Santarus, Inc. (NASDAQ:SNTS)

may be to late for the rally but oh well.

Forward eps hasn't caught up to growth rate. The only reason this isn't much higher is because it has already gone up so much in the past months. Luckily the market doesn't let anything go straight up and this is where some profit can be made.

I've owned over 1k shares of SNTS for almost 3yrs. Has several promsing Phase III products in its pipeline. Often overlooked are its cash agreements with Merck and GSK.

big demand for their products. sales 600+ billion. up to management proficiently

Colitis is a very common problem and there will be a huge demand for this drug world wide. Insurance companies will pay big bucks to get the person off their sick beds and back to work.

Taking a flier on this one.

This longshot looks like a warrior on a bear hunt.

Good earnings, strong balance and generating cashflow

At this point, everyone is assuming the worst case scenario with generic Zegerid regarding Par Pharma, and this is priced into the stock....The company has over $1.50/share in cash alone....At current prices, the rest of the company flagship without the cash is priced at $72 million.....They will have $50 million in Glumetza sales this year, Merck just launched Zegerid OTC 1 1/2 months ago (in which SNTS will receive royalties moving forward), plus two late stage III drugs.....(All priced at $72 million), and they will still have $100 + million in Zegerid prescription sales this year........seems cheap.

call this a winner easily double

Great cash flow. Almost no debt. Double digit royalties coming in this year in addition to potential cash payment $35mil from Merck. I'm riding this one out to $7/share

Buy me now!

Highly underrated. GERD treatments are not that effective and LR PPI drugs don't provide immediate relief. Zegrid has a IR formulation that is significantly better than current prescriptions and OTC products. Hence, Schering and Glaxo's interest in co-promotion. This is a 14B market, and 5% of that market will make this an easy 4 bagger. The PAR case is causing hang over, but look for that to resolved and for profitability in 2009.

SNTS has been hampered primarily by a patent challenge by Par Pharm. and the stock took a huge hit when this claim came out primarily for two reasons. 1) CEO had stopped giving guidance on a call a few days before and 2) market thought that perhaps the patent challenge would further hamper the cash flow situation at SNTS. Realistically, this suit will probably be settled or won by SNTS. SNTS should reach profitability in Q4, however, the market is overlooking the two major deals SNTS has signed with Glaxo (for foreign distribution) and Schering for OTC distribution. Both companies are comfortable with the patents as should you be. I look for a volatile rocky ride from here...but up it should be. Cheers.

good drug

addresses $billin market; secondary benefits re acid reflux;big co-marketing deals;faster PPI response;undiscovered by analysts

Hit bottom

making great progress on their OTC version of Prilosec