Category: Adolor

CBST: recent financial, product and pipeline highlights from Cubist Pharma

5/30/2013

Highlights from Cubist Pharma CBST earnings call regarding various topics. Conference call excerpts via SeekingAlpha. Note some of these assets originate from the acquisition of Adolor ADLR.

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Cubist $CBST 2q-2012 earnings - Adolor $ADLR products take center stage

8/11/2012

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The two key products that Cubist $CBST acquired in their buyout of Adolor $ADLR got more attention from analysts on Cubist's recent 2q-2012 earnings call than they seemingly ever did when Adolor was an independent company.

Continue reading below, and find historical context and info here.

Also be sure to check out coverage of Cubist by Jason Chew at Chimera Research.

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Cubist Pharma $CBST acquisition of Adolor $ADLR webcast notes

11/12/2011

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On 10/24/2011 Cubist (click for archive of my blog posts re CBST) announced a buyout of Adolor (click for research page)
This deal surprised many people, but in hindsight it fits with the sort of assets that CBST has stated a desire to acquire. I still feel that the price was high, but congrats to ADLR longs. I won't really miss covering ADLR since the price action never seemed to line up with my interpretation of the fundamental progress and status of their programs.
Click here for ADLR form 8-k with certain details on deal and complete merger agreement (see my notes below).
Click here for the slides from the webcast.
See below for my extensive notes from the conference call:

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Adolor $ADLR quick notes from Rodman and Renshaw 9/12/11

9/20/2011

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See Upcoming Events page for full biotech webcast listings and links to my notes.
See ADLR page for more detailed stock research notes.
Presenter was CFO webster; same slide deck as several other recent conferences
ADLR is "tolerably well capitalized" [why every time do they express this low level of satisfaction with cash levels..even if, as I think is likely, they do plan to raise money for phase 3 trials, how does this help?]
We estimate the opioid induced constipation (OIC) market size at $2b annually, nothing approved yet
We've been working on patient-reported outcome measure for other correlary aspects of disease in addition to primary endpoint
Tolerability profile for ADL5945 is as clean as any mu opiod antagonist we have seen go thru phase 2
We hope for end of phase 2 meeting with FDA shortly, phase 3 trial would start first part of next year

Question and answer session:

During transition of Entereg from GSK, we don't anticipate any negative interuption in sales. Once a hospital/doctor starts using it, they really like it.
ADL5945 partnering? We have had a number of corporate discussions over last 1.5 years since phase 1 data.we are just getting into discussion stage after phase 2 data
Not sure if we are going to do an SPA. Two other phase 3 programs ongoing in space [presenter was asked didn't believe that competitors have SPAs in place]
NKTR-118: 5, 25, and 50 mg phase 2 doses. Moved 25 mg into phase 3 along w/ new 12.5mg. 30/30 patients had abdominal pain, 40% diarrhea/nausea/vomiting in their trial. Efficacy appears similar

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Adolor $ADLR notes from Stifel Nicolaus webcast 9/7/11

9/14/2011

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Adolor presented at the Stifel Nicolaus Healthcare conference on 9/7/11 - click here for full schedule of biotech webcast events and links to my notes.
Click here for detailed info on ADLR company, pipeline, partnerships.
See my notes from the webcast below:

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CBST: recent financial, product and pipeline highlights from Cubist Pharma

Cubist $CBST 2q-2012 earnings - Adolor $ADLR products take center stage

Cubist Pharma $CBST acquisition of Adolor $ADLR webcast notes

Adolor $ADLR quick notes from Rodman and Renshaw 9/12/11

Adolor $ADLR notes from Stifel Nicolaus webcast 9/7/11

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