IGXT vor Approval - Target Price?

Ein Thread zu IGXT ist längst überfällig. Gemäß AEGIS Capital liegt das Kursziel bei 3$. Pipeline sieht ok aus und am 3.2. kommt wohl ein FDA Approval für ein Migräne-Medikament. Aus meiner Sicht sind noch mindestens 100% drin. Einschätzungen? biotech  

 

... bereits zugelassen. Sorgt wenigstens für einen Revenue-stream und beweist, daß die ein NDA-Filing auch durchziehen können.  

http://www.aegiscapcorp.com/services/research/

Auf der Liste werdet ihr bestimmt die eine oder andere Firma wieder erkennen, die letztens  extrem gute Kurssprünge erfahren haben, wie Cytrix, Oramed oder NeoStem.
Die haben einen guten Richer...  

https://aegis.bluematrix.com/sellside/...aegiscap.com&source=mail

LG, biotech  

Irre ich mich in der Annahme, daß wenn die Zulassung kommt IGXT Upgrades erfahren wird?
Und wenn diese Upgrades kommen (oder nicht kommen), der Aktienpreis aber deutlich über 1 USD bleibt, wie sieht's dann mit einem Uplisting zur NASDAQ aus? biotech  

von Bullinvestor - kannte die bisher noch nicht.

IntelGenx (IGXT :$0.60) – Drug Delivery company focused on Oral method with strong pipeline of pharma drugs
Leave a reply
6th August, 2013

New HOT Stock pick: IntelGenx Corp. (IGXT: $0.60)

IntelGenx has an FDA approved drug (Fortivo XL) on the market and several in pipeline for various indications with multi billion dollar market for some of the other approved drugs on the market for the treatments.  Company has many good partnerships in place with companies like PAR Pharma, RedHill BioPharma, Edgemont Pharmaceuticals and others.
IntelGenx is uniquely positioned to capture a huge marketshare given its large portfolio of patents in Drug Delivery Systems.  It has 3 key methods:
1) VersaTab – Controlled release tablets
2) VersaFilm – Rapidly disintegrating film
3) AdVersa – Mucoadhesive tablet

Company has NO debt and has sufficient cash for near term giving its current burn rate.
Current capital structure includes:
Shares outstanding: 58 Million
Insider Ownership: 22%

Company website:
Management Team: http://www.intelgenx.com/aboutus/mngmt.html
Board of Directors: http://www.intelgenx.com/aboutus/board.html
Product Pipeline: http://www.intelgenx.com/pipeline/chart.html
Company Presentation:  http://www.intelgenx.com/investors/presentations.html

Targets:
Near term: $2 – $3
Long term: $5+

About IntelGenx:
IntelGenx is a drug delivery company focused on the development of oral controlled-release products as well as novel rapidly disintegrating delivery systems. IntelGenx uses its unique multiple layer delivery system to provide zero-order release of active drugs in the gastrointestinal tract. IntelGenx has also developed novel delivery technologies for the rapid delivery of pharmaceutically active substances in the oral cavity based on its experience with rapidly disintegrating films. IntelGenx’ development pipeline includes products for the treatment of severe depression, hypertension, erectile dysfunction, benign prostatic hyperplasia, migraine, insomnia, idiopathic pulmonary fibrosis, allergies and pain management. More information is available about the company at www.intelgenx.com

Disclosure:  All the information on this report or on this website is believed to be true based on our knowledge.  Please use expert financial advice in making any investment decisions.  We do currently own a long position in the stock which may change without any further notice.  We do not receive any compensation from the management of the company we recommend.  We are very selective of our stock pick based on 20+ years of stocks investment experience.  Financial markets are very volatile and stock prices varies based on numerous factors.  We strongly advice you to do your indepth due deligence on the company we recommend and seek a professional expert advice.

This entry was posted in Uncategorized on August 6, 2013.

http://bullinvestor.com/?p=52

biotech  

 

Für mich einer der wichtigsten Punkte, die für ein Invest hier sprechen. Als reiner Generika-Hersteller mit einer neuen Technologie zur Verabreichung der "altbewährten" Wirkstoffe, werden natürlich ungemeine Produktionskosten eingespart und erhebliche Forschungsrisiken ausgeklammert:

Our business strategy is to apply our drug delivery technologies to improve existing drug compounds with proven efficacy and safety and, in conjunction with strategic development and distribution partners, reintroduce these drug compounds to the market as branded products with improved deliverability and efficacy.

