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Expert Financial Analysis and Reporting

Antares: AMAG Submits Supplemental New Drug Application to FDA for Makena® Auto-Injector for Subcutaneous Use: (Antares (ATRS, Buy, $2.86)

AMAG announced on April17, 2017 that it had submitted a sNDA for the Makena Auto-Injector. This was in line with…
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Antares: Pipeline is Bursting with Late Stage Products (ATRS, $2.77, Buy)

Key Points:

Antares has an impressive portfolio of seven new products that could lead to explosive growth over the next…
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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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SmithOnStocks Top Stock Picks for 2017, January 3, 2017

Purpose of this Report

I last summarized my stock recommendations in a September 12, 2016 report. There has been little change…
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Antares: Teva Projects Launch of AB Rated Generic to EpiPen in Early 2018 (ATRS, Buy, $1.87)

Eyal Desheh is the Chief Financial Officer of Teva. During the recent third quarter conference call, he answered a question…
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Antares: Some Key Points from 3Q, 2016 Conference Call (ATRS, Buy, $1.84)

Investment Opinion

In my opinion, Antares is substantially undervalued. My price target is $6 60 in 2018. The thinking behind this…
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Antares: Updates on QST and AB Generic to EpiPen; Reiteration of Buy Recommendation (ATRS, Buy, $1.65)

Overview and Investment Opinion

In my opinion, Antares is substantially undervalued. My price target is $6 60 $8 in 2018 and…
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Antares; Are Mylan's Woes A Potential Positive for AB Rated Generic to EpiPen (ATRS, $1.37, Buy)

You cannot turn on the business news channels without hearing extensive comments and condemnation by pundits and politicians about Mylan's aggressive…
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Antares: Comment on Strength in the Stock Price (ATRS, $1.29, Buy)

A number of people have asked me if I know of any specific reason for the strength in Antares's stock…
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Antares Pharmaceuticals: Teva Launches AB Generic to Imitrex (ATRS, Buy, $1.06)

Teva announced today the launch of its AB rated generic to Imitex (sumatriptan). Remember that Antares books revenues from Teva…
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Antares Pharmaceuticals: Highlights on Makena from AMAG Pharmaceuticals Analyst Day (ATRS, $1.14, Buy)

Report Overview

Antares and AMAG Pharmaceuticals are jointly developing a new subcutaneous formulation of AMAG’s key drug Makena which is currently…
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Antares: Presentation Highlights from Deutsche Bank Conference (ATRS, Buy, $0.97)

Overview

I listened to CEO Bob Apple speak at the Deutsche Bank conference and wanted to pass along a few pieces…
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Antares: AMAG Issues Guidance on Timing of Subcutaneous Makena (ATRS, Buy, $1/05)

I recently wrote a report on Antares entitled Makena has the Potential to Make a Very Significant Contribution to EPS  that…
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Antares: An Outstanding Product Pipeline Promises Dramatic Growth Through 2022 (ATRS, Buy, $0.92)

Investment Thesis in Brief

If you like numbers, you will like this report. It is a very detailed analysis of the…
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Antares: Makena Has the Potential to Make a Very Significant Contribution to EPS (ATRS, $0.85. Buy)

Investment Thesis
Investment Overview

The launch of Otrexup has been extremely disappointing in contrast to my high expectations. Medac launched a competitive…
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Antares: Disappointing News on AB Rated Version of EpiPen (ATRS, $0.95)

Investment Perspective

Teva filed a 6-K regulatory document last night that stated: “Teva received a complete response letter on February 23, 2016 relating…
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Antares: Undeterred by the Poor Stock Performance I Continue to Pound the Table (ATRS. Buy, $1.30)

Upcoming Catalysts

This is a detailed note updating my thinking on Antares and discussing how I come up with my 2017…
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Antares: An Update on My Investment Thinking (ATRS, Buy, $1.33)

Investment Thesis

This has been a very disappointing year for Antares investors; the stock closed at $2.57 on December 31, 2014…
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Antares: The Stock Price Does Not Reflect the Fundamentals (ATRS, $1.60, Buy)

Introduction

Antares recently updated its corporate presentation on their website. .There were several slides in the presentation that reinforce my confidence…
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Quick Take on Antares Following 2Q, 2015 Conference Call (ATRS, Buy, $2.10)

Investment Opinion

Antares stock has been pummeled by the “so far” disappointing launch of Otrexup and uncertainty as to when or…
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Antares: One of My Top Stock Picks for 2015 and 2016 (ATRS, Buy, $2.40, For Paid Subscribers)

Introduction to Report

One of my assets is also one of my biggest drawbacks. When I am writing on a Company…
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Comments on Antares, Kite Pharma and Northwest Biotherapeutics

SmithOnStocks Mailbox
About the Mailbox:

My mailbox comments are brief articles on stocks in which I am involved. These can come from…
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Antares: Teva Offer to Buy Mylan Should Have No Effect on Launch of AB Rated Generic to EpiPen (ATRS, $2.76, Buy)

