BioCentury on BioBusiness, Analyst Picks & Changes
Analyst picks & changes
Published on Monday, April 19, 2010
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Company
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Bank
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Analyst
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Coverage
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Opinion
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Wk chg
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4/16 cls
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Acorda
Therapeutics Inc. (NASDAQ:ACOR)
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Leerink
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Joshua
Schimmer
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Upgrade
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Market
outperform (from market perform)
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7%
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$37.85
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Schimmer
upgraded based on feedback from multiple sclerosis specialists indicating
Ampyra dalfampridine is "launching quickly and penetrating deeply in a
highly concentrated MS population." He increased his sales estimate for
2010 and 2011 to $83M and $442M, respectively, from $66M and $253M. Acorda
has rights to the sustained-release formulation of 4-aminopyridine drug from Elan
Corp. plc (NYSE:ELN).
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Alexion
Pharmaceuticals Inc. (NASDAQ:ALXN)
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Jefferies
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Eun
Yang
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Price
target
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Buy
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0%
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$54.87
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Yang
raised her target to $62 from $54 based a sales estimate assuming a Japanese
approval for Soliris eculizumab to treat paroxysmal nocturnal hemoglobinuria
(PNH); the approval followed two days after her note. She expects the
humanized mAB targeting complement 5 (C5) could have $130M in annual sales in
Japan. Soliris also is approved in Australia, Canada, the U.S. and EU to
treat PNH (see B7).
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