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Expert Financial Analysis and Reporting

Post archive for ‘Company Reports’

An Introduction to Sangamo’s Gene Altering Technology (SGMO, $4.50)

Sangamo: An Introduction to Its Gene Altering Technology   Investment Perspective This report tries to present the technology of Sangamo in terms that a layman can understand. I have no educational background in molecular biology and this note may not correctly represent all of the complexities of Sangamo’s gene altering technology that is powered by […]

Orexigen Revisited: Chances for Contrave Approval Seem Slim (OREX, $1.37)

Orexigen reported second quarter results on August 8, 2011 in a press release, but did not hold a conference call. The CEO of the company, Mike Narachi, stated that the company is continuing the dispute resolution process with the FDA to try to reach an agreement on identifying a patient population for its anti-obesity drug […]

Phase II Data for ADL 5945 in Opiod Induced Constipation is Excellent (ADLR, $2.23)

On a first quick review of the data from the phase II trial of ADL 5945 in chronic non-cancer pain patients with opioid-induced constipation, it looks like the efficacy and safety profile are excellent. The drug should enter a phase III trial and Adolor should be able to find a partner to fund much of […]

Prospects for Entereg May Justify $4.50 Price Target for 2013 (ADLR, $2.20)

Overview I recommended the purchase of Adolor in a report issued on June 19. This followed my initiation report of February 18. The catalyst for my upgrade was the announcement that Adolor was successful in regaining all rights to Entereg from GlaxoSmithKline (GSK) on favorable terms. The two companies had been co-marketing the drug and […]

Previewing Dendreon’s 2Q Results to be Reported on August 3: It’s All About Provenge (DNDN, $36.13)

Dendreon is scheduled to report second quarter results on August 3 and will hold a conference call at 4:30 to discuss results. The overwhelming factor to watch for in the second quarter is the level of Provenge sales. Based on management guidance, Wall Street is looking for about $55 to $65 million of sales in […]

New Product Potential is Outstanding But Patent Cliff is Looming (BMY, $29.28)

Investment Position My position on BMY is that patient investors can buy the stock for the dividend yield and wait for the projected resurgence in growth in 2013. I don’t own the stock yet, but I might be a buyer at some point. A potential catalyst for my decision is the anticipated release of full […]

Eliquis Could Be A Blockbuster (BMY, $29.46)

Introduction and Purpose of this Report I believe that the anti-coagulant drug market is poised to become the next blockbuster category in cardiovascular disease following the path of the hypertension and cholesterol drugs. This could mean that sales would reach several billions of dollars arising from several individual blockbuster products. If I am correct, there […]

Xarelto Could Be Another Blockbuster (JNJ, $66.64)

Introduction and Purpose of this Report I believe that the anti-coagulant drug market is poised to become the next blockbuster category in cardiovascular disease following the path of the hypertension and cholesterol drugs. This could mean that sales would reach several billions of dollars arising from several individual blockbuster products. If I am correct, there […]

Second Quarter Report Was Modestly Disappointing But New Pharmaceutical Products are the Key to the Investment Outlook (JNJ, $66.26)

Investment Thesis There was modest investor disappointment with Johnson & Johnson’s second quarter results reported on July 19, 2011. The stock closed down $0.37 to $66.72 while the market increased sharply. This was due to disenchantment of some investors with the modest operational sales and earnings growth. With foreign currency effects and a lower tax […]

Five Questions Posed by the FDA to Its Advisory Committee on Dapagliflozin (BMY, $28.96)

Overview of Five Briefing Questions Posed by FDA on Dapagliflozin On Friday, July 15, 2011 the FDA published on its website the questions that it has asked the Endocrinologic and Metabolics Drug Advisory Committee to address in its July 19, 2011 meeting on dapagliflozin. My impression on the initial reading of the questions is that […]