Tag archive for ‘QST’
Antares: Pipeline is Bursting with Late Stage Products (ATRS, $2.77, Buy)
Key Points: Antares has an impressive portfolio of seven new products that could lead to explosive growth over the next four years. I am projecting that revenues of five partnered products could increase from $17.0 million in 2016 to $142.0 million in 2021 (a nearly five fold increase) and that revenues from two wholly owned […]
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 […]
Antares: Updates on QST and AB Generic to EpiPen; Reiteration of Buy Recommendation (ATRS, Buy, $1.65)
Overview and Investment Opinion In my opinion, Antares is substantially undervalued. My price target is $6 60 $8 in 2018 and the thinking behind this was explained in my April 22 report An Outstanding Product Pipeline Promises Dramatic Growth Through 2022 Antares: An Outstanding Product Pipeline Promises Dramatic Growth Through 2022 (ATRS, Buy, $0.92) The stock […]
Antares: Undeterred by the Poor Stock Performance I Continue to Pound the Table (ATRS. Buy, $1.30)
Upcoming Catalysts This is a detailed note updating my thinking on Antares and discussing how I come up with my 2017 price target range of $3.25 to $10.00; the latter is based on Antares being acquired (probably by Teva). Additionally, I wanted to make you aware of three catalysts that could bolster investors’ confidence. There […]
Antares: Highlights of CEO’s Presentation at Piper Jaffray Conference (ATRS, Buy, $2.46)
Overview I tuned in to the Antares presentation at the Piper Jaffrey conference on December 2, 2014 to listen to what the new CEO Eamonn Hobbs emphasized to investors in a short 15 minute presentation. He spent a lot of the time talking about Quick Shot Testosterone (QST), the new once a week subcutaneous injectable […]
Antares: Thoughts on FDA Briefing Documents for September 17th Advisory Committee Meeting on Testosterone Replacement Products (ATRS, $2.14, Buy)
The FDA does not appear to be concerned about cardiovascular risk with testosterone replacement products so this is a major positive. The FDA is asking the panel to consider if these products are used too much in unapproved indications. The testosterone replacement market has shrunk significantly in 2014 due to the cardiovascular safety issue. There […]