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Auriga Maintains a 'Buy' on DepoMed (DEPO); Janumet XR Launch should boost Royalty Income in 2012

February 6, 2012 10:28 AM EST
DEPO Hot Sheet
Rating Summary:
    5 Buy, 0 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 19 | Down: 18 | New: 27
Auriga maintains a 'Buy' on DepoMed Inc (NASDAQ: DEPO) price target raised from $7 to $8.

Auriga analyst said, "Janumet XR could bring annual royalty income in the range of $10-$20 million in a three to five year time frame. This would translate to a $0.20-$0.40 increase in EPS. We modeled a modest $2.5 million in royalty income associated with Janumet XR in 2012 and $8 million in 2013. With the additional royalty income, we are increasingly more confident that Depomed is likely to become EPS positive in 2013 on a sustainable basis. In addition, Gralise continues to show satisfactory launch performance. We believe it is likely to hit our forecast of 1,800 prescriptions during the last week of March. Royalty income from Janumet XR could reach $10-$20 million during peak year. Merck announced on February 2, 2012 that the U.S. Food and Drug Administration (FDA) approved Janumet XR, or sitagliptin and metformin hydrochloride extended-release, tablets, a new treatment for type II diabetes that combines sitagliptin with extended-release metformin. Sitagliptin is the active component of Januvia."

For an analyst ratings summary and ratings history on DepoMed Inc click here. For more ratings news on DepoMed Inc click here.

Shares of DepoMed Inc closed at $6.70 yesterday, with a 52 week range of $4.20-$10.40.


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