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Antares Pharma Inc. Message Board

  • whogo70 whogo70 Jun 28, 2013 8:57 AM Flag

    Adam did a superficial job on ATRS.

    He never mentions that a lot of people can't take oral MTX due to the side effects. Taking MTX by IM or SQ reduces the side effect profile & delays the conversion to more expensive biologics. "Despite its advantages, injectable methrotrexate is rarely prescribed, mainly because it requires a weekly visit to the doctor's office. " The reason its never prescribed is because you have to go to a doctor for a IM injection.

    There's plenty of trial data showing the advantages of SQ vs oral that ATRS can use when promoting the drug. Please look at the ATRS investor presentation for a few of the studies.

    "Insurance companies could be slow to accept Otrexup because it will cost more than generic methotrexate, even if biologic therapy is delayed." What is he talking about that insurance companies may not be interested in a cheaper product. Otrexup saves money who cares if generic MTX is available?

    "And don't discount the opposition marketing that will rain down on Antares from Abbvie, Amgen and Johnson & Johnson if they feel like their blockbuster biologics are being threatened." This is exactly what ATRS wants. ATRS drug beats these guys on price & there's no efficacy advantages with biologics.

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    • Not a bad Feuerfacts rebuttal Whogo, not bad at all!

      He actually might be doing us a favor though. I've been posting technical thoughts back and forth with Ryman and the gist of it is that I just know there are heavy hitters lurking down around the (200DMA/3.78) double support area that by now are getting "pretty flustered" waiting for their chance to buy on that dip.

      The way I figure it, overhead resistance @4.20-4.30 is a very tough nut to crack and we can probably accomplish it when those guys get what they want. The bottom line is that AF "couldn't" do a typical hatchet job on the stock because the cred of his analysis would be dismissed totally. So it's still the same story IMO, the buy on the dip crowd in hiding will sooner or later have to make a decision to raise the bid to the rising 50 signaling that the towel is thrown in for the 200. In any event, we need them!

      The article does have the appearance of a helping hand for those anxious to acquire on the dip "that just ain't happening",,,,,,,,,,,,,,so far anyway!

      Have a great one everybody!


    • I personally think that Adam did an ok job considering that he is Adam. What I mean by that is that the article did raise some negative points, but not nearly as many negative points as he would typically raise with other stocks. I agree with you that it did appear to be superficial.

      • 1 Reply to alex.maxwell21
      • I've been saying for months Otrexup is not a slam dunk like many on here presume. This point really brought this home " What's missing from these studies are data correlating higher blood levels of drug to better outcomes for patients. Antares has no efficacy data in rheumatoid arthritis comparing Otrexup to either oral or conventionally injected methotrexate. The company is assuming FDA will simply infer clinical efficacy of Otrexup from the precedent set by "regular" methotrexate.
        Now, Im long ATRS but there are some questions going into the FDA's decision. Another thing has ATRS started to compile a sales team? These points made by ADAM may be why.

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