Wednesday, July 30, 2014

Great Buying Opportunity In Pozen Shares

By Jason Napodano, CFA
  • Pozen shares have sold off significantly over the past month on PDUFA delay and Horizon's loss of some formulary coverage for VIMOVO.
  • We believe PA will be approved in December 2014 and there will be a meaningful run in the shares ahead of approval.
  • Horizon losing formulary coverage for VIMOVO is unfortunate, but the impact to Pozen is minimized by minimum guaranteed payments and an increase in the Ex-U.S. sales royalty rate.
  • We believe Pozen is worth $11.50 per share based on DCF. Assuming PA gets approved in December 2014, Pozen should generate over $1.00 in EPS.
Please read the full article on Seeking-Alpha: LINK

Any questions, please let me know!

Tuesday, July 22, 2014

MYOS Corp. Tackles Muscles Health - Zacks Initiation of Coverage

By Jason Napodano, CFA & David Bautz, PhD

On July 21, 2014, Zacks SCR initiated coverage of MYOS Corporation (MYOS) with a 'Buy' rating and $20 price target. A link to our full 21 research report can be found here >> REPORT.

We have also written an article for Seeking-Alpha.
  • MYOS Corporation is a biotherapeutics and bionutrition company focused on improving muscle health and function to combat muscle related diseases.
  • We believe a solid scientific basis differentiates MYOS from other bionutrition companies.
  • Rapidly increasing revenues are helping to provide the necessary capital for research initiatives targeting muscle health.
  • The company just recently listed on the NASDAQ. MYOS has a clean capital structure and strong management.
  • We believe MYOS would make a good investment for those looking to get into the emerging area of muscle health. We see the shares fairly valued at $20.
Please see the full article on Seeking-Alpha's website here >> ARTICLE.

Any questions, please let me know!

Tuesday, July 15, 2014

For Avita, 'NICE' Decision In September Could Be Huge

By Jason Napodano, CFA
  • The UK's MTAC is expected to meet on July 17th to review data on Avita Medical's ReCell for the treatment of burns and scalds.
  • A positive recommendation to MTAC to NICE would facilitate reimbursement of ReCell in the UK, opening up a huge market and setting a precedent for the rest of Europe.
  • ReCell is a simple to use and effective product for the treatment of a number of skin defects. Sales, however, are limited by lack of reimbursement.
  • A decision by NICE is expected in September 2014.
Please read the full article on Seeking-Alpha: LINK

As always, if you have any questions please let me know!