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TherapeuticsMD, Inc. Message Board

  • biotuesday biotuesday Nov 1, 2013 9:42 AM Flag

    BioTuesdays: Stifel starts TherapeuticsMD at buy

    November 1, 2013 by stephenkilmer · Leave a Comment

    Stifel Nicolas has initiated coverage of TherapeuticsMD (NYSE MKT:TXMD) with a “buy” rating and $8 price target, saying the company has three products set to deliver data catalysts and potential approvals every six months starting in late 2015. The stock closed at $4.22 on Thursday.
    “We believe the TherapeuticsMD portfolio represents the first innovation the hormone market has seen in nearly 10 years and could fill a very important void that was left in hormone replacement therapies (HRT) since the NIH-sponsored Women’s Health Initiative clipped the opportunity,” writes analyst Annabel Samimy.
    “With new research supporting its effort and a market that has been left fragmented, under-promoted, and served primarily by the unregulated compounding market, we believe the environment is ripe for TherapeuticsMD’s offering,” she added.
    The annual compounding market for HRT is currently estimated at over $1.5-billion, while the market for regulated branded and generic products has fallen to about $500-million.
    Ms. Samimy said the FDA and legislators are now putting in place major restrictions to this compounding market, leaving an open door for TherapeuticsMD to introduce the first clinically-studied, well-regulated bioidentical combination HRT as a leading alternative.
    “We see a potential launch in late 2016, with a conservative peak of $236-million” in sales, she added.
    She said the company also has developed a low-dose progesterone for secondary amenorrhea, which potentially offers a better side-effect profile, and could launch in late-2015. This would be followed in mid-2016 by an estradiol vaginal suppository, providing ease of administration and lower systemic exposure. She pegs peak sales at $139-million and $53-million, respectively.

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    • Hmmm...... saving the company from a falling knife the past few days??!! Hoping for a piece of the next offering are we??? Stock will close negative today. There has been a major player liquidating the past few days, sitting on the offer. He ain't done yet. These morons just propped up the price for them and suckered in more newbie longs. Who bought over $4.50 today and is now sucking wind????? Would love some debate from other longs besides Jordan and some other shorts on this stock....feel free to post and not just lurk.....

      Sentiment: Strong Sell

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