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Expert Financial Analysis and Reporting

Tag archive for ‘Heron Therapeutics’

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 has had a major impact on the small biotechnology names that I specialize in. The correction has been stomach churning for me even though I have been through this many times before. I am […]

SmithOnStocks Opines on Biotechnology Stocks, May 28, 2013

Introduction I have started to write a newsletter on a weekly or bi-weekly basis to supplement my reports and blogs. In this week’s edition, I start with some thoughts on financing strategies for biotechnology companies. This can have an impact on stock prices second only to product development news. I follow this with some brief […]

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 spent much of the last year focusing on small biotechnology companies ranging in size from as low as $50 million in market about $400 million. There is much less analyst and investor attention […]

A.P. Pharma: Management Change is a Positive for the Stock (APPA.OB, $0.39)

Introduction This report deals with the just announced management change at A.P. Pharma (APPA.OB) and the positive impact that I believe it will have on the stock. It does not get into an in-depth discussion of the fundamentals and financial projections for the Company. For those wanting more background, I would refer you to past […]

A.P. Pharma Receives Complete Response Letter on APF530 (APPA.OB, $0.34)

Overview A.P. Pharma has just released the disappointing news that it has received a Complete Response Letter for APF530. The press release described three issues that led to the CRL. · With respect to chemistry, manufacturing and controls (CMC), the FDA has requested the refinement of one product quality analytical test method, and that certain […]

A.P. Pharma: PDUFA Date on APF530 Looms and I Am a Buyer (APPA.OB, $0.70)

Investment Opinion and Background I initiated coverage of A.P. Pharma (APPA.OB) in April of 2012 with a Buy. I am anticipating approval of its lead drug, APF530 at the March 27, 2013 PDUFA date. I believe that the company has successfully answered the CMC issues that resulted in a Complete Response Letter to its earlier […]

A.P. Pharma: Refiling of NDA for APF530 Could Lead to Stock Price Strength

Catalyst AP Pharma (APPA.OB) announced that it has resubmitted its New Drug Application (NDA) to the FDA for its lead product candidate, APF530, for the prevention of acute and delayed onset chemotherapy-induced nausea and vomiting (CINV). A.P. Pharma expects to be notified that the FDA has accepted the refiling and has established a Prescription Drug […]

Recently Added Board Member Brings Great Expertise to the Potential Launch of APF530 (APPA, $0.64)

Investment Thesis and Price Target I initiated coverage of A.P. Pharma (APPA.OB) with a buy at $0.42 per share on April 25, 2012. I am reiterating a buy at the current level of $0.64 per share. For more details on the fundamental outlook for A.P. Pharma please refer to my initiation report called Unusual Potential […]

Stock Weakness Following Equity Offering Provides A Buying Opportunity in A.P. Pharma (APPA, $0.58)

Investment Thesis The equity offering by A.P. Pharma of 102 million shares at $0.52 per share has put pressure on the stock, but it is gradually recovering and the current price of $0.58 presents a buying opportunity in my opinion. I initiated coverage with a buy at $0.42 per share on April 25, 2012. I […]

A.P. Pharma: Ondansetron’s Link to QT Interval Prolongation is a Huge Positive for APF530

The FDA issued a safety communication on June 29, 2012 further advising physicians on the link of ondansetron (Zofran) to QT interval prolongation; this condition can cause abnormal heart rhythms that  in some cases may be life threatening. This follows a previous communication on the same concern on September 11, 2011. Because AP Pharma’s competitive […]