Zogenix, Inc. (NASDAQ:ZGNX)

CAPS Rating: 3 out of 5

Results 1 - 10 of 10

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Member Avatar pchop12316 (75.51) Submitted: 5/17/2015 1:16:25 PM : Outperform Start Price: $1.40 ZGNX Score: -0.35

watching the trials & anticipating the results

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Member Avatar zzlangerhans (99.79) Submitted: 3/11/2015 11:05:09 PM : Outperform Start Price: $1.25 ZGNX Score: +7.99

I've never really been in sync with the market on Zogenix. When the share price ran up as high as 1.9 after the unsurprising FDA approval of the abuse-deterrent formulation of Zohydro, I had no idea what buyers were thinking. Zohydro was a drug with significant liabilities and questionable commercial potential, with or without the new formulation. I had long jumped off the train when the stock cratered today after the company announced they had sold off Zohydro for 100M plus a 12.5M regulatory milestone plus 270M in sales milestones. Even without the sales milestones, which I think are unlikely to to be realized, this made the stock much more attractive to me. A substantial amount of uncertainty related to the ultimate profitability of Zohydro has now been removed and replaced with what seems to me to be a fairly decent slug of cash. Meanwhile, Zogenix's pipeline is neither immature nor dismissable. Brabafen (now ZX008) for the orphan indication of Drabet's syndrome of intractable epilepsy is ready to begin a phase III trial in Q3 and data from a clinical trial of Relday long-acting risperidone is expected in Q3. In the short-term, we could see volatility and new lows in Zogenix but I'd be very surprised not to see this stock come roaring back at least 30% by the beginning of the second half of the year.

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Member Avatar manirg (87.67) Submitted: 3/11/2015 10:37:09 AM : Outperform Start Price: $1.23 ZGNX Score: +10.33

Undervalued, buy limit $1.25

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Member Avatar byonts (< 20) Submitted: 4/23/2014 12:32:05 PM : Outperform Start Price: $2.86 ZGNX Score: -64.51

outperform; it has an extended release drug, approved for sale, to replace the fda discontinued meds for chronic pain. This is a 61B industry.

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Member Avatar YODSTER (74.15) Submitted: 4/1/2014 12:08:47 AM : Outperform Start Price: $2.87 ZGNX Score: -64.74

This drug is getting bashed and beaten down for nothing. The drug is simply vicodin without acetaminophen. Not a new scary heroin. My gosh, no drug is tamper resistant yet. Google how to shoot up oxycontin and the 3rd result tells you how to get the tamper resistance off. The FDA Mandated to the pharma industry to make pain drugs that won't hurt the liver for chronic pain sufferers. This is that drug.

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Member Avatar arshak999 (67.29) Submitted: 3/27/2014 8:08:36 AM : Outperform Start Price: $2.92 ZGNX Score: -67.33

Only pain management drug of its kind currently approved by the FDA. The drug doesn't damage the liver like all of its commentators. Down recently because commentator's CEO's father is a senator who introduced a bill to remove the drug over concerns for its possibly being abused. The bill has no chance of passing and the drug is going to head up sharply.

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Member Avatar optionsmaster (56.87) Submitted: 12/20/2013 10:43:02 AM : Outperform Start Price: $3.08 ZGNX Score: -71.89

New product launches and it's an obvious buy out target

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Member Avatar jungleboi313 (< 20) Submitted: 3/10/2013 3:03:32 PM : Outperform Start Price: $1.75 ZGNX Score: -57.13

drug approval chances are very high. full 2012 financial results to be announced Fri, 15th. Even if dont approved, price wont go down dramatically.

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Member Avatar Vapor09 (56.63) Submitted: 3/3/2013 1:16:39 AM : Outperform Start Price: $1.88 ZGNX Score: -65.88

Pain killer approval

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Member Avatar RBuskey106 (60.38) Submitted: 4/4/2012 12:56:04 PM : Outperform Start Price: $2.02 ZGNX Score: -83.20

Chart Play

Results 1 - 10 of 10

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