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Expert Financial Analysis and Reporting

Antares (ATRS, Buy, $3.51); AMAG Pharmaceuticals (AMAG, $11.73) First Thoughts about How the PROLONG Study Could Affect Makena Usage

Introduction

On Friday, the PROLONG clinical study was released that showed no difference in outcomes between Makena and placebo. This was…
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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…
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AMAG Pharmaceuticals: Strong Launch of Subcu Makena and Pending Sale of Cord Blood Registry is Encouraging (AMAG, $23.55, Buy)

Investment Thesis

My April 13, 2018 report AMAG: Upgrading to Buy Based on an In-Depth Analysis of the Outlook for Makena…
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AMAG: †It Is Early Days, but the Launch of the Subcutaneous Dosage Form of Makena Seems to be Going Very Well (AMAG, Buy, $21.17)

Investment Thesis

The investment thesis for AMAG in 2018 and 2019is overwhelmingly dependent on how successful the Company will be in…
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AMAG: Upgrading to Buy Based on an In-Depth Analysis of the Outlook for Makena Over the 2018 to 2020 Period (AMAG, Buy, $21.10))

Investment Thesis in Brief

I want to emphasize at the very outset of this report that the key takeaway is that…
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AMAG Pharmaceuticals: Will FDA Approve Makena SC (AMAG, Neutral, $21.75)

Importance of Makena SC to AMAG?

AMAG is engaged in a high stakes clinical development program in which it is endeavoring…
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AMAG and Antares: Update on the Development of Makena SC (AMAG, Neutral, $24.40) (ATRS, Buy, $2.04)

Key Points:

Recent announcement that AMAG will not pursue Orphan Drug Exclusivity for Makena SC has hammered the stock of…
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AMAG Pharmaceuticals: Initiation of Research on a Complex but Potentially Very Interesting Investment Situation (AMAG, Neutral, $24)

Organization of Report

The first five pages of this report (section 1) provide a quick summary of my view of AMAGís…
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