Thursday, April 15, 2021

2 Biotechs To Consider Buy: ARDX, FOLD可考虑买入的2种只生物科技股:ARDX,FOLD

Ardelyx, Inc., (ARDX 8.96) a biopharmaceutical company, develops and sells medicines for the treatment of kidney and cardiorenal diseases in the United States and internationally. The company's lead product candidate is tenapanor, which has completed Phase 3 clinical trial for the treatment of patients with irritable bowel syndrome with constipation, as well as in Phase 3 clinical trial for the treatment of hyperphosphatemia in end-stage renal disease patients on dialysis. It also develops RDX013, a small molecule potassium secretagogue program that is in Phase 2 clinical trial for the treatment of patients with hyperkalemia; and RDX020, a small molecule program for the treatment of metabolic acidosis. The company was formerly known as Nteryx, Inc. and changed its name to Ardelyx, Inc. in June 2008. Ardelyx, Inc. was incorporated in 2007 and is headquartered in Fremont, California.

1. $5 million milestone payment trigger from Japanese partner for initiation of Phase 3 test of ARDX's lead drug Tenapanor. 

2. April 29, 2021 is date for FDA to announce whether to approve Tenapanor in the US.

3. 21 Hedge Funds own ARDX stocks.

4. EPS growth for this and next years are 28% and 48%.

5. Wedbush analyst rated buy with price target at $14.

6. Price breaking out of 12 months range, strong upside momentum.







Amicus Therapeutics, Inc., (FOLD 10.13) a biotechnology company, focuses on discovering, developing, and delivering medicines for people living with rare metabolic diseases. Its commercial product and product candidates include Galafold, an oral precision medicine for the treatment of adults with a confirmed diagnosis of Fabry disease and an amenable galactosidase alpha gene variant based on in vitro assay data; gene therapies for Fabry and Pompe diseases, as well as for various types of Batten diseases; enzyme replacement therapies for Pompe diseases; and CDKL5 deficiency disorder product candidates. The company also has additional gene therapies in active preclinical development, including gene therapies for mucopolysaccharidosis type IIIB, as well as a next generation program in mucopolysaccharidosis type IIIA. The company has collaboration and license agreements with Nationwide Children's Hospital; University of Pennsylvania; and GlaxoSmithKline. Amicus Therapeutics, Inc. was incorporated in 2002 and is headquartered in Philadelphia, Pennsylvania.

Positives for FOLD:

1. Cantor Fitzgerald set price target to $17.

2. 37 Hedge Funds own FOLD.

3. EPS growth for this and next years are 28% and 53%.

4. a high 14% short interest.

5. Just come off a 1 year low after a 65% drop from December high last year. 






生物制药公司Ardelyx,Inc.(ARDX 8.96)在美国和国际上开发和销售用于治疗肾脏和心肾疾病的药物。该公司的主要候选产品为tenapanor,该药物已经完成了对便秘性肠易激综合征患者的3期临床试验,以及对终末期肾脏病透析患者进行高磷酸盐血症治疗的3期临床试验。它还开发了RDX013,这是一种小分子钾促分泌剂计划,目前处于2期临床试验中,用于治疗高钾血症患者; RDX020,一种用于治疗代谢性酸中毒的小分子程序。该公司的前身为Nteryx,Inc.,并于2008年6月更名为Ardelyx,Inc.。Ardelyx,Inc.成立于2007年,总部位于加利福尼亚州弗里蒙特。

ARDX的好处:

1.来自日本合作伙伴的500万美元里程碑付款被触发,用于启动ARDX的主要药物Tenapanor的第三阶段测试。

2. FDA将于2021年4月29日宣布是否在美国批准Tenapanor。

3. 21家对冲基金拥有ARDX股票。

4.今明两年的每股收益增长分别为28%和48%。

5. Wedbush分析师给予“买入”评级,目标价为14美元。

6.价格突破了12个月的区间,上涨势头强劲。






生物技术公司Amicus Therapeutics,Inc.(FOLD 10.13)是一家致力于为患有罕见代谢疾病的人们发现,开发和提供药物的公司。它的商业产品和候选产品包括Galafold,这是一种口服精密药物,用于治疗已确诊Fabry病的成年人,并具有基于体外测定数据的合适的半乳糖苷酶α基因变体。法布里和庞贝氏病以及各种类型的巴滕疾病的基因疗法;庞贝病的酶替代疗法;和CDKL5缺乏症产品候选产品。该公司还在积极的临床前开发中提供了其他基因疗法,包括用于IIIB型粘多糖贮积病的基因疗法,以及用于IIIA型粘多糖贮积病的下一代计划。该公司与全国儿童医院有合作和许可协议;宾夕法尼亚大学;和葛兰素史克。 Amicus Therapeutics,Inc.成立于2002年,总部位于宾夕法尼亚州的费城。


FOLD 的好处:

1. 坎特·菲茨杰拉德(Cantor Fitzgerald)将目标股价定为17美元。

2. 37家对冲基金拥有FOLD股票。

3.今明两年的每股收益增长分别为28%和53%。

4.高14%的空头。

5.从去年12月的高点下跌了65%之后,刚从1年低点上来。











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