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  • Acadia Stock Report: Business Overview And Revenue Projection [View article]
    You are right that we did not include sales from off-label uses. We used more conservative revenues numbers to derive intrinsic value so as to avoid erring on the downside.
    Sep 21 09:23 AM | Likes Like |Link to Comment
  • Acadia Stock Report: Business Overview And Revenue Projection [View article]
    You may be right that the drug could be used off-label. We used more conservative revenues numbers to derive intrinsic value so as to avoid erring on the downside.
    Sep 21 09:22 AM | Likes Like |Link to Comment
  • Acadia Stock Report: Business Overview And Revenue Projection [View article]
    You are right. The current revenue projection assumes that ACAD has no corporate partner. If ACAD could find a partner, the sales rate could improve significantly, thus increasing stock valuation.
    Sep 21 09:16 AM | Likes Like |Link to Comment
  • Acadia Stock Report: Business Overview And Revenue Projection [View article]
    No. I assume that the ADP indication will be approved beyond 2017, thus excluded in the revenue projection.
    Sep 21 09:13 AM | Likes Like |Link to Comment
  • Mini iPads Could Be A Mega Apple Hit [View article]
    You are absolutely right on your comments. The $150 million of incremental profit refers only to Q1 earnings (Nov-Dec 2012). iPad mini's potential will reach far beyond 2012. We are working on a report on AAPL's stock valuation and will integrate the revenue growth of its products into 5-year projection.
    Oct 23 11:30 AM | 1 Like Like |Link to Comment
  • Lipitor's Patent Expiration: How Much Will It Impact Pfizer's Revenue And Earnings In 2012? [View article]
    If you read any of the big pharma's annual reports, you will find that they all have dozens of litigation or lawsuits going on all the time. The costs have become part of their operating expense and have been factored in our valuation model. We will have a final valuation report for Pfizer out soon. Stay tuned.
    Oct 22 03:06 PM | Likes Like |Link to Comment
  • Lipitor's Patent Expiration: How Much Will It Impact Pfizer's Revenue And Earnings In 2012? [View article]
    We will post another report on Pfizer's valuation. We think its fair value is $27-28. So, there is not a great upside from here. If you are looking another pharma stock to replace Pfizer, we would recommend JNJ (Johnson and Johnson). Its current fair value is $81 and likely to continue to go up, based on our analysis. Please read our JNJ piece at Seeking Alpha:

    http://seekingalpha.co...
    Oct 22 03:03 PM | Likes Like |Link to Comment
  • Johnson & Johnson Stock Valuation - Part 4 [View article]
    It's hard to guess how the market will behave in the near term. But a correction of 5% or more is possible. JNJ will report Q3 earnings in October. The earnings may not look good, given the $350M Alzheimer drug write-off. So, there may be a buying opportunity. I would think a price below $65 is a good starting point.
    Sep 14 09:23 AM | Likes Like |Link to Comment
  • Johnson & Johnson Stock Valuation - Part 4 [View article]
    There are several ways to assess a company's management. One is to look at their financial performance. The other is to listen or read annual report to gauge their business strategies and how well they execute those strategies. If you suspect that management is not doing a good job, then you could also assign higher required rate of return (r) in the valuation model. In essence, a higher r suggests a greater business risk and brings down the company's value.
    Sep 11 02:20 PM | Likes Like |Link to Comment
  • Johnson & Johnson Stock Valuation - Part 4 [View article]
    It's been corrected to Part 4.
    Sep 11 02:15 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson Stock Valuation - Part 4 [View article]
    We may do an analysis on PFE soon. Stay tuned.
    Sep 11 02:14 PM | Likes Like |Link to Comment
  • Johnson & Johnson - Life After The Patent Cliff? [View article]
    If you want to know where JNJ's revenue growth will come from, please read our reports on JNJ.

    http://seekingalpha.co...

    http://seekingalpha.co...
    Sep 11 09:43 AM | Likes Like |Link to Comment
  • Johnson & Johnson - Life After The Patent Cliff? [View article]
    Glad to hear that Yervoy works for you. Indeed, immunotherapy like Yervoy is a revolutionary therapy in cancer field. We would expect BMY to expand Yervoy to other cancer types. In addition, BMY is developing another cancer immunotherapy (anti-PD1) similar to Yervoy. We will write reports on BMY and on cancer immunotherapies in general. Please keep an eye on our reports.
    Sep 11 09:39 AM | Likes Like |Link to Comment
  • Is Amarin Positioned To Be A Takeover Target? [View article]
    If the company needs to fund the trial by issuing more common stocks, it will increase outstanding share counts. As a result, the current shareholders percentage of ownership will be reduced. We have seen cases where a company issued 30% more of its stock, and the stock price plunged 20%.
    Sep 10 11:07 AM | Likes Like |Link to Comment
  • Is Amarin Positioned To Be A Takeover Target? [View article]
    Thanks for clarifying the REDUCE-IT enrollment number of 8000, not 18000, which referred to Epadel clinical trial size.
    Sep 10 11:01 AM | Likes Like |Link to Comment
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