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Re: Investor100 post# 4957

Tuesday, 01/21/2014 8:21:50 PM

Tuesday, January 21, 2014 8:21:50 PM

Post# of 6805
DARA @ Stockcharts

Churning in the 70's with 1M+ shares traded..awaiting next month updates.

Orphan Drug Status Potentially Huge For DARA Bio
Conclusion

http://seekingalpha.com/article/1035401-orphan-drug-status-potentially-huge-for-dara-bio
In the past we've written that we are Bullish on DARA Bio. KRN5500 is mostly an afterthought in our investment thesis that centers around the company's core commercial assets in Soltamox, Gelclair, and Bionect. Orphan Drug status for KRN5500 changes things - it creates enormous upside coming from the pipeline, as well as partnerships.

DARA's specialty oncology commercial story with a path to profitability and cheap valuation has peaked our interest. At today's price, investors are getting KRN5500 for free. If the FDA grants Orphan Drug status for KRN5500 and the company can secure a partner for phase 2b, this free pipeline asset, largely ignored by investors, could be worth multiples of the company's current market valuation.