Tekmira’s (TKMR) story over the last few years has largely been focused on its siRNA delivery technology, lipid nanoparticles (LNPs), and the ability of the platform to be used in broader RNAi applications. But the focus of investors is shifting as Tekmira brings a new therapy into the clinic this year and moves out of early-stage clinical development and into proof-of-concept studies.
In late March 2013, DARA Bio (DARA) filed its Form 10K annual report highlighting both the business and financial updates from 2012. Below we discuss the key drivers at DARA, and why we believe the company is a vastly undervalued emerging specialty pharmaceutical story.
Chatter on the specialty pharma front is that Endo Health’s (ENDP) newly hired CEO will be shaking hands with shareholders in a multi-city road show over the next two weeks. We expect clarity from the new helmsman on how he plans to create shareholder value at Endo, whose stock and business have struggled over the last year.
Amedisys, Inc. (AMED) reported 4Q and year-end earnings Tuesday, March 12, and the key highlight was the company’s 2013 EPS guidance range of $0.60-$0.70, substantially below the Street’s $0.77 estimate. Analysts EPS estimates were lowered when the company reported its third quarter 2012 earnings miss (2013 EPS forecasts back then called for $0.93 a share), hence, the business continues to deteriorate and the earnings trough has not yet been reached.
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