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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

Ipilimumab’s March 26 PDUFA Date Is Looming (BMY, $26.00)

The PDUFA date for ipilimumab is coming up on March 26th. This is an important component of BMY’s outstanding pipeline. I anticipate approval.   Ipilimumab is Up on the News Front- Will It Be Approved on Its March 26 PDUFA Date? I wrote that I believe that Bristol-Myers Squibb has an outstanding pipeline in my […]

Ipilimumab’s Approved Indications Exceed Expectations (BMY, $26.93)

I was expecting approval of ipilimumab for patients who had failed prior therapy. I was surprised that the FDA also approved it for treatment naive patients. The price of $120,000 for a course of therapy exceeded my projection of $50,000 to $60,000.   Key Points The FDA approval of Bristol-Myers Squibb’s new oncology drug Yervoy […]

Initiating With Buy: Weighing an Excellent New Product Outlook Against the Pending Patent Cliff (BMY, $25

I think that Bristol-Myers Squibb has one of the most attractive drug pipelines of the big pharma companies. Although it faces a steep patent cliff that by my projections will results in a sales decline until 2014, the stock is attractive because of the highly promising drug pipeline and the dividend yield of 5.2%. I […]

Initiation Report on a Cheap Lumbering Stock (PFE, $20.78)

Pfizer is entering a patent cliff period in which sales will decline over the next two years. The drug pipleline is modestly promising but not so much so that it can significantly accelerate the giant sales base of the company in ensuing years. The current dividend yield of 4.1% and a strong cash flow that […]

Onsite Meeting with Anadys’ CEO Steve Worland (ANDS, $1.77)

I met with Anadys’ CEO Steve Worland and IR contact Amy Conrad at their offices in San Diego for an update on ANA 598. Company Update: Anadys’ lead compound is ANA598, a small molecule non-nucleoside inhibitor of HCV RNA polymerase. To date, ANDS has completed one phase I study in healthy volunteers. A second phase […]

Analysis of Adolor’s 1Q, 2011 and A Look Forward (ADLR, $1.39)

Entereg Results in the Quarter Were Excellent Entereg achieved sales of $7.5 million which was an increase of 41% from 1Q, 2010 and a slight sequential increase from the $7.3 million of 4Q, 2010. The company reported that the Entereg business is now operating at an annual run rate of $30 million, a level at […]

Initial Report on Adolor (ADLR, $1.38)

Adolor as a Stock While I am currently neutral on Adolor, it is a stock that I am watching closely. To become more positive, I need to gain more confidence that their lead drug Entereg, which has had a slower than expected sales ramp up since its introduction in 3Q, 2008 can grow from a […]

Hopes for Rivaroxaban Are Dashed (JNJ, $65.00)

Investment Opinion The FDA problems encountered with rivaroxaban are a significant, but not crushing negative for the investment thesis of Johnson & Johnson (JNJ). I would still be buyer of the stock. This is a very large company not overly dependent on any one current or future product and still has an excellent new drug […]

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