ADAMAS PHARMACEUTICALS Forum: Community User: Wernner

Mal ein paar Eindrücke aus den Foren

einmal die Unsicherheit wegen der Konkurrenz aber auch die sehr langsame Marktdurchdringung auf Grund der höheren Kosten für das Medikament.

Problem ist die Unsicherheit wie viel Adamas von Kuchen abbekommt, nachdem es weitere Zulassungen gibt.. Oder was sagen die Anderen?

Quelle http://www.analystratings.com/articles/analysts-are-bullish-on-top-healthcare-stocks-adamas-pharmaceuticals-adms-epizyme-epzm/

Adamas Pharmaceuticals (ADMS) In a report released today, Ram Selvaraju from H.C. Wainwright reiterated a Buy rating on Adamas Pharmaceuticals, with a price target of $40. The company’s shares closed on Friday at $11.89, close to its 52-week low of $11.70. Selvaraju said: “Valuation methodology, risks and uncertainties. Our valuation ascribes a $1.15B valuation to GOCOVRI in PD $400M value for ADS-5102 based on a risk-adjusted net present value (rNPV) that employs a 15% discount rate, 30% effective tax rate and 30% cost of sales and marketing. We utilize a 60% probability of success for ADS-5102.” According to TipRanks.com, Selvaraju is currently ranked with no stars on a 0-5 star ranking scale, with an average return of -8.0% and a 31.7% success rate. Selvaraju covers the Healthcare sector, focusing on stocks such as Biospecifics Technologies Corp, Synergy Pharmaceuticals Inc, and Bausch Health Companies Inc. Adamas Pharmaceuticals has an analyst consensus of Moderate Buy, with a price target consensus of $29.50, a 148.1% upside from current levels. In a report issued on November 1, Cowen & Co. also maintained a Buy rating on the stock with a $30 price target.

Kursziel teils 40$

https://www.***.com/investing/2018/11/02/the-probable-reason-why-adamas-pharmaceuticals-inc.aspx

So if the results were strong and the company received a "buy" rating, why are shares down today? The answer to that question isn't clear at this time, but it is possible that investors still don't know how much the FDA approval of Osmotica Pharmaceuticals and Vertical Pharmaceuticals' drug Osmolex will impact Gocovri's sales in the long run. That concern has been weighing on the share price all year, so it's possible that today's price action is just a continuation of that narrative. Another potential nitpick from Wall Street might be that the rate of new prescribers isn't as robust as expected When pressed on this issue on the call with investors, management stated that they were deliberately targeting a greater penetration rate within the highest-volume offices. Either way, the net result is that shareholders are having another tough day. Now what Given the upbeat sales results and falling share price, today is likely to be a frustrating day for Adamas' bulls. On the call with investors, management said that it remained "confident" in its ongoing patent enforcement action against Osmotica. However, the company didn't have any news to share with investors at this time. There's not much that Adamas' bulls can do about today's share price action beyond waiting for the sentiment to turn. That should happen eventually if Gocovri sales continue to grow and the potential threat from Osmotica proves to be overblown.

Kursziel 30$ In a separate news item, Adamas' shares were given a "buy" rating by Cowen today, and a price target of $30 has been set.

Zahlen besser als erwartet und Cash ausreichend vorhanden So what Here's a look at the key numbers from the third quarter: Revenue from sales of the Parkinson's disease drug Gocovri were $10.6 million during the quarter. That topped Wall Street's estimate of $10.1 million. Net loss per share was $33.2 million, or $1.22 per share. That was higher than the year-ago period, but it was lower than the $1.34 loss that market watchers were expecting. Cash balance at quarter end was $233.2 million.

Enrollment in Phase 3 study of ADS-5102 (high-dose amantadine) in MS patients with walking impairment should be completed in H2 2019. • Pivotal study of epilepsy candidate ADS-4101 (lacosamide) should launch in 2019.

Bin jetzt dabei. Hoffe das mein Plan aufgeht ☺️

Aufpassen, könnte ne Riesen Chance werden bei der Pipeline

Das geht noch weiter runter

Alles richtig gemacht

ohha