Years of work, research and trials now all coming together . Many patients in AMPE trials say that the drug works and soon it will all be validated. In my opinion Current PPS does not reflect true value of company and what's about to unfold. Exciting times for AMPE long term holders .
"At least it's strong enough to have pharma interest."
According to company hype.Who here wasn't skeptical regarding the '3 commas' comment? Hyping the interest and hyping the numbers are glove in hand.
"Otherwise, they wouldn't bother. It's easy to work around weak IP."
Patent interpretation is not always clear, but they do have EU composition of matter granted and a number of DA-DKP use and formulation patents. At least it's strong enough to have pharma interest. Otherwise, they wouldn't bother. It's easy to work around weak IP.
"The nice thing they have is the 12yr patent protection," using ultra filtrate HA in the United States.
Other forms of treatment are not suspended, AMPE will NOT have a monopoly on OAK just protection from generic copies in the US.
Mostly rhetorical on my part. However, I always like checking for information that I may have missed or misinterpreted.
SC are still a few years away but do erode value, as does the recent success of Zilretta and weak balance sheet. If PIVOT is at least as successful as SPRING (assuming that is what the SPA states as minimum requirements) it seems likely AMPE will easily be at it old highs.
bill, I've been following FLXN in order to gauge a ballpark valuation for AMPE. Granted there are differences, but the price of FLXN is at a 76% discount to the $34 price target that was indicated a few weeks ago. Biotechs and pharma, as measured by IBB and XPH, have been severely lagging on the upside. What is Mr. Market telling us?
good point. FLXN will have NDA prep and PDUFA fees, but haven't followed the finances. They have some BIG major shareholders, even with Pfizer reducing their position.
Ampio will have almost have to dilute or take on debt, assuming that PIVOT even works. FLXN commands a greater value because of clinical success so comparing cash positions vs market value may not be the most appropriate measure.
They must be having real issues recruiting the last remaining patients. If enrollment fills by next week, we are looking at mid-June for earliest readout.
True, I believe AMPE's non-clinical trial burn rate was last indicated at LT $1MM per month, but my response to safetyman was regarding FLXN's cash position.
with all the different co's working on this and ampe in their do or die last breaths of life seems like odds are
against us - the real killer will be the stem cells and they're coming very soon - glta
fyi, I believe FLXN cash per share was ~$5.17, as of 12/31. $6.14 was the 9/30 number. Will they burn another buck a share this qtr.?
Flexion cash per share 6,14$, the share price is 7,6
Ampion cash per share ~ 0,2$ the share price is 2,07 (dilution can be any time)
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Interesting perspective. Love it... I'm not as bullish on the 20-30 but I certainly do hope you're right. My wife always says I'm wrong so it's very possible I guess :)...