Because we are developing improved formulations of currently marketed therapeutics, our products typically require fewer clinical trials to generate the safety and efficacy data needed to achieve regulatory approval than drug formulations that have not been previously marketed. As a result, we believe we can accelerate development and reduce risk compared to traditional pharmaceutical and biotechnology companies.

Using the 505(b)(2) approach to obtain FDA approval, our products have the possibility of obtaining  three years of market exclusivity.  

IntelGenx Announces Additional Development and Commercialization Agreement with Par Pharmaceutical, Inc. for Two More Products

http://www.intelgenx.com/investors/pressreleases/2014/2014-01-13.html

Mir ist aufgefallen, daß PAR Pharma im Privatbesitz von TPG Capital ist. Und PAR hat letztens JHP Pharma/ JHP Holdings aufgekauft:

Par Pharmaceutical to Acquire JHP Pharmaceuticals
WOODCLIFF LAKE, N.J., January 21, 2014 - Par Pharmaceutical Companies, Inc. (“Par”) today announced that it has entered into a definitive agreement to acquire JHP Group Holdings, the parent company of JHP Pharmaceuticals (“JHP”), a leading specialty pharmaceutical company that develops, manufactures and markets branded and generic sterile injectable products.

http://pr.parpharm.com/...l-newsArticle&ID=1892252&highlight=

Gerade diese beiden zeitlich so nahen Ankündigungen sind echt verheißungsvoll. Auf der einen Seite zwei neue Mittel entwickeln und auf der anderen Seite noch zusätzliche Kapazitäten dazukaufen? Klingt für mich nach schönen ...:
"In exchange IntelGenx will receive upfront and milestone payments, together with a share of the profits upon commercialization. In accordance with confidentiality clauses contained in the agreement, the specifics of the product descriptions, platform technologies and financial terms remain confidential." GLTA biotech  

IGXT - A Beautiful Spider Web of Large Company $$ and Potential Partnerships

My brother and I did an extensive research study of IGXT today. Did you know the following?
-IGXT has a 3 year patent on Versafilm medicated film strips, for migraine and erectile dysfunction (ED) drug delivery
-ED market is $2 billion plus, and patents have expired for Pfizer's Viagra
-Migraine market is $670 million, and patents have expired for Merck
-IGXT has a drug film production agreement with German company LTS, for Versafilm high volume production of the migraine drug, and ED drug
-IGXT has a licensing arrangement partnership with private company Par Pharmeutical. Financial details of this agreement are not disclosed at this time, but will be invoked upon FDA approval for the migraine drug.
- Par Pharma is #5 in size for generic drug sales and will take the lead on the migraine film and ED film distribution.
-Par Pharmeutical has a proprietary division called Strativa Pharma. Strativa is already involved in film drug delivery products.
-Par and Strativa Pharmaceutical are private and owned by TPG Capital. a $55.7 Billion Capital investment fund with deep pockets!
-Par Pharma, on 1/21/14, just acquired JHP Pharmaceutical, a 450 employee pharma company that delivers 3 billion PILLS a year to customers.
-Upon an FDA approval for migraine medication, could it be that Par Pharma is making a big time launch into medicated film production and leverage the customer relationships and sales for additional drugs that the JHP Pharmaceutical brings to the table in the area of PILL sales?
- There are (at least) 10 FDA approved drugs/products already on the market for the film delivery drug method of consumption. Therefore, the likelihood of FDA appvoval is very strong on February 3! (This is not a new technology, only a new drug (migraine)).
Summary: we are holding our stock through FDA approval on February 3. Additionally, we expect a buyout or significant market cap increase to $250 million + ($5 stock) upon FDA approval and subsequent stock buy ratings!

 

Here is a Summary from he largest Shareholder of IGXT (he sees Tgt of $5-10) !!! PART 1

Blumont currently hold over 6 Million shares of IGXT ...
----

Frankly, my target (first stated in July, 2011) of realizing $3-$8/share from IntelGenx over the
life of the BIPES Fund has never seemed more reason able—the company has put in place more
than enough building blocks to see that kind of sto ck price by the of 2016, as it becomes
recognized as a world leader in the growing area of thin-film drug delivery and development. I
like the fact that my $3 low end corresponds to the already-existing 1-year target of Ram
Selvaraju, a well-respected and sophisticated Wall Street biotech analyst. If the PAR
partnership blossoms into something special (whichis what I expect), the $5-$10 range becomes a real possibility.

