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Egalet Corporation (EGLT)

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Last Post: 6/14/2018 3:42:18 PM - Followers: 49 - Board type: Free - Posts Today: 0

Egalet Corporation
460 East Swedesford Road
Suite 1050
Wayne, PA 19087
United States - Map
Phone: 610-833-4200
Website: http://www.egalet.com

Egalet Corporation, a specialty pharmaceutical company, is engaged in developing planning to commercialize proprietary, abuse-deterrent pharmaceutical products for the treatment of pain and other indications. It develops various clinical-stage opioid-based product candidates through its technology platform in tablet form that are specifically designed to deter abuse by physical and chemical manipulation while also providing tailored release of the active pharmaceutical ingredient. The company’s product candidates include Egalet-001 and Egalet-002 that are abuse-deterrent, extended-release, oral formulations for the treatment of moderate and severe pain. It is also developing a portfolio of preclinical abuse-deterrent product candidates for the treatment of pain and other conditions. The company was founded in 2010 and is headquartered Wayne, Pennsylvania.

Arymo ER sales gross revenue increased from $1.1M per 4Q17 to over $1M per month with trajectory to $1M per week within 2018.

Arymo ER Trx

Share Structure and latest Investments

Highbridge and Broadfin participated in latest debt to equity swap, i.e. moved into equity class @ $1.33 per share.
Earlier many participated in the $1.80 per share offering.
Share Structure

Enterprise Value (EV), using $99M total debt, $91M cash and 75M OS (fully diluted): 
- $61M EV at 70c and  
- $108M EV @ $1.33

EV-2 using $160M total liabilities, $91M cash and 75M OS (fully diluted):
- $122M EV at 70c and
- $169M EV @ $1.33


EV-3 using $99M total debt, $91M cash and 47M OS (current):
- $41M EV at 70c and
- $71M EV @ $1.33

In comparison, COLL EV is around $720M now.
Conservatively chosing the middle fully diluted EV-2 (and total liabilities) of $421M for fair value:
$421M EV - $160M + $91M = $352M mcap -> $4.69/sh

Recent Status / Catalysts 
- Arymo ER Sales Increase 
- Completion of Debt Swap @ around $1.33/sh, fixing $50M mcap listing deficiency, removes going concern note 
- Removal of the Debt Covenant triggered the going concern note (PR 3/23) 
- $6B opioid crisis budget omnibus bill signed 3/23 instead of $2.8B 
- $1 SP Listing Extension if required, RS as last resort (PR 3/23) 
- 002 and Guardian Partnership / Sales - Extended Arymo ER Label in Oct '18 
- Lawsuit Settlement (Arymo ER Extended Label Dispute)

