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Expert Financial Analysis and Reporting

Tag archive for ‘Savient Pharmaceuticals’

Savient: Recommending A Switch Into Discovery Laboraratories (SVNT, $2.31)

I have decided to go the sidelines on Savient (current price of $2.31) and I am recommending a switch into Discovery Laboratories (current price of $3.05). The critical issue with Savient is when a significant inflection point for Krystexxa sales might occur. It appears that based on audit data that sales are growing quarter over […]

John Johnson Resigns as CEO, After Thinking It Over, I Continue with My Buy Recommendation (SVNT, $2.27)

The decision of John Johnson to go to Dendreon as CEO and Chairman after only one year at the helm as CEO of Savient can only be looked at as a negative. The question is whether this is enough of a negative for me to change my Buy opinion that started when I initiated coverage […]

How Big is the Chronic Refractory Gout Market Addressed by Krysrexxa? (SVNT, $2.28)

Introduction The size of the chronic refractory gout market that Krystexxa targets have been a concern to investors and some believe that the slow takeoff of Krystexxa signals that this is a very small patient population. Because there has been no effective drug therapy, there is almost no experience to draw on to help estimate […]

Initiating Coverage of Savient Pharmaceuticals with a Buy: Initial Launch of Krystexxa Has Been Disappointing but I Believe That This is a Breakrhrough Drug with Great Potential (SVNT, $2.35)

Investment Opinion I am recommending purchase of Savient Pharmaceuticals at the current price of $2.35. My recommendation is based on the estimate that Krystexxa sales could reach $209 million in 2015 and my valuation methodology suggests that the stock could sell at $6.40 to $8.50 in 2015. The initial launch of Krystexxa has been slow […]