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Monday, August 3, 2015

Nucynta Powers Depomed Past Horizon Bid

By Jason Napodano, CFA

- Second quarter results exceeded expectations, powered by strong initial results with Nucynta.

- On the second quarter call, management laid out plans for future Nucynta growth.

- Depomed's BOD rejected the $33 Horizon bid. I agree, and think the shares could be worth as much as $39 based on comp-analysis.

Please read the article on Seeking-Alpha: LINK

Wednesday, July 29, 2015

Corbus Calls Warrants, Pushes Forward In Three Phase 2 Trials With Resunab

By Jason Napodano, CFA

- Over the past few months (including the announced call yesterday), Corbus will pull in $11.3 million from warrants.

- Resunab is in three Phase 2 trials, all of which will read-out in about 18 months.
- I analyze the company based on my "Five Cs" and conclude that this is a very attractive entry point.

- My model says fair value is $7 per share.

Please read the article on Seeking-Alpha: LINK

Neuralstem Wins Patent Infringement Case Vs. StemCell, Inc.; Moves Forward In Spinal Cord Injury

By Jason Napodano, CFA

- Neuralstem won its long-standing patent infringement case vs. StemCells, Inc.

- Work continues with NSI-566 in both ALS and SCI.
- Anecdotal evidence from one patient in the Phase 1 spinal cord injury trial is encouraging.
- I believe the shares are worth $3.50.
Please read the article on Seeking-Alpha: LINK