Tag Archives: Industry Biotechnology Trailing

Business, Finance, Occupation & Industry

Why Rigel Is Poised to Bounce Back

April 8, 2013 Bartle Doo Leave a comment

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, clinical-stage drug development company Rigel Pharmaceuticals has earned a respected four-star ranking.

With that in mind, let’s take a closer look at Rigel and see what CAPS investors are saying about the stock right now.

Rigel facts

Headquarters (founded)	South San Francisco, Calif. (1996)
Market Cap	$392.1 million
Industry	Biotechnology
Trailing-12-Month Revenue	$2.3 million
Management	Chairman/CEO James Gower President/COO Raul Rodriguez
Return on Equity (average, past 3 years)	(17.6%)
Cash/Debt	$298.2 million / $0
Competitors	Amgen

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 97% of the 891 members who have rated Rigel believe the stock will outperform the S&P 500 going forward.

Just this past Friday, one of those Fools, All-Star zzlangerhans, tapped Rigel as a particularly attractive bargain opportunity:

The street responded to news of mixed results of the OSKIRA-1 phase III trial of fostamatinib … as though the trial was an unequivocal failure. In fact, the trial failed to show improvement over placebo in RA by radiographic criteria but did show stat sig improvement by clinical criteria. If this type of outcome holds through subsequent trials the company and partner AstraZeneca may submit an NDA on the basis that clinical improvement trumps radiographic improvement.

As of the end of 2012, Rigel has about [$300M] in liquid assets to support a market cap of [$392M] at [Friday’s] close. That’s a reasonable bet for a rebound, although my personal preference would have been to let the stock get beaten up further when OSKIRA-2 and OSKIRA-3 results are released later this quarter, and then hopefully mop up closer to cash.

If you want market-topping returns, you need to put together the best portfolio you can. Of course, despite its strong four-star rating, Rigel may not be your top choice.

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The article Why Rigel Is Poised to Bounce Back originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a …read more

Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why Regulus Therapeutics Is Poised to Keep Plunging

April 5, 2013 Bartle Doo Leave a comment

By Brian D. Pacampara, The Motley Fool

Filed under: Investing

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, biopharmaceutical company Regulus Therapeutics has received the dreaded one-star ranking.

With that in mind, let’s take a closer look at Regulus and see what CAPS investors are saying about the stock right now.

Regulus facts

Headquarters (founded)	San Diego, Calif. (2007)
Market Cap	$1 billion
Industry	Biotechnology
Trailing-12-Month Revenue	$12.7 million
Management	CEO Dr. Kleanthis Xanthopoulos (since 2009) COO Dr. Garry Menzel (since 2009)
Trailing-12-Month Return on Equity	(55%)
Cash/Debt	$98.1 million / $10.1 million

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 85% of the 13 members who have rated Regulus believe the stock will underperform the S&P 500 going forward.

Just yesterday, one of those Fools, All-Star zzlangerhans, succinctly summed up the Regulus bear case for our community:

They have an enterprise value of [$150M] and all they have to justify it is their [Isis Pharmaceuticals/Alnylam Pharmaceuticals] pedigree. They won’t be submitting an IND for their first microRNA therapeutic until 2014, and their existing partnerships don’t provide much income. What concerns me the most is that their lead compound is an intravenous therapy for Hepatitis C. Where has management been for the last five years, as other companies have been demonstrating high rates of cure with all-oral regimens? The company now admits they will only be able to target a niche population that has failed other therapies. If that’s the best we can hope for from microRNA, I’ll stick with RNAi.

While you can certainly make quick gains in speculative biotechs like Regulus, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

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The article Why Regulus Therapeutics Is Poised to Keep Plunging originally appeared on Fool.com.

Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why Anacor Is Poised to Pull Back

April 3, 2013 Bartle Doo Leave a comment

By Brian D. Pacampara, The Motley Fool

Filed under: Investing

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, biotechnology company Anacor Pharmaceuticals has received the dreaded one-star ranking.

With that in mind, let’s take a closer look at Anacor and see what CAPS investors are saying about the stock right now.

Anacor facts

Headquarters (founded)	Palo Alto, Calif. (2000)
Market Cap	$224.6 million
Industry	Biotechnology
Trailing-12-Month Revenue	$10.7 million
Management	CEO David Perry CFO Geoffrey Parker
Return on Capital (average, past 3 years)	(62.1%)
Cash/Debt	$45.5 million / $25.7 million
Competitors	Johnson & Johnson Novartis Sanofi

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 40% of the 43 members who have rated Anacor believe the stock will underperform the S&P 500 going forward.

