Intra-Cellular Therapies: A Dramatic Story

Out of Ignorance
7.4K Followers

Summary

  • Intra-Cellular's atypical antipsychotic CAPLYTA has all the makings of a blockbuster.
  • Now in its initial bipolar launch phase, CAPLYTA is succeeding on all three key leading indicators.
  • Intra-Cellular's financial position is a work in process.

Woman walking in the mystic magic deep forest

francescoch/iStock via Getty Images

I last addressed Intra-Cellular (ITCI) in 12/2019's "Intra-Cellular: The Other Side Of The Rainbow" ("Rainbow"). I was positive on the name at the time but have since lost sight of it.

This is my first

This article was written by

7.4K Followers
Writing under the pseudonym "out of ignorance", I very much regard investing as a learning process. Investing failures are tuition paid. Investing successes enter the trove of lessons learned. In my Seeking Alpha articles I share my experience from decades of investing and from ~5 years of focused research on a variety of stocks, in recent years with a primary emphasis on healthcare stocks. I greatly appreciate those who take the time to share their reactions to articles, particularly those who share relevant anecdotes and experiences.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in YES, INTRA-CELLULAR'S CAPLYTA REVENUES GREW 120% TO $35 MILLION DURING Q1, 2022 WITH ITS NEW INDICATION COMPARED TO ITS Q1, 2021 REVENUES. HOWEVER, SG&A EXPENSES WERE $75.5 MILLION FOR THE FIRST QUARTER OF 2022 COMPARED TO $52.6 MILLION FOR THE SAME PERIOD IN 2021 over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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