May 20, 2024
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Pharma

Amphastar: Profitable Pharma With Strong Growth (NASDAQ:AMPH)

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Cecilie_Arcurs/E+ via Getty Images This is my first article on Amphastar Pharmaceuticals (NASDAQ:AMPH), a diversified pharmaceutical company. Its company profile as shown on its website bills itself as focusing on: …developing, manufacturing, marketing, and selling technically-challenging generic and proprietary injectable, inhalation, and intranasal products. Additionally, the Company sells insulin API products. Most of the Company’s…

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Zealand Pharma A/S (ZLDPF) Q1 2024 Earnings Call Transcript

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Zealand Pharma A/S (OTCPK:ZLDPF) Q1 2024 Results Conference Call May 16, 2024 8:00 AM ET Company Participants Anna Krassowska – VP, IRAdam Steensberg – President, CEODavid Kendall – CMOHenriette Wennicke – CFO Conference Call Participants Rajan Sharma – Goldman SachsLucy Codrington – JefferiesThomas Bowers – Danske BankLaura Hindley – BerenbergSuzanne van Voorthuizen – VLK Operator…

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Innate Pharma S.A. (IPHA) Q1 2024 Earnings Call Transcript

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Innate Pharma S.A. (NASDAQ:IPHA) Q1 2024 Results Conference Call May 14, 2024 8:00 AM ET Company Participants Henry Wheeler – Head, Investor RelationsHerve Brailly – Interim Chief Executive OfficerSonia Quaratino – Chief Medical OfficerYannis Morel – Chief Operating OfficerArvind Sood – EVP, U.S. OperationsFrederic Lombard – Chief Financial Officer Conference Call Participants Daina Graybosch –…

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What Makes Viking Therapeutics An Attractive Takeover Target Or Big Pharma Partner (VKTX)

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marrio31 Shares of Viking Therapeutics (NASDAQ:VKTX) have surged in the last 12 months, driven by the success of its obesity candidate, the subcutaneously administered VK2735. VK2735’s efficacy, safety and tolerability data to date look very competitive, even when compared to the so-called triple G agonists such as Eli Lilly’s (LLY) retatrutide. And more recently, the…

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Immatics Stock: Big Pharma Partners, Intriguing Catalysts Make Buy Case (NASDAQ:IMTX)

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luismmolina Investment Overview Immatics (NASDAQ:IMTX), based in Tuebingen, Germany, achieved its Nasdaq listing in 2020, via a business combination with Arya Sciences Acquisition Corp, a special purpose acquisition company (SPAC) sponsored by Perceptive Advisors. According to Harvard Business Review: A SPAC is a publicly traded corporation with a two-year life span formed with the sole…

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Evaxion: An Intriguing AI Vaccine Company With Big Pharma Collaboration (NASDAQ:EVAX)

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phuttaphat tipsana/iStock via Getty Images Thesis overview Evaxion (EVAX) aspires to use artificial intelligence (AI) to design vaccines for cancer immunotherapy, as well as for infectious diseases. EVAX claims being more advanced than competition because it has been constantly developing and improving its models for 15 years. Additionally, EVAX has in-house capability to validate novel…

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Sanofi: My Top Pick In Big Pharma (NASDAQ:SNY)

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AndreyPopov The large-cap pharmaceutical group has lagged the stock market badly over the past year, relative to the S&P 500 jump of +25% or high-flying NASDAQ 100 index spike of +40%. So, I consider this sector a good hunting ground for bargains. Since late summer, I have written bullish views on Pfizer (PFE) here and…

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Verona Pharma: Upcoming PDUFA, Expired Patent, Strong Data (NASDAQ:VRNA)

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Pgiam/iStock via Getty Images Verona Pharma plc (NASDAQ:VRNA) develops medicines for respiratory diseases. Its lead (and only) asset is ensifentrine, an inhaled and dual inhibitor of the phosphodiesterase (“PDE”) 3 and PDE4 enzymes. Ensifentrine is being developed in three formulations, as a nebulizer, a dry powder inhaler or DPI and pressurized metered-dose inhaler or MDI….

