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Alexander Maxwell

 
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  • Orexigen: Poised To Grab A Large Part Of The Weight Loss Market
    Fri, Sep. 12 OREX 29 Comments

    Summary

    • Contrave will be launched with a larger sales force than both Belviq and Qsymia.
    • More robust safety data should lead to a larger amount of doctors prescribing Contrave over other options.
    • Middle of the road efficacy should be attractive to doctors.
    • Contrave could be the first weight loss drug approved in Europe.
  • Clinical Trial Results To Watch
    Mon, Aug. 25 ADHD 3 Comments

    Summary

    • Clinical trial results have the potential to move their respective stocks.
    • Each of the companies mentioned have important upcoming clinical trial results that will impact the long term potential of their respective company.
    • The phase III data from all of these drugs will be crucial in the path towards future FDA filings and approvals.
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 4
    Sun, Aug. 17 VVUS 15 Comments

    Summary

    • PDUFA decisions have the potential to move share prices.
    • Through knowing when PDUFA decisions are going to be made, investors can benefit from the increased momentum and share price heading into the decision.
    • There are many upcoming decisions in the second half of September for investors to watch.
    • Each of the stocks mentioned in this article have the potential to move up ahead of their respective FDA decision dates.
  • Vringo: Next Steps After A Disappointing Decision Versus Google
    Sat, Aug. 16 VRNG 158 Comments

    Summary

    • Vringo has limited options left to address today's ruling.
    • The best option would be an en banc hearing, which might be granted based on the dispute over the finding of the majority.
    • The verdict today was a huge blow to Vringo, and a clear win in favor of Google, as Google will no longer have to pay damages.
  • ZS Pharma: An Undervalued Small Cap Play
    Fri, Aug. 15 ZSPH 1 Comment

    Summary

    • As ZS-9 continues to advance through the development pipeline the shareprice will increase.
    • ZS-9 has the potential to be a best in class treatment for Hyperkalamia.
    • With sales projections of over $1 billion, the company is substantially undervalued compared to its current marketcap.
  • Dendreon: Is The End Near?
    Wed, Aug. 13 DNDN 23 Comments

    Summary

    • Dendreon will not have enough cash to pay for its 2016 convertible notes.
    • Note holders are unlikely to convert.
    • Dendreon is not likely to be bought out.
    • European launch of Provenge will not be enough to save Dendreon.
  • Time To Panic Over Lipitor Litigation?
    Mon, Aug. 11 PFE 22 Comments

    Summary

    • Plaintiffs will have to overcome substantial hurdles in linking Lipitor to Type II diabetes.
    • A settlement does not appear to be imminent.
    • Pfizer may test the waters before making a settlement decision.
  • Update: Tekmira Clinical Hold Lifted
    Fri, Aug. 8 TKMR 44 Comments

    Summary

    • Lifting of FDA clinical hold will allow for Tekmira to continue testing Ebola therapeutic.
    • This event helps to confirm my opinion on the long-term potential for Tekmira.
    • This event was not anticipated by my article.
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 3
    Mon, Aug. 4 EXAS 12 Comments

    Summary

    • NDA and advisory committee decisions have the potential to move stocks.
    • Through knowing when the FDA is going to make a decision, momentum investors are able to make gains with the buildup ahead of the decision.
    • Each of the companies mentioned in this article will be impacted by the FDA decision.
  • Intelgenx Leadership Change And CRL Response: Why I'm Still Bullish
    Mon, Aug. 4 IGXT 3 Comments

    Summary

    • CRL response for Migraine product will take longer than expected, however, the company has identified a new API supplier if needed.
    • Recent CEO change left shareholders blinded, however, the company appears to have a very able interim CEO.
    • Manufacturing division will help to improve margins and quality control.
  • 3 Biotech Catalyst Stocks To Own
    Thu, Jul. 31 ICPT, XOMA, GILD 5 Comments

