Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Post archive for ‘Investment Theses’

Upgrading Dendreon To Buy (DNDN, $6.55)

Introduction Over the last few months, I have been speaking to physicians and researchers who are using and studying Provenge. Based on my research, I am recommending purchase of Dendreon. This note summarizes the opinions of the diverse group of people that I listened to and interviewed. I have grouped their comments into four categories: […]

Antares Initiated As A Buy (AIS, $2.59)

Investment Opinion I am recommending purchase of Antares (AIS) at the current level of $2.59. My 2015 price target is $6.70. Antares has a broad array of products based on its self-injection and gel formulation drug delivery technologies. Its partners are currently marketing four Antares products and there are eight more in development. I estimate […]

Transcept Investment Thesis

Transcept just released a press release on July 12, 2011 with disappointing news on Intermezzo. The release reads as follows: “Transcept Pharmaceuticals(TSPT) announced today that it expects to receive a Complete Response Letter from the U.S. Food and Drug Administration (FDA) regarding the resubmitted New Drug Application (NDA) for Intermezzo® (zolpidem tartrate sublingual tablet) on […]

Orexigen Therapeutics (OREX)

The FDA has shown great reluctance to approve three anti-obesity agents under development: Orexigen’s Contrave, Vivus Qnexa and Arena’s Lorques. All three drugs received complete response letters following their NDA submissions and the companies are in the process of addressing the FDA’s concerns before refilling their NDAs.The potential for Contrave approval in the US is […]