Seeking Alpha

Jason Napodano, CFA

 
View as an RSS Feed
View Jason Napodano, CFA's Comments BY TICKER:
Latest  |  Highest rated
  • Avita Med cleared to expand ReCell trial [View news story]
    GREAT NEWS for these guys!!
    Sep 16 04:51 PM | Likes Like |Link to Comment
  • Nuvo Research: An Overlooked Stock With Great Upside Potential [View article]
    This is one cheap biopharma company! I think they resign a deal for Pennsaid in the next 1-2 months that brings in $25+ million. I also think the market is ignoring WF10 and that with positive data this stock could easily double.

    Jason
    Sep 16 04:33 PM | Likes Like |Link to Comment
  • What Will Depomed Do With Half A Billion In Cash? [View article]
    There's a part of me that wants to scream, "Don't bite the hand that feeds you!" Especially now that they have won all outstanding ANDA litigation and Gralise has patent protection to 2024, far beyond the ODD date of 2018. Nevertheless, it is a solid victory for the company and demonstrates solid execution of strategy by management. After all, with $560M in cash and 4 approved products on the market, right now owning DEPO is a bet on the ability of management to execute.

    Jason
    Sep 12 11:03 AM | Likes Like |Link to Comment
  • What Will Depomed Do With Half A Billion In Cash? [View article]
    FDA Law Blog on the DEPO vs. FDA decision >> http://bit.ly/X70lng
    Sep 12 10:22 AM | Likes Like |Link to Comment
  • Aastrom Bio prices stock offering [View news story]
    ASTM's current market cap post-deal will be $61M. Post-close, I estimate they will have around $42M in cash on-hand (does not include any use of their ATM from July 1st to today, so it might be higher). That puts the EV at only $19M. That seems very attractive for P2 ixmy-T (an orphan drug) in DCM and roughly $45M in revenues from the CTRM business. CTRM could be CF positive in 2015.
    Sep 11 09:29 AM | Likes Like |Link to Comment
  • The Back Story Behind InVivo Therapeutics Sell-Off [View article]
    The company should look to take-out all remaining stock via a private placement transaction. This could be part of a larger funding transaction where the company acquires all of FR's shares and then offers new shares to the public. This would be the equivalent of ripping the bandage off in one swoop as opposed to the slow, painful tear that is going on now. If that happens and they can enroll the first patient in the SCI trial, then this stock is due for a significant bounce.
    Sep 11 09:26 AM | 5 Likes Like |Link to Comment
  • What Will Depomed Do With Half A Billion In Cash? [View article]
    Just a clarification, the $45M over-allotment option has been exercised so the total note amount is $345M, netting $334M. Cash as of right now stands around $560M. Notes bear interest at 2.5% annual to 2021 and are payable back in cash or converting into stock at $19.24 per share.
    Sep 11 08:21 AM | 1 Like Like |Link to Comment
  • Depomed Shares Offer 50% Upside Over The Next Six Months [View article]
    The news is fantastic. Excellent terms, huge amount of cash now to go shopping for new drugs to add to the portfolio. Convert rate is > $19 per share with very low interest rate. If you trust management - which you should because their track record has been outstanding - this is a great buying opportunity.
    Sep 4 03:51 PM | 1 Like Like |Link to Comment
  • Lipocine Is A Compelling Investment Opportunity With Impending Phase 3 Data [View article]
    Hi BiotechGuru,

    According to the clinical study report:

    "Subject 318 (26 year old white male) was discontinued on Day 6 due to an elevated serum testosterone level of 3,021 ng/dL after receiving 225 mg as a single dose on Day 1 following BID dosing for 5 days."

    Subsequently, this lead to the Amendment 2:01 requiring that patients discontinue if serum testosterone levels exceed 2,500 ng/dL.

    Despite the new protocol requirement, the patient did not experience any adverse events or health consequences. Still, the FDA will require that CMax for the Phase 3 trial be below 2,500 ng/dL, with <5% between the ranges of 1,800 and 2,500 ng/dL.

    I think the inclusion of the 150 mg dose will allow for greater and slower titration, hopefully resulting in the company being able to catch patients with rapidly elevating levels of serum testosterone before they eclipse this upper bound threshold.

    Jason
    Sep 3 01:37 PM | 1 Like Like |Link to Comment
  • Second Quarter Results Confirm Why We Like Aastrom [View article]
    Filed a S/1 seeking to raise up to $35M in cash.
    Sep 2 12:05 PM | Likes Like |Link to Comment
  • Lipocine Is A Compelling Investment Opportunity With Impending Phase 3 Data [View article]
    I think pricing will help expand the market as well. We are being conservative with $4k per year for -1021. That's equal to the current topical products. I think an oral product could command a premium price.
    Aug 29 11:45 AM | Likes Like |Link to Comment
  • Newly Nasdaq-Listed Immune Pharma Offers Big Upside [View article]
    Yes, but I wouldn't use that as a reason to buy ICO.
    Aug 28 08:24 AM | 1 Like Like |Link to Comment
  • Newly Nasdaq-Listed Immune Pharma Offers Big Upside [View article]
    Sounds French...
    Aug 27 08:50 AM | 2 Likes Like |Link to Comment
  • Second Quarter Results Confirm Why We Like Aastrom [View article]

    Phase 2 DCM data published >> http://bit.ly/1ohP0qi

    Treatment With Aastrom's Ixmyelocel-T Shown to Reduce Incidence of Major Adverse Cardiovascular Events in Patients With Ischemic Dilated Cardiomyopathy
    Aug 22 09:11 AM | Likes Like |Link to Comment
  • Immune Pharma: A Top-Pick Based On Pipeline And Valuation [View article]
    Immune Pharma will begin trading on the NASDAQ effective August 21st!!

    http://yhoo.it/1kT4fLe

    Great news!!
    Aug 19 08:16 PM | Likes Like |Link to Comment
COMMENTS STATS
863 Comments
973 Likes