company for some time on which I have picked up coverage. My screening criteria is not rigid, but I generally look for a company with a unique late stage product that has great commercial potential and has a solid financial (cash) position. Aimmune Therapeutics with Palforzia for desensitization of patients […]

Antares: Impressive Xyosted Prescription Trends Continue (ATRS, Buy, $3.30)

Key Points: Xyosted prescription trends remain impressive and based on audit data for the last 11 weeks, there has been an acceleration in the trend line. My model has slightly increased its 2019 sales estimate from $18.8 million as shown in my August 27 report to $19.4 million and for 2020 from $53.9 to $56.8 […]