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Mark Chapman  

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  • Why 'Insurgent' Will Be A Catalyst For Lions Gate
    Mon, Feb. 23 LGF 1 Comment

    Summary

    • Investors have been waiting for signs that Lions Gate can grow beyond the Hunger Games before bidding up the stock.
    • Expectations for the Divergent franchise have cooled over the past year, but Insurgent may reignite the Divergent buzz.
    • Insurgent hits theaters domestically on March 20, and in international territories starting March 18.
  • Antares Pharma: Preparing For An Inflection Point
     • Sat, Feb. 7 ATRS 34 Comments

    Summary

    • Antares makes changes to Otrexup sales strategy.
    • A deep look into Antares relationship with Teva shows a potentially lucrative partnership.
    • An inflection point for the stock is approaching.
  • Update: ETC-1002 Development Remains On Track
    Tue, Feb. 3 ESPR 15 Comments

    Summary

    • Esperion announced on Monday that the FDA has removed the PPAR partial clinical hold for ETC-1002.
    • The removal of the partial clinical hold should allow for Phase 3 trials to begin later this year and removes a significant risk.
    • While this is a positive development, I still can't find much to like about the valuation.
  • Esperion Therapeutics: ETC-1002 Is Appealing, But The Valuation Is Not
    Dec. 30, 2014 ESPR 24 Comments

    Summary

    • Esperion announced positive phase 2b results for ETC-1002.
    • The market for LDL-C lowering therapies is huge, although the competition may take significant share.
    • The current valuation of Esperion does not reflect the risks.
  • Generic EpiPen Could Give These 2 Stocks A Jolt Of Adrenaline
    Dec. 8, 2014 TEVA, ATRS 13 Comments

    Summary

    • Potential generic EpiPen launch date of June 22, 2015, assuming FDA approval.
    • Analysis is provided using a comparable exclusive generic launch.
    • It's unclear if another generic may enter before patents expire in 2025.
  • Update: Nuance Q4 And FY 2014 Earnings
    Nov. 25, 2014 NUAN 9 Comments

    Summary

    • Nuance reported strong Q4 2014 earnings.
    • Bookings growth remained strong, with 27% YoY growth.
    • FY 2015 guidance was weaker than I expected, and may do little to inspire investor confidence.
  • Update: Banco Macro's Q3 2014 Earnings
    Nov. 13, 2014 BMA Comment!

    Summary

    • Banco Macro reported higher net income than the previous quarter.
    • As I expected, depreciation of the Argentine Peso continues to create volatility.
    • Banco Macro remains an interesting stock prior to the 2015 Argentine Presidential elections.
  • Analyzing Antares Pharma Q3 2014 Earnings
    Nov. 11, 2014 ATRS 13 Comments

    Summary

    • Revenue and earnings were in line with expectations.
    • Otrexup revenues continue to show slow, but continued growth.
    • An update to the partnered products was provided.
  • Nuance Investors: Quit Fretting About Apple, An Inflection Point Is Coming
    Editors' Pick • Oct. 30, 2014 NUAN 16 Comments

    Summary

    • Nuance's transition to a recurring revenue model has pressured the stock price.
    • Due to fears about losing Apple as a customer, I provide a Nuance valuation ex-Apple.
    • An inflection point is nearing, with potential 35%-82% upside.
  • Update: Antares Pharma Looks To Improve Intellectual Property
    Oct. 12, 2014 ATRS 29 Comments

    Summary

    • The strength of Antares Intellectual Property has been a concern for investors.
    • A new patent application could alleviate some of those concerns.
    • The patent application, if granted, could add protection for both Otrexup and QS-T.
  • Which Oil Service Company Is The Cheapest?
    Sep. 26, 2014 BHI, CLB, FI 8 Comments

    Summary

    • With oil trading near multi-year lows, a contrarian perspective could produce a nice return.
    • Oil service companies are compared on a free cash flow basis.
    • Two companies are added to my watchlist.
  • Antares Pharma: Significant Value Or Value Trap?
    Sep. 12, 2014 ATRS 39 Comments

    Summary

    • Antares stock has been under severe pressure.
    • Uncertainty regarding Otrexup makes it difficult to assign a valuation.
    • The current stock price represents a compelling risk/reward opportunity.
  • Is Antares Pharma A Short-Squeeze Candidate?
    May. 20, 2014 ATRS 67 Comments

    Summary

    • Short interest has risen to over 15% of the public float.
    • Antares' cash position is highly levered to success of the Otrexup launch.
    • An under-the-radar catalyst is looming.
  • Antares Pharma: Recent Sell-Off Provides Great Entry Point
       • Mar. 26, 2014 ATRS 26 Comments

    Summary

    • Skeptical Antares investors have been selling the stock.
    • Conservative OTREXUP estimates provide attractive risk/reward.
    • Most of the downside has been discounted from the current stock price.
  • Could Brinker's Use Of Technology Revolutionize The Restaurant Industry?
       • Feb. 25, 2014 EAT 2 Comments
  • Could Teva & Pfizer End Up In A Bidding War For Antares?
       • Jan. 29, 2014 ATRS 19 Comments
  • Tri-Tech Holding: Slowly Deleveraging With Significant Catalysts Ahead
    Dec. 10, 2013 TRIT 38 Comments
  • Banco Macro Has Substantial Upside If Recent Elections Indicate Economic Reform
       • Oct. 31, 2013 BMA 2 Comments
  • Tri-Tech Holding Jumps 78% But Still Has Room To Run
    Oct. 18, 2013 TRIT 2 Comments
  • Investing In The Oil Services Sector Based On Free Cash Flow
    Sep. 10, 2013 CLB 7 Comments
  • TEVA Should Embrace Copaxone Patent Expiration
    Sep. 3, 2013 TEVA 16 Comments
  • Tri-Tech Holding Has Significant Upside Despite Management Blunders
    Aug. 26, 2013 TRIT 10 Comments
  • Is Facebook The Reason Apple Hasn't Purchased Nuance?
    Aug. 21, 2013 NUAN 19 Comments