    Summary

    • Each of the stocks mentioned in this article have upcoming clinical trial results that should move shares.
    • For Xoma and Intercept, it is one step closer towards generating revenue.
    • Gilead's clinical trial results will be crucial in its quest to lock down the HIV market.
  • Update: LPath Clinical Trial Results
    Tue, Jul. 29 LPTN 8 Comments

    Summary

    • ASONEP data helps to reaffirm investor confidence in the ASONEP program.
    • I reiterate previous article and still consider LPath to be a compelling buy.
    • ASONEP trial expansion will give investors a clearer picture as the company moves forward.
  • Update: Synergy Pharmaceuticals Patient Enrollment
    Mon, Jul. 28 SGYP 4 Comments

    Summary

    • Helps to confirm timeline in my original article.
    • Clinical trial results in the last quarter of 2014 will help to provide a catalyst for shares.
    • The trial will help to prepare for Phase III testing and should increase valuation of the company.
  • Did Pfizer Make A Horrible Business Deal?
    Thu, Jul. 24 PFE 11 Comments

    Summary

    • Puma Biotechnology licensed neratinib from Pfizer inc. in consideration for a royalty.
    • Pursuant to the recent amendment, Pfizer will be due a lower royalty rate in exchange for not funding the upcoming trials.
    • With the recently announced results, Puma investors may be in for an unexpected gain on the amended deal.
  • IntelGenx: A Compelling Investment Opportunity
    Fri, Jun. 27 IGXT 30 Comments

    Summary

    • IntelGenx is trading at a price that does not remotely reflect its potential - it should be higher based on Rizatriptan film alone.
    • The market is substantially undervaluing the pipeline products at IntelGenx.
    • Low cash burn rate helps to lower the risk of dilution.
    • Partnership agreement for unknown drugs could yield an unexpected source of growth for investors.
    • The increasing sales of Forfivo XL along with increased revenue should help to lengthen the company's cash runway, further decreasing the risk of dilution.
  • Titan: A Compelling Investment Trading Below Fair Value And A Potential Buyout By Its Partner
       • Fri, Jun. 27 TTNP 8 Comments

    Summary

    • Partnership agreement with Braeburn Pharmaceuticals has the potential to be very lucrative for Titan.
    • With Braeburn already owning 11% of Titan's stock, it is possible that Braeburn will take another step and buy out Titan.
    • Partnership agreements outside of the US have the potential to be unexpected upside for Titan shareholders.
    • Titan is trading well below the fair value estimate for the company.
    • Conservatively, Titan should be able to get Probuphine on the market by the end of 2016 providing substantial revenues for the company and its shareholders.
  • Syndax Pharmaceuticals: An Interesting IPO Investment
       • Wed, Jun. 25 SNDX 2 Comments

    Summary

    • Entinostat breakthrough therapy designation helps to make investors confident in the Phase III trial.
    • The upcoming IPO should provide the funds needed to advance the clinical trials.
    • Syndax is poised to increase in share price as Entinostat continues to progress through clinical trials.
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 2
    Wed, Jun. 25 HALO 16 Comments

    Summary

    • NDA decisions can represent significant catalysts for investors.
    • By knowing when the FDA is going to make a decision, astute investors are able to benefit from the price increase heading into the decision.
    • Each of the companies in this article have the potential to be meaningfully impacted by their respective FDA decisions.
  • Synergy Pharmaceuticals: An Interesting Investment Ahead Of Multiple Catalysts
    Sun, Jun. 22 SGYP 16 Comments

    Summary

    • Synergy is substantially undervalued over the long term.
    • Plecanatide has the potential to generate significant revenue for Synergy.
    • Continued Plecanatide development will provide many catalysts for shareholders.
    • SP-333 will also help to provide the potential for growth over the long term.
  • Ardelyx: A Promising IPO
       • Thu, Jun. 19 ARDX Comment!

