Cubist Pharmaceuticals, Inc. (NASDAQ:CBST)

CAPS Rating: 4 out of 5

A biopharmaceutical company focused on the research, development and commercialization of pharmaceutical products that address unmet medical needs in the acute care environment.

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Member Avatar muirmm (29.04) Submitted: 9/8/2014 2:42:57 PM : Outperform Start Price: $68.32 CBST Score: -2.53

The world is desperate for new antibiotics to replace the ones bacteria are becoming resistant to. Cubist has them.

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Member Avatar mwlove (56.27) Submitted: 4/12/2014 1:57:31 PM : Outperform Start Price: $63.79 CBST Score: -5.14

Great value now. Solid pipeline of new drugs coming.

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Member Avatar marsuculix (22.74) Submitted: 3/28/2014 9:13:53 AM : Outperform Start Price: $72.11 CBST Score: -15.96

AdCom meeting is approaching - March 31 - I expect a favorable outcome for tedizolid !

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Member Avatar TerryHoodSr (53.89) Submitted: 7/29/2013 10:57:07 PM : Outperform Start Price: $69.81 CBST Score: -19.76

growth

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Member Avatar ScalaAnalyst (21.88) Submitted: 4/30/2013 7:49:23 PM : Outperform Start Price: $44.98 CBST Score: +22.17

Moderate factors: Insiders own about 4%. I wish it was higher, but this is all it is. They ave a debt/equity ratio of 0.40 which is a little high.
Better factors:
On the income statement this company seems to be heading in the right direction. Revenue and Gross Profit have been steadily moving upward. Q1 for 2013 seems to have slipped causing this stock to drop in price; but there are three more quarter coming. The Balance sheet shows that this company is growing asset wise, without increasing their liabilities. So it appears they are paying off their debt. On earnings, this last quarter was a little disappointing, but we are talking from quarter to quarter. From a long point of view. I believe they will recover and bring the earnings back into line with their annual reports. I don't believe I'm alone here as several street analysts have raised expectations from 0.37/sh to 0.50/sh. The only problem I see is the companies Cash Flow. It could be a sign that they need to get some expenses back into control, or double check the money owed the company. I.E. the Account Receivable. So there is some more research to do here. As long as they can pay their debt and can get their Receivables under control, then This would be an outstanding company that has a lot of growth potential in the next 2 to 4 years. This company and this industry will only continue to supply pharmaceuticals to an aging America. Even Kramer thinks this is a good stock. But even a blind squirrel find a nut every once in a while. So, I would accumulate at 45/sh down to 40/sh but probably sell at 60/sh.

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Member Avatar ChipNPutt11 (77.95) Submitted: 4/29/2013 4:11:34 PM : Outperform Start Price: $45.93 CBST Score: +19.54

Great prodict pipeline. Sepsis and other infections expanding... CBST has focused pipeline, good mngt. Could be acq. target soon too.

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Member Avatar foolfully (51.34) Submitted: 11/21/2012 4:15:10 PM : Outperform Start Price: $39.69 CBST Score: +25.04

100

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Member Avatar zzlangerhans (99.77) Submitted: 6/29/2012 2:09:47 AM : Outperform Start Price: $39.20 CBST Score: +17.07

I like to green thumb Cubist on pullbacks, since their consistently strong Cubicin revenues provide substantial downside protection. The company also has a strong internal pipeline which has the potential to generate substantial positive catalysts in the near future. I wasn't impressed with the Adolor acquisition, but under new management Entereg is actually showing some signs of life.

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Member Avatar PharmaD (93.58) Submitted: 10/26/2011 11:18:24 PM : Outperform Start Price: $39.29 CBST Score: +12.65

Clear takeover target for big pharma

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Member Avatar PDTBiotech (91.12) Submitted: 5/27/2011 11:07:12 AM : Outperform Start Price: $37.78 CBST Score: +26.34

Comically simple speculation approach - buying the rumor, hoping to sell the news. I like Cubist a lot, but I'll hit the high points.

*Rumored offer by Shire is probably legit, and will stir up BD execs at many other companies to take a peek. Confusingly, the articles all say the private offer was $44.5/share, or $2B, but with just shy of 60M shares outstanding it seems like that would be more in the $2.7B range. Current cap is $2.28B. A takeunder seems very unlikely, although they could be backing out CBST's debt when they cite the $2B figure, but with a big chunk of assets on their balance sheet as well I'm guessing the $2B is off substantially.

*Cubicin offers a way to buy revenues over a stretch of time when many companies will have a gap due to the patent cliff (cubicin IP expires mid-2016).

*Lots of upside to this company, including a seasoned ID sales force, some interesting pipeline products, and profitability.

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Member Avatar gopyerk (92.58) Submitted: 4/15/2011 4:45:22 PM : Outperform Start Price: $31.57 CBST Score: +57.38

Some great buzz about this company right now. Good clinicals taking place, nice earnings and some great growth potential. I like this for the long term...

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Member Avatar jackjjr (87.52) Submitted: 3/10/2011 12:15:52 AM : Outperform Start Price: $24.53 CBST Score: +119.48

cubisin is the only effective antibiotic that fights MERSA which is a major problem in hospitals. Cubist holds the patent and will win a challenge soon against TEVA who is making a generic. Winning the suit will send cbst much higher for a long time. It will also be a takover target.

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Member Avatar gonelong (35.33) Submitted: 1/24/2011 3:27:26 PM : Outperform Start Price: $22.46 CBST Score: +142.24

MP(sp)

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Member Avatar wax (97.17) Submitted: 5/10/2010 4:58:33 AM : Outperform Start Price: $20.40 CBST Score: +154.65

We think the current $20.15 is a good entry point for this stock, as we noted over the weekend in a post on our blogsite.
http://waxink.blogspot.com/2010/05/cubist-pharmaceutical-acutely-aware.html

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Member Avatar timattox (99.11) Submitted: 4/24/2010 2:50:32 PM : Outperform Start Price: $22.70 CBST Score: +129.96

From my ValueGrowth screen

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Member Avatar kevinim89 (69.48) Submitted: 1/12/2010 5:01:37 PM : Outperform Start Price: $19.15 CBST Score: +173.28

good

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Member Avatar UBishops09 (56.89) Submitted: 8/6/2009 7:02:36 PM : Outperform Start Price: $20.05 CBST Score: +133.77

Inexpensive and managements expansion plans seem bullish.

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Member Avatar ddphillips05 (< 20) Submitted: 6/30/2009 6:03:09 PM : Outperform Start Price: $18.34 CBST Score: +146.78

A knock out drug with only a lawsuit stopping a buyout at a higher price

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Member Avatar bulryder (< 20) Submitted: 6/1/2009 7:30:09 AM : Outperform Start Price: $17.35 CBST Score: +169.03

Boomers are getting older ,generics are cheaper and Obama"s health plan.

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Member Avatar TSIF (99.96) Submitted: 5/1/2009 1:54:06 PM : Outperform Start Price: $18.53 CBST Score: +117.52

It seemed like a good idea at the time, but now I don't know why. Anything Cuban should do well? Right??? :)

40% profit margins, 80% ROE. Reasonable cash/debt ratio. Good pipeline, good partners, good revenue, good products.

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