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Thermo Fisher: Downturn In Pharma And Biotech And Weak China Growth; Initiate With ‘Hold’

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JHVEPhoto Thermo Fisher Scientific (NYSE:TMO) has revised their full-year revenue guidance, attributing the adjustment to a 1% core organic growth, primarily influenced by sluggish growth in China and the diminishing impact of COVID-related revenue. Their outlook for FY24’s core organic revenue growth mirrors the levels seen in FY23, indicating another year of modest expansion. In…

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Lexicon Pharma: Inpefa’s Early Clinical Benefits, Rehospitalization Data May Unlock Value

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apomares/E+ via Getty Images Introduction & Thesis Shares of biopharma Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) are ~60% off their May highs, despite holding an FDA-approved key drug (Inpefa) for heart failure in its portfolio. The sell-off is largely attributed to investor concerns over Inpefa’s market uptake amid a perfect storm of competition from pharma heavyweights like…

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Ocuphire Pharma, Inc. (OCUP) Ocuphire Pharma Corporate Update Call (Transcript)

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Ocuphire Pharma, Inc. (NASDAQ:OCUP) Corporate Update Call December 5, 2023 10:00 AM ET Company Participants Dr. George Magrath – Chief Executive Officer Michael Wood – LifeSci Advisors Charlie Hoffmann – SVP of Corporate Development Ronil Patel – Chief Business Officer Conference Call Participants Kristen Kluska – Cantor Fitzgerald John Newman – Canaccord Genuity Operator Greetings….

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BridgeBio Pharma: Taking Some Profits (NASDAQ:BBIO)

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gorodenkoff History will be kind to me for I intend to write it.”― Winston S. Churchill. Today, we put mid-cap biopharma concern BridgeBio Pharma, Inc. (NASDAQ:BBIO) back in the spotlight for the first time since May of this year. That article concluded that BridgeBio merited a small holding within a well-diversified biotech portfolio. The stock…

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Verona Pharma Ensifentrine: A New Era In Respiratory Disease Treatment (NASDAQ:VRNA)

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Koldunov/iStock via Getty Images Verona Pharma (NASDAQ:VRNA) is a biopharmaceutical company based in London with offices in the US. VRNA´s main candidate drug is ensifentrine, a promising treatment for patients suffering from COPD, cystic fibrosis, and asthma. This medicine is a bronchodilator and non-steroidal anti-inflammatory agent that has demonstrated promising results in clinical trials. In…

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Lantern Pharma Inc. (LTRN) Q3 2023 Earnings Call Transcript

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Lantern Pharma Inc. (NASDAQ:LTRN) Q3 2023 Earnings Conference Call November 8, 2023 4:30 PM ET Company Participants Panna Sharma – President and Chief Executive Officer David Margrave – Chief Financial Officer Conference Call Participants Operator Good afternoon, and welcome to our Third Quarter 2023 Earnings Call. As a reminder, this call is being recorded and…

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Jazz Pharma: Playing The High Notes With Xywav (NASDAQ:JAZZ)

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g-stockstudio/iStock via Getty Images At a Glance Navigating Jazz Pharmaceuticals’ (NASDAQ:JAZZ) operational and financial matrices poses a unique analytical challenge, accentuated since my last dissection. Clinically, the company continues to make strategic headway, most notably with Xywav’s alignment to sodium-reduction guidelines and Epidiolex’s market penetration into long-term care settings. However, operational glitches in the supply…

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Ascendis Pharma A/S (ASND) Q2 2023 Earnings Call Transcript

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Ascendis Pharma A/S (ASND) Q2 2023 Earnings Conference Call September 5, 2023 4:30 PM ET Company Participants Tim Lee – Senior Director, Investor Relations Jan Mikkelsen – President and Chief Executive Officer Scott Smith – Executive Vice President and Chief Financial Officer Conference Call Participants Li Watsek – Cantor Paul Choi – Goldman Sachs Andreas…

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Royalty Pharma (RPRX) Q2 2023 Earnings Call Transcript

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Royalty Pharma plc (NASDAQ:RPRX) Q2 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Pablo Legorreta – Chief Executive Officer Marshall Urist – Executive Vice President, Head of Research and Investment Terrance Coyne – Executive Vice President, Chief Financial Officer Chris Hite – Executive Vice President, Vice Chairman George Grofik – Head…

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EssilorLuxottica: Solid Q2, Pharma Upside On The Horizon (OTCMKTS:ESLOF)

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Justin Sullivan Since our initiation of coverage called “EssilorLuxottica Is A Combination Of Value And Growth,” the company’s stock price (OTCPK:ESLOF)(OTCPK:ESLOY) appreciated by almost 30% (including the dividend payment). Before our deep-dive into the just announced quarterly results, our buy rating is supported by 1) acquisition synergies with GrandVision’s integration; 2) the company’s collaboration renewals;…

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