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Biotech Analysis Central Preview Series: Sol-Gel Technologies

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This is a preview blog series on what you can expect when subscribing to my "Biotech Analysis Central" service marketplace. For the full article you must subscribe to my service. This is just an intro of two snippets on the research articles that are written. Thus far, there are about 100+ research reports on both both small-cap and mid-cap biotech stocks with full analysis of the pipeline, catalysts, financials, and clinical trial analysis. If you want to read more then please subscribe to my marketplace service. As always I offer a 2-week free trial just to show you how helpful my service is. You can cancel anytime before the 2-week free trial is up and never be charged a dime.

First Section Of Marketplace Article (This article piece was originally written on June 23, 2020)

The next article I wanted to discuss for the "Biotech Analysis Central Stock Insight Series" is a biotech by the name of Sol-Gel Technologies (SLGL). The reason why I want to go over this biotech next is because there are two major catalysts that are expected to take place in 2020. These are New Drug Applications ((NDAs)) for drugs known as Epsolay and Twyneo. An NDA for Epsolay for the treatment of patients with papulopustular rosacea is expected to take place in Q2 of 2020. Then, an NDA for Twyneo for the treatment of patients with acne is expected in the 2nd half of 2020. Both of these NDA filings should be big events for the biotech and I believe there can be some significant upside based on these events. There are additional products in the pipeline being explored and with Sol-Gel's technology in place, it can definitely target these other key areas. One such topical drug is known as SGT-210, which is being developed to treat patients with a rare skin disorder known as punctate palmoplantar keratoderma type 1. There are multiple types of this disease, which the biotech has expanded upon. It believes that results from the phase 1 proof of concept study initiated January 2020, should be released by 2021. This gives the company a rare skin disease to go after to differentiate itself. The biotech is even advancing other products known as tapinarof and roflumilast to treat patients with psoriasis. This is another large market opportunity and if ultimately successful would deliver tremendous value for shareholders.

Conclusion Of Marketplace Article

The final verdict is that Sol-Gel is a good long-term biotech to look into. The reason why I feel this way is because the hard work for phase 3 studies has been done for both Epsolay and Twyneo. In other words, Epsolay for Rosacea and Twyneo for acne have both been de-risked. The only thing that both of these drugs need now is to get through the hurdle of receiving FDA approval. Both NDA's are expected in the coming months. From there, both drugs could be approved by 1st half of 2021. Both indications are also multi-billion dollar markets. The global rosacea treatment market is expected to reach $2.6 billion by 2025. Then, the global acne market could exceed $7 billion by 2025. Both of these drugs are going to be large value drivers for Sol-Gel. SGT-210 is a rare skin disease and this can provide value in that there won't be much competition in this space if at all. Lastly, the biotech is using its Sol-Gel delivery tech on two new drugs it is formulating as highlighted above. Both of these drugs will be used either alone or in combination to treat patients with psoriasis. This is another large market opportunity. It is estimated that the global psoriasis market could reach $39 billion by 2027. I think that Sol-Gel is in excellent shape. It has a delivery tech that is unique and where patients aren't expected to expire until 2030/2032. It has already proven that its technology works in two large market indications and NDAs are expected soon. For these reasons I view this as a great long-term buy.

Analyst's Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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