Earlier this morning, one of those Fools, All-Star zzlangerhans, succinctly summed up the Anacor bear case for our community:

As predicted, in March the stock rebounded from the weak phase III performance of tavaborole with positive results from dose-ranging phase II trial of AN2728 in atopic dermatitis. But [$220M] is simply too much for a phase II drug in the crowded indication of atopic dermatitis. Anacor will certainly raise big before getting close to topline data from a phase III trial of AN2728, and approval of Valeant’s efinaconazole in May will provide another nail for tavaborole’s coffin.

While you can certainly make huge gains in biotechs, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Anacor Is Poised to Pull Back originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends Johnson & Johnson. The Motley Fool owns shares of Johnson & Johnson. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why Merrimack Is Poised to Outperform

March 20, 2013 Bartle Doo Leave a comment

By Brian D. Pacampara, The Motley Fool

Filed under: Investing

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, biopharmaceutical company Merrimack Pharmaceuticals has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Merrimack and see what CAPS investors are saying about the stock right now.

Merrimack facts

Headquarters (founded)	Cambridge, Mass. (1993)
Market Cap	$582.4 million
Industry	Biotechnology
Trailing-12-Month Revenue	$48.9 million
Management	CEO Robert Mulroy CFO William Sullivan
Trailing-12-Month Return on Capital	(871.1%)
Cash/Debt	$110.0 million / $39.9 million
Competitors	Immunomedics Threshold Pharmaceuticals

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 97% of the 36 members who have rated Merrimack believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, All-Star zzlangerhans, offered a cautiously bullish take on the Merrimack opportunity:

A recent rally was squelched when the company announced a delay in projected topline data of the NAPOLI-1 trial to H2 2013 from mid 2013. I would imagine that means Q4 2013 at the earliest, otherwise the company would have waited longer before announcing the delay to make sure the data wouldn’t be ready in Q3 after all.

NAPOLI-1 is evaluating the efficacy of MM-398 liposomal irinotecan in pancreatic cancer. The main issues I have with the prospects of success are prior failure of a liposomal irinotecan being developed by Neopharm, and the poor success rate of phase III therapies against pancreatic cancer in general. Fortunately for Merrimack, the [$582M] market cap places them outside the hopeless sub-[$300M] Feuerstein-Ratain echelon but the track record of the 300M-1B echelon isn’t that much better.

After MM-398, Merrimack has a substantial array of monoclonals in clinical trials for cancer which makes them reminiscent of successful outfits such as [Seattle Genetics] and [ImmunoGen], and also less successful outfits such as Immunomedics.

If you want market-topping returns, you need to put together the best portfolio you can. Of course, despite its perfect five-star rating, Merrimack may not be your top choice.

We’ve found another growth play we are incredibly excited about — excited enough to dub it “The Only Stock You Need to Profit from the NEW Technology Revolution.” We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won’t be here forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Merrimack Is Poised to Outperform originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends ImmunoGen. Try any of our Foolish newsletter services free for 30 …read more
Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

Why Ligand Pharmaceuticals Is Poised to Pull Back

March 14, 2013 Bartle Doo Leave a comment

By Brian Pacampara, Pacampara, The Motley Fool

Filed under: Investing

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, biotechnology company Ligand Pharmaceuticals has received the dreaded one-star ranking.

With that in mind, let’s take a closer look at Ligand and see what CAPS investors are saying about the stock right now.

Ligand facts

Headquarters (founded)	La Jolla, Calif. (1987)
Market Cap	$437.9 million
Industry	Biotechnology
Trailing-12-Month Revenue	$31.4 million
Management	CEO John Higgins CFO John Sharp
Return on Equity (average, past 3 years)	(26.5%)
Cash/Debt	$12.4 million / $28.3 million
Competitors	Eli Lilly Merck Roche Holding

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 32% of the 129 members who have rated Ligand believe the stock will underperform the S&P 500 going forward.

Just yesterday, one of those Fools, All-Star zzlangerhans, succinctly summed up the Ligand bear case for our community:

For years I couldn’t understand why Ligand wasn’t getting any love for their deep and extensive pipeline that had led to many approved drugs. Then after seeing revenues fail to materialize quarter after quarter, I understood that the company was incapable of extracting shareholder value from their partnerships. Now it seems that a new generation of traders has their eye on the Captisol platform as an apparent pathway to profitability, but I remain skeptical. Revenues upticked to [$13.6M] last quarter but the breakdown was typically opaque. The 2013 revenue guidance was a disappointing [$41-$44M]. … The share price has risen nicely so far in 2013 but I think Ligand doesn’t qualify for the buy and hold category.

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Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Ligand Pharmaceuticals Is Poised to Pull Back originally appeared on Fool.com.

Bartle Doo Article Archives

Tag Archives: Industry Biotechnology Trailing

Why Rigel Is Poised to Bounce Back

Why Regulus Therapeutics Is Poised to Keep Plunging

Why Anacor Is Poised to Pull Back

Why Merrimack Is Poised to Outperform

Why Ligand Pharmaceuticals Is Poised to Pull Back

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