Reed Research
Biotech, small-cap, long/short equity, special situations

Analysis Of The Near-Term Value Drivers Of Spectrum Pharmaceuticals

Introduction

Spectrum Pharmaceuticals (NASDAQ:SPPI) is a company with over 16 ongoing clinical trials, seven of which will soon be reporting pivotal results. SPPI's pipeline breadth is a double-edged sword. A bloated pipeline can be difficult to manage and focus, but the diversity and innovation inherent in SPPI's pipeline increases the potential that the company might hit something big. The company has some unique therapeutics with little to no direct competition. Several of these therapeutics are approved and being sold to treat niche/orphan markets, giving SPPI the opportunity to price high. The company has various partnerships for both development and marketing: Pfizer/Takeda for Fusilev, Bayer for Zevalin, Topotarget for Belinostat and Allergan for Apaziquone. Moreover, OncoRx is a subsidiary...

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