Category: General - Part 7

Depomed Is Cheap, By Almost Any Measure

I’m long Depomed (DEPO). Here is my model: Depomed has now raised guidance two quarters in a row (Q2, Q3). I think the current guidance is still conservative. Management is guiding to revenues between $336 million and $348 million for 2015. I model $344 million, with most of the growth coming from Nucynta / ER. Upside…

Can-Fite’s Preclinical ED Drug: Is There A Method To This Madness?

“Though this be madness, yet there is method in ’t” – Hamlet: Act II, Sc 2 If you watch a lot of television, especially things like the National Football League (NFL) or PGA Tour golf, or even CNBC, it is virtually impossible to go through a sitting without seeing a commercial for an erectile dysfunction…

RedHill Biopharma’s RHB-104: A Potential Game Changer for Crohn’s Disease?

Last week I wrote an article on Immune Pharmaceuticals (IMNP) and its first-in-class fully human IgG4 monoclonal antibody, bertilimumab, for the treatment of inflammatory bowel disease (IBD). Immune’s drug is currently in a Phase 2 trial targeting patients with moderate-to-severe ulcerative colitis (UC). Investors can view that article here >> LINK I spent a lot…

Why Immune Pharma Is So Excited About Bertilimumab In Ulcerative Colitis

A Quick Look At IBD Inflammatory Bowel Disease (IBD), which includes ulcerative colitis and Crohn’s disease, is a chronic, lifelong condition with serious quality of life implications. According to the Crohn’s & Colitis Foundation of America (CCFA), IBD affects as many as 1.4 million Americans, most of which are diagnosed before the age of 30….

Immune Pharma’s R&D; Day Highlights Potential For Bertilimumab In Dermatology

On Tuesday, September 8, 2015, I attended the Immune Pharmaceuticals (IMNP) R&D Day at the company’s U.S. headquarters at the Alexandria Center for Life Science, in New York City. The majority of the event was spent talking about Immune’s lead pipeline candidate, bertilimumab, for the treatment of immune-inflammatory diseases of the skin and gastrointestinal tract….