POZEN, Inc. (POZN)
A pharmaceutical company focused on developing products which can provide improved efficacy, safety or patient convenience in the treatment of acute and chronic pain and pain related conditions.
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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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Top 20 Naked Put Trades
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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.
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effective drug with a lot of GSK marketing behind it.
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medical treatment process technology breakthrough.
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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....
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Will the FDA make POZN shine? Third times a charm.
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Product will be FDA approved... = blockbuster.
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Check out Zack's calling this the stock of the week.
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One of several picks. I am testing a new screen to find high potential but weak performing stocks. We'll see how they go...
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Products will be brought to market.
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The P/E Ratio is 240 for crying out loud!!!
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Got burnt (as many did) on this puppy only a little more than 1 month ago, when all indications pointed to it's migraine headache approval...Just the combination of 2 already accepted, frequently used over-the-counter drugs, right? BIG TIME WRONG!
Learned my lesson that FDA approval is incredibly difficult, as is the road ahead for this latest venture.
Just because a big pharma co. is tossing big bucks for a trial to be COMPLETED IN 2009, isn't worth the bumps-the-road along the way.
More food for SHORTS, as was the case Friday, when there were no shares available!
Up 28% on the start of a Phase III Trial? Gimme a break...wise-up!
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Expect Trexima to be approved - riskly play but $billion market potential.
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There is a real need for this type of medication and better yet therapy.
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Positive earning surprise > 36% past Q
Est. EPS > 700% next Q
120% better than S&P last 52 wks.
6 upgrades within 90 days
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New drug will be approved in August and on the market this year.
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Long-term underperform. Poorly managed. Obscenely high P/E at 241.29. Don't believe everything you hear on TV.
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good looking opportunity
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big drug targets

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