Latest Thoughts on APVO and AFI

As a follow up to my last post, I wanted to share my latest thoughts on APVO and AFI. Aptevo Therapeutics (APVO) APVO has been on quite a roller coaster. I originally recommended the stock in September 2016 at $2.79 after it had declined ~35% from its opening price. Check out my original write up [...]

By |2018-04-27T18:56:58-04:00April 23rd, 2018|Categories: Stock Write-ups|Tags: |0 Comments

Aptevo – Additional Thoughts

For the full investment case on APVO, please refer to my original write-up: https://stockspinoffinvesting.com/aptevo-therapeutics-an-orphaned-spinoff/ In this post, I wanted to share a few thoughts on APVO's current portfolio of commercial products and then its pipeline. Current Commercial Products I view the current portfolio of approved products in two buckets. Bucket 1: the legacy products. Bucket 2: [...]

By |2018-04-28T11:33:27-04:00November 13th, 2016|Categories: Stock Write-ups|Tags: |2 Comments

Aptevo Therapeutics: An Orphaned Spinoff

Aptevo (APVO) is a recent spinoff from Emergent Biosolutions (EBS), an underfollowed biodefense company. For reasons described below, Aptevo was sold indiscriminately and is currently trading well below any reasonable estimate of fair value. Reason for the Spinoff EBS is a specialty pharmaceutical company that is focused on creating biodefense drugs for civilian and military [...]

By |2018-04-28T11:33:55-04:00September 26th, 2016|Categories: Stock Write-ups|Tags: |3 Comments
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