1) IntelGenx has a branded drug (ForFivo) which they s
uccessfully negotiated through to
FDA approval. Although ForFivo is not a “big” drug
, royalties and milestones from this
drug should end up covering IntelGenx’s $2million/y
ear operating burn; the industry
credibility that IntelGenx earned just from this ac
complishment should not be
underestimated, because few companies of IntelGenx’
s size are able to get drugs all the
way through the approval process.

2) By the end of 2013, IntelGenx will have successfull
y cleared the equivalent of Phase III
trials in the generic or 505b2 form of 4 branded dr
ugs that together register annual
sales of over $4.5billion. (What we don’t know is
how big a piece of that $4.5billion pie
will IntelGenx’s marketing partners be able to take
...)
3) IntelGenx has partnered with Par Pharmaceuticals—a
large and well-respected generic
drug company—for a generic form of thin-film Suboxo
ne, a drug which currently sells
over $1.5billion/year. With Par as a partner, it i
s reasonable to expect that IntelGenx
should share in sales somewhere in the $100million-
$300million range, allowing it to
generate EPS which should be in the $0.50/share-$1+
/share range from this drug alone.  

... dürfte sich aber bald ändern, wenn die ersten Analysten mit ihren Berichten um sich werfen. Was mich wundert ist, daß Seeking Alpha zwar schon etwas (positives) veröffentlicht hat, dies aber relativ lange her ist (Anfang 2013). Viel Spaß beim recherchieren, biotech  

das Unternehmen hat quasi keine Schulden und x Medikamente in der Pipeline... klingt für mich sehr solide.

Machen die denn schon Gewinn?

Denke ich werde mir mal nen paar ins Depot legen, bei 50% Verlust scheinen die ja nen Boden zu haben ;-)  

sie produzieren genug revenues um alle auszuzahlen und ihre pipelines weiterzufinanzieren. die letzten berichte zeigten, daß sie jedes quartal mehr einnehmen. genauso sieht es mit den vorhersagen aus: jedes quartal kommt mehr rein. aber wer weiß, wie es demnächst mit a) dem migräne-medikament und b) mit der pille gegen erektionsstörungen aussehen wird. hier stellen sich viele auch nur die frage nach der höhe. anscheinend gehen alle (auch ich) von guten verkaufszahlen aus. biotech  

IntelGenx Technologies: A Small Cap Company With The Potential For Significant Gains

http://seekingalpha.com/article/...he-potential-for-significant-gains

Die Überschrift trifft es genau! LG, biotech  

Den muss man sich 1 Jahr lang ins Depot legen und hat dann Freude dran, sieht alles ganz gut aus, vielleicht kauf ich heute zu einem guten Kurs welche :-)  

The Ducks Are Lining Up For IntelGenx Bulls

http://seekingalpha.com/article/...-are-lining-up-for-intelgenx-bulls  

Die Woche wird echt spannend. Allen Investierten viel Glück, biotech  

Drückt die Daumen, daß es so weitergeht...  

New Leadership: Dr. Rajiv Khosla, the former Vice President of Business Development at Biovail Corp. (acquired by Valeant Pharma (VRX) for $3.3 billion) replaced Dr. Horst Zerbe as the new CEO and President of Intelgenx on January 1, 2014. Dr. Khosla holds an impressive track record of leading the transaction process for more than 75 deal opportunities in a variety of therapeutic areas during his career including 5 year tenure at Biovail Corp.  

http://www.sbwire.com/press-releases/...n-corp-otcmktsendo-447406.htm  

http://www.wnd.com/markets/news/read/26257268/worth_watching_stocks_


Es kommt so richtig schön ins Rollen  

Obwohl vieles heute in rot war (bio/pharma), hielt sich IGXT mehr als gut. Auf eine aufregende Woche: Skol.  

Hallo danke für deine Infos, habe mir für 0,991 auch welche ins Depot gelegt und denke Langfristig wird der Wert 2 stellig, bei soviel Produkten :-)