Re: Farmas USA
ATRA
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ATRA gets 4.17 stars
First Recommended on March 12, 2018 @ $45.45
The new CEO just took over for July 1st. He has a very strong resume. The stock has been in sheer panic mode over the CEO change, and the delay in Tab-cel data. I think it has become one of the cheapest companies in the market. I still hold it as one of my 2 largest positions.
1. Management: 4.66 stars
- Clinical Development: 5 stars (1 breakthrough therapy drug)
- Manufacturing: N/A
- Financial Management: 4 stars (Not profitable yet)
- Commercial Sales: N/A
- Good Communications: 5 stars
2. Science: 5 stars (1 breakthrough therapy drug)
Atara has breakthrough therapy designation for EBV+PTLD for Tab-cel. They have a platform of T-cell therapies targeting the viruses that cause cancer. This includes EBV, HPV, CMV and JCV. They also just announced a deal to get into CAR-T in partnership with MSK and Moffitt. They now have a very nice early stage allogeneic CAR-T program. Their most recent addition is a early stage Mesothelian CAR-T that had very strong data at ASCO.
3. Potential: 5 stars (+1550% over 10 years = 155% annual)
Atara tab-cel - $250 million
ATA-190 - $250 million
ATA-188 - $250 million
Mesothelian - $1 billion
Total Peak Sales = $1.75 billion * 8 P/S = $14 billion Market Cap peak
4. Financials: 3 stars (Not Profitable Yet, Needs Secondary)
Cash = $237 million
Cash Burn = $66 million per quarter
Less than 2 years cash
5. Risks: 3.2 stars
-Diversified Pipeline: 5 stars (2 full franchises now)
-Stage of Development: 3 stars (Phase 3)
-Commercial: N/A
-Secondaries: 3 stars (Less than 2 years cash, Needs Secondary)
-Clinical Failures: 5 stars (No failures yet)
Total Ranking: 4.172 stars
