Roth Capital analyst Scott Henry weighed in today with his views on BioDelivery Sciences International, Inc.(NASDAQ:BDSI), after the company announced a supply constraint for its opioid dependence product Bunavail.

Henry discussed two scenarios: (1) FDA approves the four batches in transition – “BDSI expects an FDA decision by next week at the latest. Under this scenario, supply would be back up and running during October. We would view the revenue and EPS impact under this scenario as minimal. We could envision modest script weakness and perhaps a ~$500K revenue hit to 4Q15.” (2) FDA does not approve four batches – “This would be a more negative scenario. BDSI would then have to wait for other inventory (already in progress) to make it through the supply line. BDSI anticipates that this alternative supply could be ready for shipment in November. This scenario would have a more notable prescription impact, and could negatively impact revenue by ~$1-$2 million in our opinion.”

The analyst reiterated a Buy rating on BioDelivery shares, with a price target of $14, which represents a potential upside of 133% from where the stock is currently trading.

According to, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Scott Henry has a total average return of 15.7% and a 46.1% success rate. Henry has a -12.3% average return when recommending BDSI, and is ranked #143 out of 3773 analysts.

All the 8 analysts polled by TipRanks rate Biodelivery Sciences International stock a Buy. With a return potential of 185.4%, the stock’s consensus target price stands at $17.13.