Thank you for your complimentary post.
One of the reasons I rarely post here these days is the amount of trash that is
written and I am having great difficulty keeping track of who are the good guys and
who are the bad ones - and worst of all the imposters.
I seem to remember AFFIRMED as an alright guy - and, if so, with him posting that
"ATRS does nothing but lose money and is Worthless" I can sense his frustration.
I have often compared ATRS (most all of small biotech) to a real estate development
project. First is an idea, then a feasibility study, site selection, plans and permitting,
construction, etc. No money is earned until the first unit is sold or rented - but at each
step is added - the project gets more valuable.
There is not a daily value place on the project (as is with a stock) but the investors can
see the progress - and if the progress is good, and the setbacks minor, - they are pleased
with the investment.
ATRS has gotten more valuable than it has ever been -
Our share price is (I think awful) - but share price is not necessarily a measure of value,
rather a perception of value - and given that there are so often MISPERCEPTIONS (and that is
what is cursed when it is happening, but is the opportunity for investors to see thru the share
price to the real value of the company) I am not now worried that the stock is greatly under
performing. It is so rare - that it almost never happens - that share price does not - sooner
or later - reflect the value of the assets - and I think ATRS' assets are worth far more than
today's share price.
I do worry about several things that could make or break the investment in ATRS.
First I worry about obtaining an AB rating for our / TEAV EpiPen. I think the odds are very greatly
in our favor - but the FDA sometimes does the unexpected - and I will breath a lot easier when
approval is "in the bag".
I worry about QST and how the FDA will view the safety of Testosterone - but a recent FDA meeting
with an oral maker of Testosterone indicated that the FDA is not overly concerned with safety and
did not required this particular company to perform any extra clinical work around safety issues.
I think our delivery is the very best - IM is very painful and there are peaks and troughs so levels
bounce around and that is not a good thing for the patient - Gel roll on's are clumsy and there are
transference problems and I think the Gel roll on's are losing market share and will continue to do
so from now on. The oral is a twice daily pill that must be taken with a very high fat content meal
and that, in itself, is unhealthy and defeating the objective that many testosterone users want and
need, Plus with a twice a day there are compliance issues.
ATRS has an almost totally painless - once weekly injection - that has shown, to date, to keep
testosterone levels steady and very will within the desired range.
The only problem I have with ATRS' Testosterone is the length of time it will take to get to a
product launch - But I believe the company will sometime reasonably soon license QST to a large
drug company for sales to primary care and the up-front of this can be millions of dollars to ATRS
and relieve the time pressures to monetize the asset of QST - and then many millions will be
earned by ATRS selling QST to the urology market.
I think Otrexup is on track to do very well and I think we will get - at a minimum a standoff in the
Medac litigation and that will relieves a cost and distraction and some minor uncertainly and cause
our share price to climb.
I think other assets will be rewarding - from small to quite reasonable - I think will have a new TEVA
deal or two, I think we will soon get results on several on-going projects - and I am very comfortable
with where we are.
FINALLY - I OWN A GREAT MANY ATRS SHARES -
"AND IT SHOULD BE NOTED I DON'T LIKE THE STOCK BECAUSE I OWN IT - I OWN IT BECAUSE
I LIKE IT "
Sentiment: Strong Buy
Good post tappy,always happy to hear your insight and foresight into the company,keep up the good insight into the future of ATRS and it`s products.. AFFIRMED POST" A company that does nothing but lose money is worthless" the only thing that is worthless are his POSTS!!
Sentiment: Strong Buy
You would soil your diapers! I couldn't resist since you act like such a big baby.
and you are pretty clucked up! Honestly, I don't feel sorry for you, being as you're just a message board pest. Maybe you are a good neighbor to someone (I hopeful so for your sake), but you stink as a message board neighbor.
