IPOBoutique Brief – 1.21.2015: The Box Debate

There is just one IPO on the schedule this week, Box, Inc. (NYSE: BOX) and it has at least one endorsement—one from CNBC’s Mad Money host Jim Cramer.

“I bet a big thaw could be coming later this week in the form of a new offering that could get people very excited about IPOs again,” said Cramer. “

Cramer went on to say that investors “should call their brokers” and try to get in on the deal at any price at or below $18 a share.

Here’s Cramer talking about the IPO:

But not everyone is on backing up the truck for the Box IPO.  The CEO of cloud company NetSuite, Zach Nelson, thinks investors may be wary because they are still trying to gauge the true valuation of ‘SAAS’ (software as a service) models.

“Investors have to get into a deep analysis of what market Box is going after. How big are those markets and how big can they become?” Nelson told Business Insider. “I think that’s what’s really straining their investment decisions today — not, ‘Is the SaaS model for real?'”

Senior managing partner of IPO Boutique Scott Sweet has provided color and analysis to clients. You can get a one-week snapshot of our research, ratings and advisories at this page. It would be an excellent time to sign up as not only is Box coming this week, but there are 11 deals on the schedule for next week.

Zosano Pharma date set

The lead underwriter on the Zosano Pharma (Nasdaq: ZSAN) deal has firmed up its pricing date. ‘ZSAN’ is set to price on Tuesday, January 27 in anticipation of a Wednesday (1/28) debut. Ladenburg Thalman and Roth are running the deal and offering 3 million shares at a $10-$12 range. Zosano Pharma tried to go public in August but had to postpone its debut.