    Summary

    • Tenapanor should provide many upcoming catalysts for shareholders.
    • Promising agreements with both Sanofi and AstraZeneca have the potential to provide significant revenue.
    • Tenapanor is being developed to treat a wide array of diseases, and will be a drug to watch as it is important to the growth of Ardelyx.
    • Additional partnership agreements could serve as unforeseen catalysts.
  • What Does A Positive Adcom Mean For Progenics And Salix?
    Tue, Jun. 17 PGNX, SLXP 3 Comments

    Summary

    • The positive committee vote should help to save Progenics and Salix time and money.
    • The vote, if adopted, will help to bolster the chances of Relistor's sNDA being approved.
    • Positive advisory committee vote will help to remove the FDA's concerns for a cardiovascular outcomes trial.
    • If the FDA adopts Progenics' viewpoints, it could translate into more sales for Relistor.
  • Liberty Bancorp: An Enticing Investment Opportunity
    Tue, Jun. 17 LBCP Comment!

    Summary

    • Liberty's loan portfolio is growing in quality, while also growing in total loans issued.
    • Recent acquisitions should provide stepping stone for long-term success.
    • As economic conditions in Liberty's territories improve, so should the bank's prospects.
    • Liberty is well positioned to continue to grow its net income and to provide substantial returns to shareholders.
  • BioDelivery Sciences: After FDA Approval, Still Room To Run
    Tue, Jun. 10 BDSI 1 Comment

    Summary

    • BEMA Buprenorphine's early July 2014 data read-out provides a substantial catalyst for shareholders.
    • Clonidine Topical Gel development helps to provide another catalyst that has the potential to meaningfully impact shareholders.
    • Shareholders will have catalytic events to wait for as BioDelivery prepares for the third-quarter launch of Bunavail.
  • Versartis: A Long-Term Buy
    Mon, Jun. 2 VSAR Comment!

    Summary

    • VRS-317 offers a potentially best-in-class dosage schedule, which will translate into a competitive edge.
    • Versartis has the potential to grab a significant market share of the HGH market.
    • Versartis is facing a pending catalyst with the release of its clinical data in June from its VERTICAL trial.
  • 2nd Half Of 2014 Biotechnology Catalysts - Part 1
    Tue, May. 27 TRLPF, OMER, BDSI 19 Comments

    Summary

    • FDA catalysts can provide significant returns for investors.
    • The two primary FDA catalysts that we are looking for are FDA decision dates (PDUFA dates) and advisory panel dates.
    • PDUFA decisions include: Trimel Pharmaceuticals (TRLPF), Progenics (PGNX), AcelRX (ACRX), Anacor (ANAC), Omeros (OMER), Mannkind (MNKD), Eagle (EGRX), Biodelivery Sciences (BDSI), Navidea (NAVB), and Orexigen (OREX).
  • Northway Financial: A Promising Bank Trading At A Discount
    Mon, May. 19 NWYF Comment!

    Summary

    • Growing income from core assets helps to position for growth.
    • The market is not adequately valuing the growth potential of Northway.
    • Northway's loan portfolio growth has the potential to provide significant long term returns to investors.
  • IntelGenx Technologies: A Small Cap Company With The Potential For Significant Gains
       • Sun, Jan. 26 IGXT 14 Comments
  • LPath Inc. A Small Biotechnology Company With Big Potential
       • Sat, Jan. 11 LPTN 16 Comments
  • 2014 Biotechnology Catalysts
    Thu, Jan. 9 MNKD, CHTP, EXAS 55 Comments
  • Pioneer Bankshares: Ready To Put Cash In Your Pocket
       • Oct. 25, 2013 PNBI Comment!
  • AEterna Zentaris: An Interesting Investment With Long-Term Growth Potential
       • Aug. 20, 2013 AEZS 3 Comments
  • Catalyst Pharmaceutical Partners: A Compelling Pipeline For Long-Term Growth
    Aug. 19, 2013 CPRX 7 Comments