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Jason Napodano, CFA

 
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  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    Never
    Aug 19 08:13 PM | Likes Like |Link to Comment
  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    Cause they issued a boat load of new shares. It's an ugly situation. Very bad call on my part.
    Aug 18 04:23 PM | 1 Like Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    Yes, although at this point I'm not sure if they will get priority review. I also think October is the best-case scenario. It might slip into November.
    Jun 4 08:44 AM | Likes Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    Based on my conversations with management, they will absolutely acquire something to add to the "bag" along with pimavanserin. I have my thoughts on what makes sense, but I'll keep that between me and private conversations with investors rather than speculate on this board.
    Jason
    May 7 07:52 PM | 1 Like Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    EU partner or Asian partner would certainly send the shares soaring. I do not expect priority review or the FDA to allow ACAD to file early, but I've been surprised by the agency before!
    Jason
    May 7 01:23 PM | 2 Likes Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    Good comments biobetter, thanks.
    I'm a little skeptical here until I see more data or a partnership. I think this kind of stuff is easier said than done.
    Jason
    May 7 11:57 AM | 1 Like Like |Link to Comment
  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    Very different products. AutoloGel is for wounds like DFU's and VLU's. I see ReCell more positioned for burns and cosmetic / skin defects.

    Jason
    Apr 24 03:28 PM | Likes Like |Link to Comment
  • An Update On Acadia Pharmaceuticals [View article]
    Haha, touche'!!
    Mar 3 06:09 PM | 2 Likes Like |Link to Comment
  • An Update On Acadia Pharmaceuticals [View article]
    NEWS!
    ACAD raising $150M (Jefferies & JPMorgan booking, Cowen managing).

    Looks like my downgrade to 'Neutral' at $31 was well-timed!

    http://bit.ly/NO2rUe

    Jason
    Mar 3 04:18 PM | 1 Like Like |Link to Comment
  • An Update On Acadia Pharmaceuticals [View article]
    I believe a take-out of ACAD by a large-pharma is highly unlikely prior to NDA approval.
    Mar 1 07:13 PM | Likes Like |Link to Comment
  • An Update On Acadia Pharmaceuticals [View article]
    Meta, what you are suggesting is certainly a possibility. But I would consider that to be the optimistic scenario. Could I be wrong? Certainly. But that's not how I like to visit. I would never recommend someone buy a stock hoping for the optimistic scenario to make money. I like to invest in stocks when everyone else hates it and I see the potential that the most pessimistic scenario is unlikely. ACAD at $1.25 in January 2012 was when the stock was trading on the pessimistic scenario, and that was a great buy. Today at $29, there are better opportunities.

    GLTA,
    Jason
    Mar 1 07:13 PM | 2 Likes Like |Link to Comment
  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    $5, but...
    Really all depends on the success of the launch in Europe, how much cash they raise and at what price, and what the FDA says with respect to the recent 510(k) application.
    Feb 1 10:30 PM | Likes Like |Link to Comment
  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    DaveMoo,
    It really depends on your time frame. I like TTNP at this level but its a 2+ year hold to make money. I think you can make a lot if Probuphine gets approved. The stock probably heads back to over $2, maybe to $3. In 2014 though, probably dead-money.
    Jason
    Jan 30 07:36 PM | 1 Like Like |Link to Comment
  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    I think you will see a deal for AutoloGel in time, but not until management can start the trajectory. They'll get more in 2015 by paving the way themselves in 2014.
    Jason
    Jan 26 02:27 PM | 1 Like Like |Link to Comment
  • Notes From One-On-One Meetings During San Fran Biotech Week - Day 1 [View article]
    The share count jump from 2011 to 2012 was the result of the Aldagen acquisition. They used stock. Lincoln Park is a common stock purchase agreement, kind of like an ATM, only they are selling to one firm that can keep or re-sell. There's also some convertible notes and contingent shares that are held for Aldagen. The capital structure is my biggest concern, and frankly is a mess. But I think that should all work itself out once the top-line starts accelerating later in 2014. I think the company would like to clean up the capital structure and uplist when possible. For now, they just need a little more cash to get to break-even.
    Jason
    Jan 25 02:31 PM | 1 Like Like |Link to Comment
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