I see Rymankoly (the real one) posted a joke which was cute -
and I am delighted to report his is alive and very well.
As for me - I too am OK.
As regards ATRS - I am very OK with that also.
Some thought the numbers were light- others thought they were
on target. Most don't care. I would, or course have liked them to
be better, but I too really don't care at this point....
We have a base of good revenue to help support what could be a
very dramatic and positive future for Antares.
I have posted before that conservative estimates for Otrexup are
between $100 and $200 million. The company stated some time ago
that gross profits would run between 85 and 90% so I see a net
profit from Otrexup of from $35- to $70 million - which translates
into 28 to 56 cents a share and with a 20 X Price to Earnings multiple
that is value per share of from $5.60 to $14 from Otrexup alone.
AND many think the $100 - $200 million is conservative.
MANY think we could deserve a multiple higher than 20 X..
AND that is only for RA indications and that is only domestically.
SUB-Q Testosterone could, and should, dwarf those numbers.
QSM has been announced to be in the field of Neurology and that is
one of the hottest areas of medicine today.
ATRS management announced during the conference call that they are
close to identifying another "in house" candidate - their fourth - on top
of an already packed and wonderful pipeline.
We should get more on the Pfizer (and I am hearing more and more
people are exited about this) - we should receive approval for Tev-Tropin
10 mg. any time now.
Gelnique sales were disappointing - but I have a friend who just attended
the large urology conference in San Diego and he said there was a very
significant amount of time pushing a treatment for OAB where they inject
about 20+ doses of Botox - directly into the bladder - after filling it with
saline. Side effects (among others) are urinary tract infections and the
need for Gelnique should become a Slam- Dunk)..
We have a "Tiger by the Tail" and some, to their peril, just fail to see it.
Some won't buy our stock - some sold and some sold it short (and where are
their minds ?) - But they are not my concerns - I am my concern (and many
friends who are invested in ATRS).
We will prosper mightily and beginning soon.
I look very forward to the Bank of America conference - It is a biggie and
should help to kick start the stock.