Axsome looks good on multiple catalysts: Fast Track designation eases liquidity concerns

Axsome Therapeutics Inc. ($AXSM) has multiple catalysts coming up in the near future as it has two main drug candidates under Phase 3 testing for multiple conditions. One of its drug candidate recently received the FDA Fast Track designation while the other already has this designation for both the indications. [...]

By |June 20th, 2017|Monthly Investment Ideas|0 Comments

Alnylam $ALNY stock to maintain momentum with new patent win

Alnylam Pharmaceuticals Inc. ($ALNY) boosted its patent portfolio with new allowances from USPTO as the regulatory authority issued the notices with regard to patent application 15/483,354 and patent application, 14/943,612. The first patent was acquired by the company from Merck in 2014 and forms a part of the McSwiggen patent [...]

By |June 15th, 2017|Monthly Investment Ideas|0 Comments

Upcoming monitoring system makes iRadimed ($IRMD) a good mid-term investment

iRadimed Corp ($IRMD) recently announced increase in IV pump bookings during the month of March. These pumps are one of the two primary revenue generators for the firm, the other one being an MRI scanner. IV pumps are covered under 510 (k) FDA Premarket license, giving them an almost virtual [...]

By |June 13th, 2017|Monthly Investment Ideas|0 Comments

Protalix BioTherapeutics receives FDA approval for expanding use of current manufacturing facilities $PLX

Protalix BioTherapeutics Inc. ($PLX), a biopharmaceutical company, is focused on the development of recombinant therapeutic proteins based on its proprietary ProCellEx protein expression system. The company recently announced Phase II Clinical Trial Results for alidornase alfa in Cystic Fibrosis (CF). The new clinical data pertaining to ppFEV1 measurement taken after [...]

By |June 8th, 2017|Monthly Investment Ideas|0 Comments

Sonoma Pharmaceuticals: Upcoming catalyst presents second opportunity for those who missed the boat earlier $SNOA

Sonoma Pharmaceuticals $SNOA operates in dermatological care segment, which is considered rather low risk area of pharmacology. The company comes with a robust product portfolio as well as an impressive product pipeline, making it an attractive investment target. The valuations of the company are also on the cheaper side, which [...]

By |June 6th, 2017|Monthly Investment Ideas|0 Comments

Four Investment Ideas for January 2017 – $MDCO, $CDTX, $AQXP, $ARQL

This month's investment idea article discusses four stocks - The Medicines Company, Cidara Therapeutics, Aquinox and ArQule. Of these, $MDCO is a top idea with multiple revenue-earning products and 2 major pipeline product candidates with upcoming data. $ARQL is another important idea, also with upcoming catalysts. The other two are [...]

By |January 29th, 2017|Monthly Investment Ideas|4 Comments

My Top Picks for 2017…and beyond – $RHHBY $HALO $BLCM

I had three picks for 2016, Relypsa $RLYP, Acadia $ACAD and Progenics $PGNX. $RLYP was acquired at a 60% premium by a large Swiss company. ACAD got its drug approved, and just hit another successful trial for pimavanserin. PGNX has done very well. Oral Relistor got approved, and it has [...]

By |December 29th, 2016|Monthly Investment Ideas|2 Comments

Conviction Buy List November – $BLCM $HALO $AKBA

I removed Gilead $GILD from the list because I see no short term hope for this stock unless there's some acquisition. Even good trial results aren't helping. This doesn't mean the stock needs to be sold; it just means there are better buys out there. I removed Dynavax $DVAX because [...]

By |December 4th, 2016|Monthly Investment Ideas|0 Comments

Three Investment Ideas – November 2016

Halozyme The top three investment angles for Halozyme are that, one, it is a small company with an approved product, two, its Enhanze platform is partnered with a number of large biotech and generates royalties, and three, it has a late stage pipeline with strong potential. Halozyme (HALO) is a [...]

By |November 26th, 2016|Monthly Investment Ideas|0 Comments

Global Blood Therapeutics $GBT Presents Excellent Opportunity in SCD

Global Blood Therapeutics, Inc $GBT investment angle is this - GBT just received what amounts to an SPA from the FDA, and it is very lenient. In fact, the required primary endpoint for p3 has already been achieved in phase 2. “The study's primary efficacy endpoint will be the proportion [...]

