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zu ALTH... JMP SECURITIES Allos ($6.65, ALTH, Market Outperform, PT: $20) Scarcity value makes this hematology company with an approved product an obvious Target. We continue to view Allos as a prime take-out candidate and believe that interim data from a Phase II trial in lung cancer could act as a driving catalyst for acquirers. FOLOTYN is now approved and available in the US for the treatment of PTCL, and we expect a full commercial launch to gain traction early this year. Although early in the launch ramp, we believe that initial sales indications from November and December 2009 may provide upside to Street expectations. We also look forward to learning how quickly and readily reimbursement authorities are adopting the drug’s use. mfg ipollit |
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| aus der Diskussion: | Biotech Depot 2010 |
| Autor (Datum des Eintrages): | ipollit (06.01.10 23:29:57) |
| Beitrag: | 19 von 334 (ID:38679881) |
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