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Expert Financial Analysis and Reporting

Post archive for ‘LinkedIn’

Brief Updates on Key Buy Recommendations

For personal reasons, I am going to be unavailable until October 29. During this interval of silence, there may be some stock moving events on some, but not all, of the companies I am recommending. Let me make a few comments on things that could happen. Northwest Biotherapeutics The two key lead investigators in the […]

Antares: Xyosted is Approved; Let the Good Times Roll (ATRS, Buy, $3.77)

Investment Thesis At Last, Three Major Product Approvals in 2018 It has been a torturous wait for Antares’ very promising pipeline to advance to commercialization, but the time has finally come. Antares and its partner Teva received approval for an AB rated generic to EpiPen on August 16, 2018 and Antares and its partner AMAG […]

Regenerative Medicine: Thoughts on How to Invest in This Dynamic New Technology

Key Investment Points of this Report Regenerative medicines promises to be a (the) major technology driving the biopharma industry in coming decades. The CAR-T products are the first commercially significant products stemming from this technology, but they are just the tip of a very large iceberg. Novartis, Gilead and Celgene have gained first mover status […]

Portola: Critical Upcoming Catalysts Have the Potential to Cause a Sharp Upward Move in the Stock (PTLA,  Buy, $29.19)

Investor focus is totally on Andexxa at this point in time as the disappointing 2Q, 2018 sales results for Bevyxxa have caused investors to write it off and cerdulatinib is barely a blip on their radar screen. In contrast to the negative view on Bevyxxa, I believe that it will become a very meaningful product […]

Portola: Reiteration of Buy Recommendation (PTLA, Buy, S27.46)

Introduction This is the latest in a series of updates on Portola and is prompted by information presented in the second quarter conference call. If this is your first encounter with the Company and you would like greater detail on the company’s technology, its products and clinical trial data, you may want to read my […]

Antares: Investment Story has Shifted from Pipeline Promise to Commercial Potential (ATRS, $3.74, Buy)

Investment Summary At long last, the exciting new product potential of Antares is becoming a commercial reality. A very significant milestone for Antares was the approval gained by its distribution partner Teva in 2Q, 2016 for an AB rated generic to Imitrex (sumatriptan). This was the first of four AB rated generics that are known […]

AMAG Pharmaceuticals: Trying to Project 2019 Sales for the Makena Franchise (AMAG, $24.45, Buy)

Investment Thesis The investment outlook for AMAG in 2019 is primarily about Makena and this report focuses almost entirely on how much of the franchise can be maintained by the new auto-injector dosage form in the face of generic competition to the older intramuscular formulations. The Wall Street consensus 2019 sales estimate of around $200 […]

Cryoport: Reiterating My Buy Recommendation (CYRX, Buy, $14.20)

Investment Perspective On May 16, 2018, I published a report entitled Updated Sales and Earnings Model. The purpose of that report was to build a detailed sales model for the Company that for the first time incorporated Cryoport revenues arising from the sale of commercial products-the CAR-T drugs Kymriah and Yescarta. You may want to […]

Cytokinetics: Update based on 2Q, 2018 Conference Call (CYTK, Buy, $6.85)

Investment Thesis Omecamtiv is the Essence of the Investment Thesis I continue to believe that Cytokinetics is an attractive investment based on the potential for omecamtiv mecarbil, which promises to bring an important new mechanism of action to the treatment of congestive heart failure. If the ongoing phase 3, GALACIC-HF trial (a massive 8,000 patient […]

Portola: Update and Reiteration of Buy Recommendation (PTLA, Buy, $39.31)

Investment Thesis in Brief This report is based on presentations by management at recent brokerage conferences. It is an update and not a comprehensive analysis of Portola. For more detailed analysis, you may want to refer to a series of reports on my website. I am reiterating my Buy recommendation on Portola. I have a […]