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Expert Financial Analysis and Reporting

Cadence: A Post Mortem on a Successful Investment and What to Do with the Proceeds (CADX, $14.00)

Mallinckrodt (MNK) announced that one of its subsidiaries will start a tender offer to acquire all of the outstanding shares…
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Cadence: Patent Settlement With Sandoz Increases Confidence That Ofirmev Will Have Exclusivity Through December 6, 2020 (CADX, $10.98)

On January 30, 2014, Cadence (CADX) announced that it had entered into a settlement agreement with Sandoz to resolve pending…
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San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)

What SmithOnStocks Is All About
It is traditional at the start of the year to go over stock picks for the…
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Cadence: Best Case Outcome on Ofirmev Patent Litigation (CADX, $7.88)

Patent Litigation on Ofirmev
Cadence just received the best possible news on a trial judges decision on a patent challenge against…
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Cadence Pharmaceuticals: The Ofirmev Launch is a Spectacular Success, but Investors are Focused on Patent Litigation (CADX, $4.99)

Investment Thesis
By every measure, the launch of Ofirmev which began in January 2011, has been a spectacular success and continues…
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Cadence: Comments on Patent Office Re-examination of Key Cadence Patent

Cadence (CADX) announced that the US patent office has issued an initial action on the re-examination of one of two…
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Cadence: Ofirmev Sales Are Extremely Strong; Ofirmev Patent Decision Could Come by Yearend (CADX, $6.80)

Investment Thesis
Cadence (CADX) reported another strong quarter for Ofirmev and in my mind the only question about the launch is…
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SmithOnStocks Opines on Biotechnology Stocks, June 10, 2013

Introduction
This weeks edition of SmithOnStocks Opines includes brief comments on news concerning ImmunoCellular Therapeutics (IMUC) and Cadence (CADX), last week…
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SmithOnStocks Opines on Biotechnology Stocks, May 28, 2013

Introduction
I have started to write a newsletter on a weekly or bi-weekly basis to supplement my reports and blogs. In…
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Cadence (CADX): Ofirmev Sales Could Surprise on the Upside in Second Quarter and Generic Concerns Appear to be Overblown

Cadence (CADX) has just released estimates from the independent market research firm Wolters, Kluwer on the number of vials that…
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