Tag archive for ‘Makena’
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 to gain approval of a subcutaneous dosage form of its key drug Makena. Management has guided that sales of Makena reached $333 to $336 million in 2016 (about 63% of total sales) and issued […]
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 was explained in my April 22, 2016 report “An Outstanding Product Pipeline Promises Dramatic Growth Through 2022” (see this link) If you are unfamiliar with the Company or need to be refreshed, I would suggest […]
AMAG Pharmaceuticals: Initiation of Research on a Complex but Potentially Very Interesting Investment Situation (AMAG, Neutral, $24)
Organization of Report The first five pages of this report (section 1) provide a quick summary of my view of AMAG’s business outlook and how this leads to my investment thesis. It does not go into great depth as it is intended to give an impression so that you can decide whether you want to […]
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 product Rasuvo shortly after Otrexup. It was my expectation that Medac would focus on educating physicians and expanding the market to the benefit of both products. In my experience, this has been the […]