Overview

Subsequent to my posting of my recent update on Antares, I have seen that Teva has made an offer to…
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Antares: Detailed Sales and Earnings Projections for 2015 and 2016 (ATRS, Buy, $2.77, subscription required)

Investment Thesis
I continue with my long standing recommendation on Antares. Last year was a disappointing year for the stock, but…
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Antares Pharmaceuticals: Highlights of Presentation at JP Morgan Conference (ATRS, $2.36. Buy)

Investment Overview

Antares has hit a somewhat dis-settling stretch as Otrexup prescriptions have recently flattened and the FDA recommended that additional…
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Delay in Quick Shot Testosterone Clinical Program is Not a Major Setback for the Stock (ATRS, Buy, $2.53)

Antares sent out a press release today about a new development in the Quick Shot Testosterone phase 3 program. The Company…
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Antares: Responding to Two Questions on Teva’s AB Rated Competitor to EpiPen (ATRS, Buy, $2.44)

Purpose of the Blog

I very much appreciate questions and feedback from subscribers to my website. I have had two recent…
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Antares: 2015 Could Be the Breakout Year for the Stock (ATRS, $2.24, Buy)

I project 2015 sales of Otrexup at $22 million; if so, it would be generating profit in the latter half…
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Antares: Although it is Still Early, I Think That Otrexup Launch is Going Very Well (ATRS, Buy, $2.93, Paid subscribers)

Investment Thesis

The broad based business model of Antares results in its receiving revenues from numerous products that are marketed by…
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Thoughts on the Market Correction in Biotechnology Stocks

This Has Been a Tough Correction

The recent sharp market correction and rotation out of growth stocks like biotechnology and technology…
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Antares (ATRS, Buy, $4.00) Why I Think That the Otrexup Launch Will Be A Success (Paid Subscribers Only)

Recent Price Behavior

Antares’ (ATRS) price has drifted down since the approval of Otrexup for the treatment of rheumatoid arthritis and…
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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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Antares Marketing Agreement on Otrexup with Leo is a Nice Positive (ATRS, $3.93)

Antares is preparing to launch Otrexup for rheumatoid arthritis in the US in late January of 2014 with its own…
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Antares: Thoughts on the Upcoming Otrexup Launch (ATRS, $3.64)

Investment Thesis
Antares is preparing to launch Otrexup in January 2014; it is the first product it has ever introduced and…
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Antares: An In-Depth Look at Otrexup and Re-iteration of My Buy Recommendation (ATRS: $4.45) (Paid Subscribers Only)

Investment Overview and Thesis
Antares has carved out an interesting niche in the pharmaceutical industry through building a drug delivery business…
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SmithOnStocks Opines on Stocks May 19, Edition

One Approach for Investing in Emerging Biotechnology Stocks
I write on biotechnology and pharmaceutical companies of all sizes, but I have…
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Antares: Reiteration of My Buy Recommendation (ATRS, $4.00)

Investment Thesis
It has been some time since I have written on Antares (ATRS); in fact my last note was in…
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Antares' Pipeline is Bursting with New Products; Vibex MTX is the Star (ATRS)

Investment Opinion
I am reiterating my Buy recommendation on Antares which was initiated on December 6, 2011 at a price of…
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Antares: Settlement of Litigation on EpiPen is a Positive (AIS, $3.08)

Conclusion
I believe that the settlement on the EpiPen litigation is a positive for Antares. It pushes the launch date for…
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Vibex MTX is the Most Exciting Component of the Antares Investment Outlook (AIS, $2.74)

Investment Thesis
I initiated coverage of Antares (AIS) on December 8, 2011 with a buy rating. Important factors driving my recommendation…
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The Promise of the Antares Pipeline is the Basis of my Buy Recommendation (AIS, $2.40)

Investment Opinion
The failure of the Libi-Gel trial rocked the stock of Antares (AIS) and caused it to drop from around…
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Antares Is Initated As A Buy Based On Broad, Promising Pipeline (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.…
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Libi-Gel Phase III Trial Results Should Be Released Shortly (AIS, $2.73)

Investment Overview
One of the eleven products that Antares has in late stage development is Libi-Gel for treating female sexual dysfunction…
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Collaboration with Teva on Self-Injected Drugs Is the Major Driver of the Investment Thesis (AIS, $2.68)

Investment Thesis
In my initial report on Antares, I recommended purchase based importantly on the potential for its self-injection technology. One…
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Approval of Anturol Is Significant Positive (AIS, $2.68)

Anturol Approval is A Major Positive

Recently, I wrote a note about Anturol discussing its therapeutic profile and the commercialization agreement…
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Anturol's December 8th PDUFA Date Is Looming (AIS, $2.77)

Introduction
I recently began coverage of Antares with a buy. The basis of my recommendation was the exceptional pipeline of drugs…
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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.…
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