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Forum - ADAMIS PHARMACEUTICL - ADMP   

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From: pmony (Rep: 519) reply to pmonyDate: 02/28/2014 12:42
Forum: ADAMIS PHARMACEUTICL - Msg #251Thread #673635758 (Rec: 0)
Low Vol Sale today DD New Buy Coverage started $15 Target DD on ADMP tiny Biotech co. 9.9 mill shares out & float of 7.3 Mill shares..spent 50 mins on phone with management Fri & here are some facts.. 65 million $$$ market Cap for any biotech is very cheap but for a pipeline like ADMP's is insanely cheap. Biggest news imo is Tier 1 giant 95 Billion dollar 3M is their partner on newly purchased inhaler asset developed over 10 years by 3M. 3M retains all manufacturing rights & inhaler rights outside of drug sector. ADMP can license the inhaler to other drug co.s & pursue their own drugs. First objective is Glaxo's Advair which ADMP will file a 505b & make a generic Advair product. Currently Glaxo is all alone even though Advair came off patent 3 years ago as Advair uses a dual drug & others have found it extremely difficult to produce including TEVA who gave up. Advair enjoys worldwide sales over 8 bill $$$ & over 6 Billion in the U.S. alone. In Sept the FDA lowered guidelines to try & advance a generic Advair product so FDA wants competition in the market a huge plus... also the drug data by Glaxo will be used by ADMP so time to market will be much shorter then starting from scratch. When asked I was told between manufacturing compliance 6 to 8 months & phase 3 trials which will consist of 12 weeks but of course FDA paperwork, trial composition, enrollment and data results seems like 2nd quarter 2015 ADMP will submit NDA & early 2016 hitting the market. I know that seems a long time away but remember entering a 6 billion dollar U.S. market & sure to capture imo a large % due to much lower prices but even conservative 20 to 25% would be well over 1 Billion in sales. What valuation would a co. doing those types of sales value at in the market ? ADMP is at 65 Million dollar market cap. I would say they are cheap if this were the ONLY product they have BUT wait lets look at pipeline.

Epinepherine aka Epi pen s/b approved late 2014 as NDA filing in 1st Qtr

APC-1000 HFA branded generic inhaled oral steroid for asthma Phase 3 Trials 2.7 Bill $$$ Market

APC-3000 for Allergic Rhintis HFA Generic inhaled Nasal Steroid Phase 3 Trial 4 Bill $$$ market

APC 100 & 200 Prostate drugs currently in Phase 1 & obtained from University of Wisconsin.

TeloB-Vax an Immune based therapy in Phase 2 & basically it works by telling the bodies own immune system to create custom T-cells & kills up to 85% of all cancers. Better description here

http://www.adamispharmaceuticals.com/products-telob-vax.php

C31G a spermicide that according to co. is looking for partner for final leg & FDA submission.

CASH & DEBT ... Always a concern for me on Bio's is cash, cash burn & future dilution well take a look at recent financing done by ADMP. I was told they had Multiple deals on the table once 3M product was secured & a very nice deal indeed... First thing that jumped out at me was NO Warrants in deal a clean financing done. Over allotment s/b a done deal & leaves ADMP with approx 11+ Mill $$$$ & that's after paying off 3M & Convertible Note Holders of some 7.2 million... The only dilution out there is some 800K warrants from June priced at $5.95 a share so would land ADMP another 4.9 mill in Cash if exercised. That's it CLEAN & NO debt. Management also feels license deals may develop in 2014 adding cash to the balance sheet as well & was told worse case no warrant dollars & no license deal they s/b fine cash wise to the end of 2014 early 2015.

Well some other links to further DD & listing great 3M data on newly acquired inhaler..

http://seekingalpha.com/article/1868881-adamis-pharmaceuticals-two-companies-for-the-price-of-one?source=yahoo

http://solutions.3m.com/3MContentRetrievalAPI/BlobServlet?lmd=1314037544000&locale=en_WW&assetType=MMM_Image&assetId=1273684149733&blobAttribute=ImageFile

http://solutions.3m.com/3MContentRetrievalAPI/BlobServlet?lmd=1314026034000&locale=en_WW&assetType=MMM_Image&assetId=1273685196267&blobAttribute=ImageFile

http://solutions.3m.com/3MContentRetrievalAPI/BlobServlet?lmd=1314027541000&locale=en_WW&assetType=MMM_Image&assetId=1273684150144&blobAttribute=ImageFile

http://solutions.3m.com/3MContentRetrievalAPI/BlobServlet?lmd=1316792825000&locale=en_WW&assetType=MMM_Image&assetId=1273695579274&blobAttribute=ImageFile

Last but not least FDA lowers guidelines for Generic Advair huge plus for ADMP going forward

http://www.ft.com/cms/s/0/33dd6cd6-1a2f-11e3-b3da-00144feab7de.html#axzz2pSXapSG7

Follow the Big Money Vol higher last 3 days..Impressive Institutional buying since Dec 45% of total shares out bought & Insiders own almost 1 mill more leaving a float approx 4.7 mill shares & shrinking every week !!!!!!!!!!!!

TOTAL Institutional holdings = 4,653,334 shares out of 10.3 million total outstanding & Insiders almost 1 million shares held....Best part is majority of new institutions have bought all these shares the last 8 weeks !!!!

ESES holdings 1,741,973 shares .......see 13G filing as not on Institutional list yet

CRT Capital 513,628 shares........see 13g filing as not on Institutional list yet

GEMINI Fund 375,130 shares .......see 13G filing as not on Institutional list yet

MARXE AUSTIN 525,000 shares

SABBY MGT 407,024 shares

GROW PARTNERS 325,000 shares

GRANITE POINT 205,000 shares

BARD ASSOC 170,925 shares

SCOGGIN LLC 150,000 shares

DAFNA CAPITAL 125,000 shares

+ 8 other smaller holders



Reply to pmony - Msg #236 - 02/21/2014 16:02

Follow the Big Money Vol higher last 3 days..Impressive Institutional buying since Dec 45% of total shares out bought & Insiders own almost 1 mill more leaving a float approx 4.7 mill shares & shrinking every week !!!!!!!!!!!!

TOTAL Institutional holdings = 4,653,334 shares out of 10.3 million total outstanding & Insiders almost 1 million shares held....Best part is majority of new institutions have bought all these shares the last 8 weeks !!!!

ESES holdings 1,741,973 shares .......see 13G filing as not on Institutional list yet

CRT Capital 513,628 shares........see 13g filing as not on Institutional list yet

GEMINI Fund 375,130 shares .......see 13G filing as not on Institutional list yet

MARXE AUSTIN 525,000 shares

SABBY MGT 407,024 shares

GROW PARTNERS 325,000 shares

GRANITE POINT 205,000 shares

BARD ASSOC 170,925 shares

SCOGGIN LLC 150,000 shares

DAFNA CAPITAL 125,000 shares

+ 8 other smaller holders
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