Monday, 5 October 2015

Alexandria holds PBYI 76.9: A faster growing smaller company with similar industry margins should be accorded a higher market multiple to account for the accelerated rate of growth, especially with the strength of the management that directs this one.

Trading at roughly 3x projected 2016 revenues and revenue growth at close to 100%, the company is valued inexpensively relative to peers. Celgene exclusively licensing its current and future wound care products to Alliqua, combined with continued cash infusions is a tremendous sign of confidence in Alliqua's management. Johnson employed a similar M&A strategy and has brought members of his ConvaTec team with him to Alliqua. This was strengthened with the recent complementary acquisition of Celleration's wound bed preparation and its salesforce. With ALQA's product portfolio, the company is well positioned to benefit.


Renata:
As one of eight national MACs responsible for processing Medicare claims, this reimbursement coverage should be a huge boost for Biovance prescriptions.

Marylou:
One such company is small wound care startup Alliqua (NASDAQ: ALQA ), in which, I believe, we have an as yet unrecognized opportunity to invest at a discount.

Ella:
That is why I have formulated my 4 Tenets of a Successful investment among which strong management and able partners is a critical component.

Shanel:
Poised against such stellar performers there are God knows how many instances of incompetence, or, worse, bad intentions and even fraud.

Vera:
It makes sense that investors would have more confidence in companies that are managed by officers who exude competence and a genuine intent to create shareholder value.

Celinda:
For example, Elon Musk, with his tremendous success at Tesla (NASDAQ: TSLA ), Solar City (NASDAQ: SCTY ) and prior ventures; anything he brings to market now would be received with wild enthusiasm.

Sherita:
As a matter of fact, in many instances investors are paying an upfront premium for those persons' involvement in a public company.

Keena:
If they are involved in a business, investors need to take notice because the likelihood of success is that much higher.

Eleonor:
Certain entrepreneurs or management groups are exceptional at creating value for investors.

Shiloh:
Celgene is a substantial partner.

Puma Biotechnology (NYSE:PBYI)
//stockhand.net/us/?q=nyse%3Apbyi&id=204406

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