BMRN’s been a tough stock for both investors in 2019. In our view however, there’s a path for significant upside heading into YE19 from the following catalysts.
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This morning (9/3/19) another MYL/Upjohn prospectus was filed.
MDCO just presented data for ORION-11 data at ESC.
We just got Balkman’s full written decision…a summary of the components of the $572mm judgement are summarized in the appendix below.
Judge Balkman just ruled on JNJ vs OK…the total JNJ fine is $572mm (of the $17 Bn asked by the state) which is lower than what street expectations were in our investor survey and may be bullish for Spec Pharma given investor fears that Balkman was very pro-state. Balkman's full written decision is pending.
MDCO’s first of 3 phIII trials, ORION-11 just toplined – here’s the 2 most impt tidbits, both of which are positive for MDCO:
1. The ORION-11 study of inclisiran sodium 300 mg met all primary and secondary endpoints with efficacy consistent with findings from Phase 1 and 2 studies.
2. The trial showed that inclisiran was well tolerated and confirmed that the safety profile was at least as favorable as that demonstrated in the ORION-1 Phase 2 and ORION-3 open label extension studies.
Please see the PDF for our brand new deep dive + survey (n=80) that previews the JNJ vs OK Opioid decision due at 4PM EST today + its read across to Teva.
Wolfe Research's SMID Cap Biotech & Spec Pharma Analyst, Akash Tewari, and his team preview the upcoming JNJ vs OK Opioid trial and its read across to Teva.
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