Rising Stars (Small-Mid Cap) Biotech/Biopharma: Investment Opportunities
The Biotech sector has in general performed well in 2012 and positive expectations around innovation driven company has prevailed and is expected to continue in 2012. In this report, we highlight the investment opportunities in the mid-small cap Rising Star companies:
ARQL: Key Driver is Tivantinib (c-MET inhibitor) in PhIII for 2nd /3rd-line NSCLC (Partner Daiichi Sankyo/ Kyowa Hakko Kirin).
AMRN: Our View on the key driver AMR-101 (R in US, PDUFA: July 26, pharma-grade ethyl icosapentate/omega fatty acid – no DHA) vs. GSK’s Lovaza (L, omega-3-acid ethyl esters, hypertriglyceridemia
VVUS: Approval and opportunity, Risk reward of Qnexa (R, combination of phentermine – PHEN and topiramate) offers the best efficacy in anti-obesity drug race. PDUFA: July 17, 2012)
RIGL: Impact of PFE’s Tofacitinib (Pan-JAK Inhibitor, R, PDUFA August 12) approval on Rigel’s fostamatinib (FosD, formerly R788, PhIII, RA, partnered with AstraZeneca) and expectations from Clinical data from its pivotal trial OSKIRA-I, II, and III in YE12/1H13.
For full analysis of the risk reward please read our report titled, “Rising Stars (Small-Mid Cap) Biotech/Biopharma: Investment Opportunities”.
ARQL: Key Driver is Tivantinib (c-MET inhibitor) in PhIII for 2nd /3rd-line NSCLC (Partner Daiichi Sankyo/ Kyowa Hakko Kirin).
AMRN: Our View on the key driver AMR-101 (R in US, PDUFA: July 26, pharma-grade ethyl icosapentate/omega fatty acid – no DHA) vs. GSK’s Lovaza (L, omega-3-acid ethyl esters, hypertriglyceridemia
VVUS: Approval and opportunity, Risk reward of Qnexa (R, combination of phentermine – PHEN and topiramate) offers the best efficacy in anti-obesity drug race. PDUFA: July 17, 2012)
RIGL: Impact of PFE’s Tofacitinib (Pan-JAK Inhibitor, R, PDUFA August 12) approval on Rigel’s fostamatinib (FosD, formerly R788, PhIII, RA, partnered with AstraZeneca) and expectations from Clinical data from its pivotal trial OSKIRA-I, II, and III in YE12/1H13.
For full analysis of the risk reward please read our report titled, “Rising Stars (Small-Mid Cap) Biotech/Biopharma: Investment Opportunities”.
