POZEN, Inc. (NASDAQ:POZN)

Article from Zacks Biotech Guy - Jason Napodano - trying a strategy where I set 10% stops on all these and let the winners run.

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Yowza! Another super-volatile lifetime share price chart. Don't look directly at it unless you want to get vertigo. And yes, that was a new six-year low today. Pozen's executives have had long and remunerative careers developing uninspiring combination pharmaceuticals that nobody really seems to want. Treximet, yawn. Adding an NSAID to a triptan has been good for 4M per quarter. And Vimovo hasn't yet cracked a million in quarterly royalties. And now there's PA32540 about to make enteric-coated aspirin even safer for sensitive stomachs. Has the market finally tired of this eleven year unprofitable story? Or will management's expertise in selling themselves resuscitate the stock from another depression? My years watching these stocks indicate the latter.

Choppy performance, but priced very low, after backing out cash minus liabilities. Magic formula plus insider buying.

Price/earnings of 7.50, market cap of 170.45 million, Debt/equity of zero, Return on Invested Capital (TTM) of 48.89, based in North Carolina, United States, focus on acute pain treatment.

This is a classic example of a false moat. Building off zzlangerhans' example of treximet, Vimovo which is falsely being labeled as a "pain drug" (NSAIDs are fundamentally anti-inflammatory drugs- which secondarily may reduce pain levels) is a combination of naproxen and "immediate" acting omeprazole. Nexium (omeprazole) will be going generic in 2-3 years and naproxen is cheap and efficacious in it's generic form. Can someone tell me why I woulded just prescribe daily prilosec or a H2 blocker like ranitidine and generic naproxen instead of an expensive marketed (combo). Longs maybe you can address why I, as a practioner, would chose this product instead? POZN is producing illogical, impractical products thusfar. I hold no real life position, but am short long term in CAPs.

great stock

FDA approval just around the corner for new product, look for approval on or after April 30 of this year.

Personally, i think this is a great stock to do a put option on for may10 because its waiting on a FDA approval that can take time but for the short term to turn profits i would!

If FDA accepts the gastric ulcer endpoint for PN400 and the PA program then we'll see a very strong move back to the $12-15. Add to that a very good acceptance, so far, of Treximet there are a lots of positives in the making. Excellent time to take advantage of a good entry; though right now that's true of just about anything.

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Undervalued per earnings potential of Treximet and pipeline including PN and PA. Many catalysts coming in next couple months, sales data on Treximet, partner for PA and SPA acceptance. PN data later in year or early next year.

effective drug with a lot of GSK marketing behind it.

medical treatment process technology breakthrough.

FDA concerns about tox have been addressed according to publicly available data. Given that the concern was addressed and seemingly negated, it would seem approval is right around the corner.

Word of Caution: You can never predict how the FDA will react. I recall a legal case I did some research on involving BMS a few years back where BMS hyping product and the whole world thought was a "gimme" only to have it rejected. remember, only the FDA knows what the FDA is thinking... though sometimes i not even sure they know exactly what they are thinking!

Assuming approval is granted, parntership with GSK is a HUGE bonus. GSK sales force has experience in this therapeutic area. Easy transition, easy ins with current trusted physicians... assuming no negative stories come up in post marketing surviellence look for this stock to rise signficantly from current prices. Good news is these prices are a steal with the pps taking a beating, probably due it being a speculative stock and big investors cashing out trying to meet margin calls elsewhere.

pain is huge area in healthcare, but can be a bit risky as well. however, from the data i've seen i think there is promise in the product. beyond a few years i have my doubts on the leadership of the company, but in a few years who knows what will be and i'll reevaluate....

Will the FDA make POZN shine? Third times a charm.

Product will be FDA approved... = blockbuster.

Check out Zack's calling this the stock of the week.