BIODELIVERY SCIENCES (BDSI): Taking a break from cancer immunotherapy, BioDelivery Sciences (BDSI) is trading with a renewed volatility of late that has both traders and long term investors taking another look at the company's rejuvenated pipeline that was written off as all but dead for the duration of 2011.
The resolution of the REMS issue for the already-approved Onsolis and a new partnership with Endo Pharmaceuticals (ENDP) has had BDSI on fire during the opening weeks of 2012, and as the pipeline develops, the stock may be able to reach its previously-traded highs.
Especially if Onsolis sales can gain steam with the REMS settled.
BioDelivery's partner for ONSOLIS, Meda Pharmaceuticals, looks to have the REMS in place by the end of the first quarter of this year, at which point the product will succeed or fall on its own merits, and not due to variables outside of the company's control.
This company's big-name partners also have it on the watch list for a potential buyout. Big pharma is on the prowl these days for pipeline depth and new technologies. BioDelivery has both.
Expect volatility moving forward, as evidenced by Friday's six percent drop, but it sure looks like the worst days are behind this company.
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