POZEN, Inc. (NASDAQ:POZN)

Revenue surge from P\A will lift company

I can't get excited about any of Pozen's marketed products or pipeline, but I think the share price may have stabilized from the most recent decline. While I don't see much to justify an enterprise value more than 20M here, the market has always spotted Pozen a value I don't think they deserve. I'll try and catch a little ride back up here, but I might end up flushed. NDA's for PA32540 and PA8140 won't be filed until April at the earliest, so it's too early to look forward to a catalyst.

Magic Formula 11-29-12

when the FDA approves it.

A bold executive who puts his own money behind his deeds makes me believe he will make this company money or die trying. The technology used on their drugs is fairly mundane so FDA approval is likely to be a smooth process. A risky one for sure but with really nice upside potential. I'll play it.

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

MFI Screen

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.

Top 20 Naked Put Trades

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.