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Expert Financial Analysis and Reporting

Tag archive for ‘Andexxa launch’

Portola: Andexxa Looks to be a Blockbuster (PTLA, $30.00, Buy)

Overview The investment story for Portola is virtually 100% based on the sales ramp for Andexxa. Skepticism and/ or uncertainty have been running high because new drug product launches in general are slow and disappointing and this is particularly true for hospital products like Andexxa. I have been taken aback at the poor stock performance. […]

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‚Äôs technology, its products and clinical trial data, you may want to read my […]

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 […]