Seeking Alpha

LifeSci Advisors

 
View as an RSS Feed
View LifeSci Advisors' Comments BY TICKER:
Latest  |  Highest rated
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    QCOR and SPPI dont' have anything in common.
    Mar 21, 2012. 01:09 PM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    Generic leucovorin is not a priority of Teva or any of the other generic cos. It's not a money makers. If it was, there never would have been a shortage in the first place.....
    Mar 21, 2012. 01:08 PM | Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    I think apaziquone has a less than 50% chance of success, but I don't think there are expectations for success in the stock. Maybe stock drops $1.00 on failure? Of course, if it works, its going up to $20+. Nevertheless, the chance of success is low.
    Mar 21, 2012. 01:07 PM | Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    I have not done work on Zevalin, but historically radioisotopes have not done well commercially due to the difficulty in getting patients the product. Unlike Fusilev, Zevalin will be a show-me story.
    Mar 21, 2012. 01:05 PM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    thanks
    Mar 21, 2012. 01:02 PM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    Insurance companies have not been putting up a fight on this product.
    Mar 21, 2012. 01:02 PM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    Bloomberg
    Mar 21, 2012. 01:01 PM | 1 Like Like |Link to Comment
  • Survey: Spectrum's Fusilev Medication Sales Poised For More Growth [View article]
    Spectrum reported product sales of $47.95 million ($41.01 million from FUSILEV, $6.94 million from ZEVALIN) and $3.08 million from licensing fees. FUSILEV sales increased $7.1MM quarter over quarter. Based on my survey results, I expect sales to continue upward. They just reported earnings for $0.34 per diluted share. Hence, the stock is currently trading a ~7.5x earnings, which is still very cheap.
    Oct 28, 2011. 12:20 PM | Likes Like |Link to Comment
COMMENTS STATS
69 Comments
43 Likes