Tag archive for ‘Aerosurf’
Discovery Laboratories: My Current Thinking on the Surfaxin Launch and Aerosurf Phase 2 Trials (DSCO, Buy/Hold, $1.62)
Investment Thesis At the time of launch of Surfaxin on November 8, 2013 Discovery Laboratory’s (DSCO) stock was selling at $2.00. By February 2014, it had climbed to $2.65, but has since slid to $1.60. This weakness was due to disappointment with the launch. The ever growing difficulty in gaining quick Pharmacy and Therapeutics (P&T) […]
Discovery Laboratories: A Look at the Surfaxin Launch and the Phase 2a Trial of Aerosurf (DSCO, Buy, $1.79, free content)
Launch of Surfaxin The launch of Surfaxin has begun and initial results were below expectations causing the Company a few months ago to withdraw guidance of $8 to $10 million of sales in 2014. This along with the general weakness in emerging biotechnology stocks has caused weakness in the stock. New guidance will probably be […]
Discovery Laboratories: An Update on the Surfaxin Launch and the Phase 2 Clinical Trial Program for Aerosurf (DSCO, Buy, $1.72)
Introduction and Overview This note updates recent progress of the company along with my detailed investment outlook which I break into four different stages of time. The launch of Surfaxin has begun and initial results were below expectations causing the Company to withdraw guidance of $8 to $10 million of sales in 2014. New guidance […]
Discovery Laboratories: An Asymmetric Opportunity (DSCO, $2.07)
I have just published the first of a series of reports on Discovery Laboratories. Instead of publishing an extensive report (which I have actually written), I thought that I would publish smaller excerpts that may be easier to digest. I am starting with the most important part that goes through my thinking on why the […]
Discovery Laboratories (DSCO, $2.07): An Asymmetric Opportunity
 Purpose of This Report This is the first of a series of reports on Discovery Laboratories. Instead of publishing an extensive report (which I have actually written), I thought that I would publish smaller excerpts that may be easier to digest. I am starting with the most important part that goes through my thinking […]
Discovery Laboratories: Removal of Financing Overhang Is a Catalyst for the Stock (DSCO, $2.17)
Investment Thesis I believe that the recent stock offering by Discovery Laboratories (DSCO) removes the financing overhang that has been holding the stock back. The Company now has enough cash to see it through two years of the Surfaxin launch, phase IIa data on Aerosurf in mid-2014, phase IIb data on Aerosurf in mid-2015 and […]
Discovery Laboratories: What the Marketing Approval of Surfaxin Could Mean to the Stock (DSCO, $2.72)
Surfaxin is Finally Cleared for Commercialization in the US The long saga for Discovery Laboratories (DSCO) that began with the first filing of an NDA for Surfaxin in April of 2004 has finally come to an end as the FDA has cleared Surfaxin for marketing. The NDA was actually approved in March 0f 2012, but […]
Discovery Laboratories: The Street Is Getting on Board With Me
My Recent History on Discovery Laboratories On February 22, 2012, I initiated coverage of Discover Laboratories with a Buy and at a price of $2.82; the report was called Surfaxin Should Be Approved on its March 6th PDUFA Date. I urged investors to buy the stock before the PDUFA date. When I issued the report, […]
Discovery Laboratories (DSCO): An Update and Buy Re-iteration
I have just published a new report on Discovery Laboratories; this emerging company has two products approved for U.S. marketing with Surfaxin and Afectair and controls worldwide rights to these products with the exception of Surfaxin in Spain and Portugal. It also has a highly promising pipeline. Surfaxin LS is a meaningful improvement over Surfaxin […]