Depomed ---- Great Investment - 500 Beiträge pro Seite

[BrauchGeld]

Hallo

Depomed ist auf aktuellem niveau ein superkauf sowie mittel- als auch langfristig .
Das Unternehmen hat bereits zwei produkte am Markt ,Glumetza (Diabetes typ 2) und Proquin (Antibiotikum).
Glumetza wird von KG Pharma(KG) in USA und in Kanada von Biovail (BVF) vermarktet.
ProQuin wird von Esprit Pharma in USA verkauft .
In der pipeline befindet sich u.a. noch die verbesserte version von Pfizer´s blockbuster produkt Gabapentin für die bereiche (Postherpetic Neuralgia) PHASE 3 und (Diabetic Peripheral Neuropathy) PHASE 2.

Kurzfassung :

Depomed hat eine Marktkap. von nur 145 mio$ davon allein schon 43 mio$ an cash und gute produkte die alle auf ein millarden dollar markt zielen.

Depomed (DEPO)

Marktkap:145 mio$
Cash:43 mio$
Kurs:3,47 $

Pipeline:


Hambrecht mit 12$ kursziel:
http://www.wrhambrecht.com/sector/pharm/notes/ir20061220.pdf

Depomed Announces Strong Positive Phase II Trial Results for Once Daily Gabapentin GR(TM) to Treat Symptoms of Diabetic Peripheral Neuropathy
Tuesday December 12, 7:30 am ET
http://biz.yahoo.com/bw/061212/20061212005399.html?.v=1

[BrauchGeld]

Depomed dürfte einige millionen dollar für die patentverletzung von Ivax ( gehört jetzt zu Teva Pharma) bekommen.

Depomed Gets Good Pretrial Decision
Wednesday December 20, 5:51 pm ET
Depomed Receives Decision Backing Interpretations of Patents Going Into Infringement Lawsuit


MENLO PARK, Calif. (AP) -- Specialty drugmaker Depomed Inc. said Wednesday a federal judge agreed with its patent interpretations going into an infringement lawsuit against Ivax Corp.
Shares of Depomed jumped 21 cents, or 6.7 percent, to $3.35 in the extended session, after closing down 2 cents to $3.14 on the Nasdaq at double their average volume. Shares have traded between $2.74 and $7.19 over the past 52 weeks.


Judge Charles Breyer of the U.S. District Court for the Northern District of California filed a Markman decision favoring Depomed on two patents. Markman hearings are held to determine the scope and meaning of patent claims before an actual trial begins.

Depomed sued Ivax over two patents covering its AcuForm drug delivery technology, which is used in Glumetza, an extended-release treatment of Type II diabetes.

The case is now scheduled to go to trial unless the court grants Depomed a summary ruling stating that Ivax infringes the patents.

Ivax was acquired by Israeli-based drugmaker Teva Pharmaceutical Industries Ltd. in January. Representatives at Teva were not available for immediate comment.

[BrauchGeld]

Antwort auf Beitrag Nr.: 26.521.112 von BrauchGeld am 28.12.06 15:05:51

short interest nimmt ab auch ein gutes zeichen :

http://www.nasdaq.com/asp/quotes_full.asp?mode=&kind=shortin…




http://www.depomedinc.com/products_pipeline.htm


Bofa :
Our 12-month thesis on the stock. A combination of: 1) pipeline catalysts, 2)
progression of recent product launches, and 3) increased business development
activity should drive the stock higher. DEPO's most under-appreciated opportunity
is Gabapentin GR (extended release version of Pfizer's blockbuster Neurontin).
We believe Gabapentin GR has peak sales potential of $350-400m and could be
worth $3.50-4.00 per share to DEPO, by itself. DEPO's risk/reward profile appears
compelling - with $1 downside risk and potentially $3-4 upside, in our view
.. Our call today in a nutshell. Depomed announced positive Phase II results for
Gabapentin for the once daily treatment of pain related to diabetic peripheral
neuropathy (DPN). This is a significant positive for the company as we believe
that Gabapentin could yield Depomed’s most attractive commercial opportunity.
Gabapentin is also under development for the treatment of post-herpetic neuralgia
(Phase III trial) and menopausal hot flashes. In addition, DEPO announced the
common stock equity financing of up to $30 million from Azimuth Opportunity
Ltd. The funds may be drawn at DEPO’s sole discretion over the next two years
with the sales of registered shares at a discount to the price at the time of
withdrawal. We maintain our Buy rating.

