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Expert Financial Analysis and Reporting

Tag archive for ‘Antares Pharma Inc.’

Antares: Xyosted Sales Projections for 2020 Through 2023 (ATRS, Buy, $2.62)

Sales Projections for Xyosted Xyosted just completed its sixth full quarter of sales since its launch in 4Q, 2018. Almost all product launches are difficult in this managed care environment. It often takes a year or so to get reimbursement issues partially resolved. Just as Xyosted got through this, the launch ran smack into the […]

Why Bother with Antares? (ATRS, Buy, $2.86)

Investment Perspective Periodically, I get a comment from one subscriber regarding Antares to the effect of why are you bothering with this dog. Over the last five years, the stock hit a low of $0.95 on January 10, 2016 and a high of $4.89 on December 22, 2019. However, it mostly has traded in a […]

Antares (ATRS, Buy, $2.72) Effect of Covid-19 Appears Modest So Far On Company and Xyosted in Particular

Investment Overview Antares stock has been more impacted by the market sell off than many other biotechnology stocks which have rebounded sharply. This occurred even though Covid-19 issues appear to have had only a modest and temporary impact on 2020 results based on what we saw in 1Q. I continue to think there is great […]

Antares: Detailed Sales and Earnings Projections for 2020, 2021 and 2022 (ATRS, Buy, $4.86)

Objective of This Report Antares is an extremely difficult company to model on a sales and earnings basis. Its core technology is based on the use of sophisticated, subcutaneous injector devices to deliver injectable drugs, both patented and generic. This has resulted in two business models. One is based on its proprietary products, Xyosted and […]

Antares Pharma: Highlights from Presentation at Jefferies Healthcare Conference: (ATRS, Buy, $4.79)

Purpose of Report I just listened to the presentation by Antares at the Jefferies conference in London on Wednesday, November 20 and this report is a summary of key points that I heard on the call. I am in the process of coming up with my sales and earnings model for 2020 and beyond. There […]

Antares Pharmaceuticals: Projecting Very Strong Growth in Xyosted Sales for 2020, 2021 and 2022 (ATRS, Buy, $3.89)

Key Points In my sales and earnings model for 2020, I will be using a working estimate of $53.6 million for sales of Xyosted in 2020. My working estimate is lower than two alternative scenarios laid out in this report. In Scenario 1, I arrive at a sales estimate of $70.3 million for 2020 and […]

Antares Pharma: Quick Take on Implication of 3Q Results for Future Growth (ATRS, Buy, $3.70)

Key Points: Xyosted launch continues to impress. Projecting sales of $22 million in 2019 and over $50 million in 2019 AB rated generic to EpiPen royalties estimated at $6.2 million in 3Q. AB rated generic to Forteo could be launched this year. Potential is greater than AB rated generic to EpiPen. I predict that FDA […]

AMAG Pharmaceuticals: AdCom Votes 9 to 7 to Remove Makena from the Market, but I Don’t Think It Will Happen:  AMAG (AMAG, $9.80), Antares Pharma (ATRS, $3.40, Buy)

The FDA AdCom meeting voted 9 to 7 to withdraw Makena from the market. However, 6 of 7 practicing OB/GYNs on the panel voted to keep Makenna on the market and to do additional studies to properly define its role in the management of women with singleton pregnancies who previously have had a preterm birth. […]

AMAG Pharmaceuticals (AMAG, $12.20); Antares (ATRS, Buy, $3.59) What Will FDA AdCom Recommend on Makena in the Aftermath of Failed Prolong Trial?

Key Conclusions I believe that there is a 95% probability that Makena will remain on the market and only a 5% chance that it could be withdrawn. I think that results of PROLONG will be incorporated into the Makena label and the FDA may or may not ask for another trial. There is no approved […]

Antares: Impressive Xyosted Prescription Trends Continue (ATRS, Buy, $3.30)

Key Points: Xyosted prescription trends remain impressive and based on audit data for the last 11 weeks, there has been an acceleration in the trend line. My model has slightly increased its 2019 sales estimate from $18.8 million as shown in my August 27 report to $19.4 million and for 2020 from $53.9 to $56.8 […]