By |November 1st, 2016|Monthly Investment Ideas|2 Comments

The three ‘Gens and Gilead $GILD $CELG $BIIB $AMGN: Which has the most promise?

There are others, but these four companies - Celgene $CELG Biogen $BIIB Amgen $AMGN and Gilead $GILD - have often been discussed in these forums. These are a special subset of biotech companies, those that are large cap, have a long-tailed product line, but are still growth stocks. I have [...]

By |October 24th, 2016|Monthly Investment Ideas|0 Comments

$VSAR Valuation Report

Versartis $VSAR is targeting a $3 billion market with its Somavaratan. In order to value the company, I have assumed a 2019 launch for the drug in both adult and pediatric markets. *** L3 or above subscription required to read the rest of the article ... Login or Subscribe/Upgrade [...]

By |October 19th, 2016|Monthly Investment Ideas|0 Comments

Versartis $VSAR Low Risk Buying Opportunity Before Catalyst

Versartis $VSAR Somavartan’s advantages over other recombinant human growth hormones, or rhGH, both long and short acting, are, Longer half life, remains active in the bloodstream longer, 131 hours compared to 2-4 hours, making it more suitable for monthly dosing Monthly dosing of somavartan is comparable to daily dosing of [...]

By |October 17th, 2016|Monthly Investment Ideas|0 Comments

Valuation Report: $ZGNX

An estimated 16,000 to 29,000 patients live with Dravet syndrome in the U.S. and Europe. In order to value ZX008 in Dravet syndrome, I have assumed the total number of patients living with Dravet syndrome in the U.S. and Europe at 25,000 in 2019, the year ZX008 could be potentially [...]

By |October 10th, 2016|Monthly Investment Ideas|0 Comments

AC Immune $ACIU: Interesting approach in neurodegenerative diseases

AC Immune is a small Swiss company that has been in existence since 2003, but just recently IPO-ed on NASDAQ. The company is developing novel therapeutic and diagnostic agents for treating, diagnosing and vaccinating various neurodegenerative diseases, including Alzheimer’s Disease. *** L3 or above subscription required to read the [...]

By |October 10th, 2016|Monthly Investment Ideas|0 Comments

Zogenix $ZGNX, Are There Safety Risks With ZX008?

Zogenix $ZGNX has two products, ZX008, low-dose fenfluramine for various types of epilepsies; and Relday, a long-acting SC risperidone injection  for schizophrenia. ZX008 initiated phase 3 in January 2016 for Dravet’s syndrome, a rare type of epilepsy syndrome occurring very early in life. As people have discussed in our chatroom, [...]

By |September 28th, 2016|Monthly Investment Ideas|0 Comments

Valuation for MEI Pharma $MEIP

The key value driver for MEI Pharma (MEIP) is pracinostat in secondary AML space where patients are too sick for chemotherapy. The AML treatment market was estimated at around $343 million in 2014, according to GlobalData. The consulting and research firm expects the market to grow at a CAGR of [...]

By |September 1st, 2016|Monthly Investment Ideas|0 Comments

$PTLA Price Target Update

Portola ($PTLA) suffered a setback this week as the FDA issued a Complete Response Letter (CRL) to the company relating to the New Drug Application (NDA) for andexant alfa. As I have noted before, andexanet alfa is the key value driver for PTLA. In fact, when I first valued PTLA, [...]

By |August 19th, 2016|Monthly Investment Ideas|3 Comments

Valuation of $CEMP Cempra

The valuation of Cempra $CEMP is based mainly on the potential of Solithromycin. The company’s NDAs for the drug has been accepted by the FDA and the oral and IV formulations could be launched by early 2017. For the DCF valuation, I have focused on the U.S. market alone. The [...]

By |August 16th, 2016|Monthly Investment Ideas|0 Comments

BUY Cempra $CEMP, a Pure-Play Superbug Targeted Drug Platform

Richard Pearson’s recent article on Cempra $CEMP has most of the details necessary for investors to decide about the stock; except a couple critically medical things. One, comparative safety/efficacy profile of Solithera as seen in the two trials, IV and oral, for CABP (community-acquired bacterial pneumonia). Two, based on that [...]

By |August 15th, 2016|Monthly Investment Ideas|1 Comment