H.C. Wainwright analyst Corey Davis is more confident in BioDelivery Sciences' (BDSI) ability to grow Belbuca after the FDA requested that Endo (ENDP) remove tamper resistant Opana ER from the market due to abuse-related public health concerns. The market, with the help of regulators, will move toward inherently less abused and safer alternatives, Davis tells investors in a research note. He believes BioDelivery's Belbuca is well positioned in the market to address that need. The analyst is more confident that Belbuca can grow from the current $23M run-rate towards his greater than $120M 2023 estimate. Davis keeps a Buy rating on the shares with a $4 price target.