Note: Cubist Pharma announced a buyout of Adolor on 10/24/2011 - I will be posting my notes and comments about the transaction in the near future. But be advised that going forward, updates to this page with be limited.
August 2012 - notes on ADLR products from CBST conference call
August 2012 - notes on ADLR products from CBST conference call
Navigate the Revised and Updated ADLR Research Pages
- Introduction (valuation, financials, company outlook)
- Entereg (marketed hospital product used to accelerate GI function after bowel surgery)
- ADL5945 (phase 2 product candidate for opioid-induced constipation)
- Pipeline (details on earlier stage assets
Adolor (ADLR)Website link: www.adolor.com
Last update: 4q2010 results 2/23/11 - Click here for CC notes 3/7/11 Cowen conference - Click here for my notes 4/6/11 Needham webcast - click here for notes. 4/28/11 1q11 results cc - click here for notes. May 2011 ASCRS meeting presentations - click for details. 6/15/11 Entereg transaction cc - click here for my notes. 7/27/11 2q2011 results cc - click here for PR and my notes. 8/16/11 Wedbush webcast - click for my notes. 9/7/11 Blair webcast - click for my notes. 9/7/11 Stifel Nicolaus webcast - click for my notes. 9/12/11 Rodman and Renshaw webcast - click for my notes. 10/24/11 CBST buyout conference call - click for notes. |
"We are a biopharmaceutical company focused on the discovery, development and commercialization of novel prescription pain and pain−related products"
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Links
Guidance and Outlook
- 6/2011: In my opinion, this quote from CEO in 6/2011 has spurred the recent run-up on M&A speculation: "With full ownership of a key hospital product in ENTEREG and data just ahead from our Phase 2 program with ADL5945 for the treatment of opioid-induced constipation, we believe Adolor is well positioned to create compelling strategic value for our stockholders"
- 2010 10k: need partner or fundraise for OIC phase 3 program
- 2010 10k: 2011 preclinical spending will be much lower than in 2009 and 2010
- 7/2010: Restructuring resulted in 30% layoffs, down to 81 employees. 2010 10K; ye2010 had 75 employees
- 7/2010: 1h2010 Entereg net product sales were lower than expected at $11.5m, withdrew 2010 full-year guidance (will now be less than the $30m forecast)
- 3/2011: burning about $7m per quarter. 1q11 10q: cash sufficient through mid-2012
- 10/2010: 3q2010 net product sales $6.5m (9 months = $18.1m), company is giving much less detail about sales metrics growth than in previous quarters. 2/2011: 4q2010 sales were $7.3m and full-year $25.4m (no 2011 guidance given)
- Company has stated goal of advancing two compounds simultaneously for a given indication to reduce risk and costs (though this didn't help the delta agonist pain program...see below)
- Click here and here to read two Feb 2011 pieces on ADLR published at Seeking Alpha - note that I do not agree with all of the conclusions of the author