[BrauchGeld]

Antwort auf Beitrag Nr.: 26.524.286 von BrauchGeld am 28.12.06 17:32:37

Wie oben zulesen ist macht allein Gabapentin
einen kurs von 3,50$- 4$ pro aktie aus .

[BrauchGeld]

Antwort auf Beitrag Nr.: 26.521.112 von BrauchGeld am 28.12.06 15:05:51

Depomed steuert auf die 4$ zu , die aktuelle bewertung ist ein witz von hier aus kann es ja nur nach oben gehen !
Das wichtigste in den nächsten 3-4 monate sind hoffentlich die positiven Gabapentin Phase 3 daten .

[BrauchGeld]

Antwort auf Beitrag Nr.: 26.521.112 von BrauchGeld am 28.12.06 15:05:51

Die 4$ ist geknackt nächstes ziel ist die 200er tageslinie (ca.4,75$) zu durchbrechen.

[asics01]

depomed geht zur zeit aber mächtig in die knie gründe???
asics

[asics01]

könnte jemand interesse an depomed haben???

asics

[koalabaer25]

Depomed sehe ich auch positiv. Depomed ist im Indexzertifikat der Citibank auf die S-BOX Diabetis = Index der Börse Stuttgart, der die Wertentwicklung der Branche (Diabetis) mißt.
Weitere aktuelle Indexmitglieder sind neben Depomed, Amylin, Novo Nordisk, Keryx Pharmaceuticals, Nektar Therapeutics, Ypsomed und Poymedica Corp.

[asics01]

läuft super zur zeit,weiter so

[koalabaer25]

Es war einmal ein Great Investment
Nach der heutigen News kann man dieses Investment vorläufig zu den Akten legen. Ähnlichkeiten zu Cobalis sind rein zufällig.

Depomed Drops As Test Results Disappoint
Tuesday July 10, 12:49 pm ET
Depomed Shares Plummet After Drugmaker Reports Disappointing Results, Analysts Cut Ratings

NEW YORK (AP) -- Depomed Inc. shares lost more than half their value Tuesday morning after the specialty drugmaker reported disappointing results in a late-stage clinical trial of its key drug candidate.
The pill, Gabapentin GR, failed to significantly reduce pain when compared with placebo in patients with postherpetic neuralgia, a persistent pain condition caused by nerve damage after a shingles infection.

The drug is an extended-release version of gabapentin, which is already approved by the Food and Drug Administration to treat PHN. Depomed is testing the extended-release drug as a treatment for diabetic peripheral neuropathy and other conditions.

The Phase III trial results prompted at least three analysts to cut their ratings and remove their price targets on the Menlo Park, Calif.-based company.

"Until we gain further visibility on the future of the Gabapentin development program, we advise that investors stay on the sidelines," wrote Thomas Weisel analyst Donald Ellis in a note to clients Tuesday morning.

Ellis lowered his rating to "Market Weight" from "Overweight" and suspended his price target.

Shares of Depomed plummeted in morning trading, falling $2.83, or 57 percent, to $2.10 at midday. Earlier in the session, the stock traded as low as $1.83, its lowest point in more than four years.

CIBC World Markets analyst Elliot Wilbur cut his rating to "Sector Performer" from "Sector Outperformer."

"These results were unexpected, given the low risk associated with new formulation and the encouraging Phase II results," Wilbur wrote. The analyst estimates that the opportunity from gabapentin accounts for about two-thirds of Depomed's valuation.

Oppenheimer & Co. analyst Scott Henry had a similar assessment of the company.

"Gabapentin GR was $6 of our $9 price target and the primary reason to own Depomed," he wrote.

Henry lowered his outlook to "Neutral" from "Buy."