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Biotech / Medical : 2012 Biotech Charity Contest
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To: scaram(o)uche who wrote (428)1/1/2013 9:20:27 PM
From: rkrw  Read Replies (3) of 513
 
Good stuff Rick.

Of his last years picks, DEPO might turn a corner this year. Royalties growing well, they have a once daily gabapentin they have high hopes for. Should turn profitable by year end. Seems like they are trying to copy to SNTS model, just act as a marketing organization as they seem to be winding down their r&d.

TSPT is sub cash. Meager royalties on a motn ambien sold by Purdue. CEO has founded and sold a few derm companies before. Seems like he should have stuck with derm. But I also think he's the kind of person who will end up making money one way or the other in the end.

Tsrx I can't make up my mind on. Its a qd linezolid. Tough environment to launch a drug with meager advantages over a generic. I think they had been hoping for clinical superiority and ended up non inferior. But the stock does seem on the cheap side with a pivotal data and a filing coming this year.

I don't own any of these.
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