Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Lundbeck Remains A High-Risk/High-Reward Specialty Pharmaceutical Play

There isn't that much middle ground when it comes to Danish CNS specialty pharmaceutical company H Lundbeck A/S (OTCPK:HLUYY) - sell-side analysts either think it is an overvalued company with little chance of differentiating its new products in the market or they think it is an undervalued company that can drive significant value through advanced drug design methods that lead to products with better efficacy and/or safety profiles. With the recent clinical failure of desmoteplase and an unimpressive initial ramp for Brintellix and Abilify Maintena the bears are looking stronger of late, but I believe this risky specialty pharma company still has a few strong cards left to play.

An Okay Quarter, But Not A Game-Changer

Lundbeck's second...

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