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CRL ausgestellt im November 2015 erneut eingereicht NDA am 19. Dezember 2016 PDUFA Schätzung 19. Juni 2017 die Schätzung von 6 Monaten verwenden.
NEOS's stock price is going to look awfully cheap
If Adzenys and Cotempla can command just 2% of the over $9 billion ADHD stimulant market, NEOS's stock price is going to look awfully cheap.
Neos' three compounds are all focused on the much larger stimulant side of the ADHD market ledger and they are all patent protected through 2032.
The FDA decision on Neos Therapeutics Inc.’s (NEOS) NT-0201, proposed for the treatment of ADHD, is due on September 15, 2017.
NT-0201 is a liquid suspension extended release formulation of amphetamine.
Amphetamines belong to a class of drugs known as prescription stimulants that are used to treat ADHD.
If approved, NT-0201 is expected to be launched in January 2018.
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15/09/2017 PDUFA Datum vom 15. September 2017.
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PDUFA 15/09/2017 PDUFA Datum 15. September 2017.
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NEOS could make an attractive buyout candidate to a company looking to expand its ADHD portfolio
NT-201 is the third drug the company has had approved for the ADHD space, which is roughly a $10 billion annual market in the United States. Its first compound 'Adzenys' is seeing solid script growth and its second compound 'Cotempla' will hit the market soon after being approved in June. NT-201 or Adzenys ER will roll out early in 2018.
This gives the company three wholly owned compounds it can market and distribute through the same sales force. Obviously this should be extremely positive for revenue growth and margins. Needham mentioned a possible "funding overhang" which I think is unwarranted given the company raised some $30 million near the end of June and ended the first half of 2017 with almost $80 million in cash and marketable securities on the books. This represents about 40% of the company's approximate $200 million market cap.
Analyst commentary on NEOS is quite positive. Over the past week,
RBC Capital, JMP Securities, BMO Capital and Canaccord Genuity reissued Buy ratings with price targets proffered on NEOS of $12 to $30 a share. Here is the color the five star ranked analyst (TipRanks) at JMP offered a few days ago with his $30 price target.
NEOS could make an attractive buyout candidate to a company looking to expand its ADHD portfolio
NT-201 is the third drug the company has had approved for the ADHD space, which is roughly a $10 billion annual market in the United States. Its first compound 'Adzenys' is seeing solid script growth and its second compound 'Cotempla' will hit the market soon after being approved in June. NT-201 or Adzenys ER will roll out early in 2018.
This gives the company three wholly owned compounds it can market and distribute through the same sales force. Obviously this should be extremely positive for revenue growth and margins. Needham mentioned a possible "funding overhang" which I think is unwarranted given the company raised some $30 million near the end of June and ended the first half of 2017 with almost $80 million in cash and marketable securities on the books. This represents about 40% of the company's approximate $200 million market cap.
Analyst commentary on NEOS is quite positive. Over the past week,
RBC Capital, JMP Securities, BMO Capital and Canaccord Genuity reissued Buy ratings with price targets proffered on NEOS of $12 to $30 a share. Here is the color the five star ranked analyst (TipRanks) at JMP offered a few days ago with his $30 price target.
Update: "Given the multiple catalysts and removal of headwinds, shares of Neos "will eventually
reach $20" as a standalone company, Van Buren(Cowen´s analyst) wrote. This is justified
based on the company's portfolio of three products that will eventually
reach $300 million in sales with at least eight years in duration each.
Even based on just a 2x multiple on peak sales, the stock would be worth
$600 million, or over $20 per share
."
The stock on a longer term basis, remains deeply discounted to its true value in my opinion.
stratec stimmt der Buy-Einschätzung von tamam zu
stratec stimmt am 08.11.2017 der Buy-Einschätzung von tamam mit dem Kursziel 20$ zu.Überschrift: NEOS could make an attractive buyout candidate to a company looking to expand its ADHD portfolio
SecteurProduits pharmaceutiques Agenda 08/11 Publication de résultats
Neos Therapeutics, Inc. est une société pharmaceutique spécialiséele développement,fabrication etcommercialisationproduits utilisant sa libération modifiée propriétairesplatesformes technologiques deadministration de médicaments.
Les solutions XR-ODT (amphétamine), Cotempla XR-ODT (méthylphénidate) et Adzenys-ER (amphétamine) à libération prolongée d'Adzeny, toutes destinées au traitement du TDAH, sont les premiers produits approuvés utilisant la plateforme technologique à libération prolongée de la Société. ,
En outre, Tangsex, une suspension orale à libération prolongée d'hydrocodone et de chlorphéniramine pour le soulagement de la toux et des symptômes du rhume des voies respiratoires supérieures.
La société a été fondée par Darlene R. Ryan le 30 novembre 1994 et son siège social est situé à Grand Prairie, au Texas.
Nombre d'employés : 138 personnes.
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