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EGLT
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EGLT News: Statement of Changes in Beneficial Ownership (4) 06/15/2018 05:34:39 PM
EGLT News: Statement of Changes in Beneficial Ownership (4) 06/15/2018 05:34:12 PM
EGLT News: Statement of Changes in Beneficial Ownership (4) 06/15/2018 05:33:44 PM
EGLT News: Statement of Changes in Beneficial Ownership (4) 06/15/2018 05:33:15 PM
EGLT News: Statement of Changes in Beneficial Ownership (4) 06/15/2018 05:33:15 PM
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#543   Pulled back some since its move toward .53 THREE-DAY-TRADER 06/14/18 03:42:18 PM
#542   Yep, $EGLT showing nice break out signs today THREE-DAY-TRADER 06/12/18 03:56:44 PM
#541   spiking over .50 realfast95 06/12/18 02:39:04 PM
#540   back in at .453 on this news of realfast95 06/07/18 01:56:36 PM
#539   ringao- between a rock and a hard place finesand 06/02/18 09:27:08 AM
#538   SO what do you guys think where we ringao 06/01/18 09:08:38 AM
#537   Sold out .49. When a stock breaks .50 Global Supermodel 05/22/18 09:41:23 AM
#536   5/23 Delisting Determination coming up finesand 05/21/18 07:14:44 PM
#535   Back in .4848 Global Supermodel 05/21/18 03:57:16 PM
#534   Asset Value Play? Thoughts .. finesand 05/17/18 08:16:01 AM
#533   Difficult to call for sure. tonyjh 05/10/18 03:11:30 PM
#532   the drama continues .. finesand 05/10/18 01:42:25 PM
#531   In with Flynn glad I stayed around back LRDUNC 05/01/18 10:35:11 PM
#530   Current Gameplay Drama finesand 04/27/18 09:21:48 PM
#529   "Ouch".. Flynn and company just bought 3,239,237 LRDUNC 03/27/18 09:47:55 PM
#528   Agree, even today, folks that can't see through ringao 03/26/18 08:47:00 PM
#527   I think you may be very correct. On nofortunateson2 03/26/18 04:01:25 PM
#526   This is setting up for a major short ringao 03/26/18 07:41:47 AM
#525   all positive company's 3/23 interview, finesand 03/24/18 02:50:41 PM
#524   Going Concern & Status Update finesand 03/24/18 02:13:08 PM
#523   doubled my position today, gltals ringao 03/23/18 04:20:04 PM
#522   lrdunc, Disturbing but true, snupoled 03/23/18 01:47:05 PM
#521   While this is just my opinion.... LRDUNC 03/23/18 08:58:11 AM
#520   typo''s, apologies "Interested in your opinion on my ringao 03/22/18 06:52:51 AM
#519   Surprised we haven't traded higher. Interested in you ringao 03/22/18 06:50:31 AM
#518   Thanks Golden_Cross for all of your post. LRDUNC 03/19/18 06:08:45 PM
#517   Guess everyone missed the spike Geeque94 03/19/18 04:45:07 PM
#516   EGLT management, take lessons from OPNT, unless you MrLucky 03/19/18 03:49:42 PM
#515   EGLT cheat sheet Golden_Cross 03/12/18 10:30:44 PM
#514   Money flow spiking Golden_Cross 03/12/18 10:30:19 PM
#513   RSI breaking up into bullish territory Golden_Cross 03/12/18 10:29:40 PM
#512   Chart looking good: Golden_Cross 03/12/18 10:28:40 PM
#511   * * $EGLT Video Chart 03-12-18 * * ClayTrader 03/12/18 04:18:26 PM
#510   Listened to the broadcast 2x and may listen wimike 03/12/18 03:39:19 PM
#509   Great ER: 420% gross margin 4Q17. finesand 03/12/18 11:25:58 AM
#508   Thanks for that info. To me, it MrLucky 03/09/18 06:29:17 PM
#507   Monday's Pre-Market ER will conclude the story. finesand 03/09/18 03:13:35 PM
#506   Yesterday's Granted Bonus finesand 03/09/18 03:06:52 PM
#505   Share Structure and latest Investments finesand 03/09/18 12:53:13 PM
#504   Some Stats / Initial Post finesand 03/09/18 12:49:34 PM
#503   And of course not. MrLucky 03/01/18 09:40:11 AM
#502   Up pre-market, we'll see if it can keep MrLucky 03/01/18 09:11:01 AM
#501   Like the pipe they have good image for akamaii 03/01/18 05:00:00 AM
#500   More good news gone to waste today. MrLucky 02/28/18 09:40:55 AM
#499   EGLT appears to be trying to hit every MrLucky 02/27/18 11:50:23 AM
#498   Maybe they are working some kind of deal MrLucky 02/24/18 10:48:04 AM
#497   SEC filing today after the close. Interesting. Wouldn't wimike 02/23/18 10:12:05 PM
#496   EGLT's management is redefining "stuck on stupid". MrLucky 02/23/18 12:12:54 PM
#495   Would rather see management pull their heads out MrLucky 02/22/18 02:53:31 PM
#494   Then short it. Global Supermodel 02/22/18 02:50:03 PM
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