BioDelivery Sciences International, Inc. (NASDAQ:BDSI)

BioDelivery did some pretty significant damage to my brokerage account and my CAPS score. I can't do much about the former, but I can strive for some redemption in the latter. BEMA buprenorphine is a clinical failure and BEMA Fentanyl is a commercial failure. The last man standing would appear to be BEMA buprenorphine/naloxone, headed for a pivotal comparative pharmacokinetic study versus Suboxone. It's hard to say what exactly a pivotal comparative pharmacokinetic study is, except that it seems to be a way for the company to circumvent a direct clinical efficacy comparison study with Suboxone.

BioDelivery thinks the FDA is cool with that, but they're going to take the prudent step of meeting with them before initiating the study. Based on BioDelivery's prior accomplishments, I wouldn't put much stock in their prediction of the FDA's mindset. This is hopefully a short-term green thumb on a deep dip, eventually to be followed by a red thumb to bankruptcy.

Recently really beaten down by the failure of early phase 3 clinical trial results showing its pain drug BEMA Buprenorphine missed the primary target of its study, but Buprenorphine is already a Food and Drug Administration-approved drug for pain treatment. BDSI has $21 million in cash so a revised study is underway. Good company, well run, hit a bump in the road.

A previously unproven company but with a practical piece of industry regulatory experience providing the perfect launch pad for a proven proprietary application process, poised to pick up the pace with partnerships and an particularly pleasing pipeline!

Lots of promise, could be a year off, maybe more, but good things will happen.

1.6 PE, revenue growth of 675% over 3 years, and 290 ROE. Delicious fundamentals.

Declining short interest in November will drive stock up.

picks source: zzlangerhans
as of 12/7/2010, these were the 5 most underperformed designated "top picks" by zz. these are the 5 picks (out 7 top picks):
alny,idra,rtix,biod,bdsi
No due diligence performed, these are hail marys that atleast a couple may possibly be insane multi baggers potentially
Very risky.

check out the balance sheet
it's a gold mine

Proven product and low valuation. Concerns about cash flow and liquidity are mitigated by proven partnership ability and able management

MFI screener. CEO bought shares on open market at prices higher than the low $2s. Basic valuation ratios look out of whack (P/E, etc.) and may reflect its biotech+microcap nature

Target $6 - $9. Profit making Bio firm what else do you want.
11-08-10. Price $ 2.30

cuz I likes it

Beaten down, recent insider buying, solid balance sheet.

Cluster of insider purchases at higher prices in the last month or two.

Because Science is a very demanding field in the world today

porte pick with charts looking at an upswing

Products are superior

A good entry into a sound biotech company with a pipeline of unique drug delivery methods. FDA approval of Onsolis with first REMS demonstrated the management's ability to push a drug through the regulatory path successfully. Recent price drog after FDA approva of Onsolis provides the rare entry point into this long term growth biotech stock with minimal risk! Buy whatever you can, and hold for a few years. It is best to put BDSI into your retirement account.

BEMA delivery system used for newly approved drug has capability to delivery a wide range of drugs in the future... the skies the limit right now.