The four publicized Teva/Antares programs are barely scratching the surface of what's happening behind the scenes between those two companies. It's still a mystery to me how they can keep some of those drug/device programs non-material news. Simply, the strategic value of Antares to Teva goes way, way beyond the four programs in Antares pipeline. Those four barely scratch the surface. Teva is not the only Pharma the has an interst in Antares. Antares injectors can push biologics - they handle the volumes needed and do so with speed - due to their injector (and other) technology and patents. They can do this SQ with needles or needle free. It's only a matter of time before a biologic partner is announced. I have about a 95% conviction for who it is. This is going to get interesting for Antares.
In February Pfizer agreed to buy Hospira (HSP). PFE indicated that they projected they could save 800 million annually in costs by owning Hsp. Hospira has a pipeline of biosimilars and portfolio of injectable drugs, providing medication delivery systems. I think this is a similar situation for Teva, if they were to buy ATRS they would save considerably based upon the 4 pending partnered products. I would not expect a buyout until some or all of these products are up and running (Sumatriptan, EPI Pen, Pen #1 and Pen #2) Just my opinion
Sentiment: Strong Buy
Did I miss the answer to the question what "Sambarabian" is?
Google search gives: "Dance style: Sambarabic", a sort of belly dancing.
Is it an intellectual challenge to find the connection between investment in ATRS and belly dancing?
I guess we will get an answer to the puzzle in the next communique to the troops in just 2 weeks.
Folks, mark your calendar for April 10 (+/- one day) for the next release. Usually the title is shockingly different, but don't be misguided, the content will be absolutely identical.
Teva actually has about $15B in debt capacity they could use ($10B is low). They also have about $4B in treasury stock. I highly doubt Teva will go after Mylan. I doubt they'd be allowed to do buy them due to monopoly concerns. Even if they would, no chance would they make a play on them until after they launched AB Epi and let some of the financial fallout affect Mylan. Mylan could lose upwards of 10% of their top line and a large chunk of their profits - the only reason their stock spiked recently was buyout speculation. Once that dies down the stock price in all likelihood will take a hit. Regarding Antares, it would be a non-accretive, though very strategic acquisition for Teva.
$10B for ATRS would be awesome. It's not in the article because it's well kept secret.
"Executives at Teva Pharmaceutical Industries Ltd., the world’s biggest generic drugmaker, keep dropping hints that they’re ready to make a large acquisition. "
"Teva has over $10 billion in debt capacity to spend on acquisitions and could go after Mylan Inc., which agreed to buy Abbott Laboratories’ generic drug unit last year, or St. Louis, Missouri-based Mallinckrodt Plc, according to a March 17 JPMorgan Chase & Co. report. "
Can't believe they didn't mention ATRS in the article.
Arnold was sentenced to three months in prison at Federal Correctional Institution, Morgantown in West Virginia for his role in the BALCO incident.
I don't trade. Trading is for guys that think they're smarter than they really are. I invest. Unfortunately this was my worst investment. But if I get called away on my remaining position I'll have recouped a nice chunk and be happy to move on to greener pastures.
I think sales in the first quarter will be larger than most are expecting. I have done a lot of thinking about this. Teva will want to have many months supply of injectors on hand to be prepared for initial launch (June 22, 2015). Teva will also be preparing themselves for the potential of an AB rated product which will also add considerably to their need for more injectors on hand. We don't yet know the price per injector but we do know that 1st quarter injector sales will easily be in the millions. Teva is an experienced company that will likely pull of this launch without a hitch. Antares will get great name recognition and could easily benefit from other partnerships simply from having a successful product and launch with Teva. I anticipate the stock price to begin to rise as this sizeable catalyst event fast approaches.
Sentiment: Strong Buy
you should have put up all of them for sale at 2,50 covered calls for March, I'm sad to hear that you are still stuck with some at 2,58. It must be difficult for you.
And your point is what???? Please tell inform this board that you do not hold any shares in this company! And tappy, for goodness sake, stop hurting others financially, like rearviewforecaster who was previously "swayed" by your lofty predictions. This is the only publicly traded company on any exchange that operates and loses money (insert + 2000 other companys) that does that!
geez, what a night for stupid posts!