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DanWebzster

04/10/18 7:02 PM

#96 RE: DanWebzster #95

ATRS 9/29/18 is the PDUFA date for its subcutaneous testosterone treatment

Royalty revenues from AMAG's auto-injectable Makena should increase for mush of 2018.

Otrexup and their auto-injectable migraine treatment continue to grow

ANDAs for 3 TEVA-partnered generics have been submitted including an Epipen product that is a potential $500mn-plus opty.

In their latest reported Q, net loss fell to $3.7mn with cash equaling $31.6mn

* consider a run-up strategy after June earnings release.

DanWebzster

08/14/18 12:07 PM

#299 RE: DanWebzster #95

BDSI has benefited from the growing awareness of the Sackler Opioid Crisis

Q1/18 YoY growth = 19%

Belbuca is their highest growth product. It is a Schedule III opioid that doctors now find more acceptable to prescribe than Schedule II opioids

BDSI is still burning cash; but, the runway could extend thru 2020.