© 2018 by Tien Duy Vo

Bayer: Seeds And Genomics - The Key Future Value Driver

 

Bayer just recently announced its third-quarter earnings results, which may at first glance disappoint investors as the net income decreased, especially after the acquisition of Monsanto. However, a careful look at the company’s financial performance reveals that this is not really the case, and the company has favorable conditions to improve its earnings in the future. Overall, the company remains in a position to deliver solid growth going forward, especially with the growth of the market for seeds and genetics just acquired from Monsanto.

AMAG Pharmaceuticals: Q3 Results Top Or Flop?

 

On Thursday, November 1, 2018, AMAG Pharmaceuticals (NASDAQ:AMAG) announced its third-quarter earnings results. Overall, the company remains in a position to deliver solid growth going forward due to a number of reasons: (1) improved liquidity position despite some downside risks; (2) the company has clear strategies to offset the impact of Makena's expired patent; (3) Feraheme and Intrarosa continued to grow strongly and gain higher market share over the period; and (4) the new drug Vyleesi is expected to be launched in early 2019, which will generate additional source of revenue for the company.

Palatin Technologies: Prepare For The New Female Viagra

 

Palatin Technologies (PTN) is the biopharmaceutical company that has successfully developed bremelanotide, a drug that deals with problems of hypoactive sexual desire disorder (HSDD) in women. bremelanotide is expected to receive FDA approval in early 2019, which would generate a large source of revenue for the company from its licensing agreements. In this article, we will explain why we think Palatin is now having favorable conditions for future growth, and that it is now a good time to invest in its stock.

Bayer: A Pleading For Glyphosate

 

A month ago, we recommended a buy on Bayer (OTCPK:BAYRY) (OTCPK:BAYZF) stock. At that time, the sharp decline on its share price was mainly due to the penalty of $289 million against glyphosate (an active ingredient in Roundup weed-killer). However, we argued that this would only be a temporary shock as there was no scientific evidence showing glyphosate causes cancer in human and that Bayer may succeed in seeking a trial court review for this case. 

Novo Nordisk: Time To Sell?

 

NOVO NORDISK (NYSE: NVO) just experienced a sharp decline in its stock price at the end of last week, which was mainly due to the news relating positive results of the competitor diabetes medicine from Eli Lilly. However, we believe this is just a temporary shock due to market overreaction, and that its stock price will recover soon in the near future. Therefore, in this article, we will explain why we decide to take the holding position of its share at this point in time.

Tetraphase: A Strong Player In The Antibiotic Resistance Field

 

The fight against antibacterial resistance is becoming more and more serious, as this issue is expected to cause a significantly higher mortality rate in the future. While the demand for novel antibacterial is undoubtedly high, many big pharmaceutical companies are leaving the field, resulting in an area of high unmet medical need. 

Bayer: Buy When Blood Is On The Street

 

On August 16, 2018, Bayer Group (OTCPK:BAYZF) completed its acquisition of Monsanto (NYSE:MON) - expertise in modern agriculture. This acquisition gives rise to a global leader in agriculture by combining two companies' innovation capabilities, diverse portfolios and best R&D technology platforms. 

Biofrontera: Potential Market Opportunities After FDA And EMA Approval

 

Biofrontera's main product, Ameluz, has been approved to be marketed on both Europe and U.S market for treatment of actinic keratosis, and has generated significantly growing revenue for the last two years. With the recent EMA approval for the application of Ameluz in combination with daylight PDT, the drug now gains outstanding market opportunity in Europe. 

AMAG Pharmaceuticals: A Well-Positioned Player In The Pharmaceutical Space


AMAG is a pharmaceutical company focused on bringing innovative products and medicines for complex yet under-treated health conditions across a range of therapeutic areas including anemia, pregnancy complications, women’s sexual function, and menopause-related issues. 

Case Study Mallinckrodt


Mallinckrodt is a global specialty pharmaceutical business that develops, manufactures, markets and distributes specialty pharmaceutical products.