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Santarus, AŞ Message Board

  • siamesekitty711 siamesekitty711 Jun 3, 2013 3:08 PM Flag

    Nice presentation today

    tune in

    Sentiment: Strong Buy

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    • another excellent presentation by Proehl ..

      many upside ahead for SNTS..

      Rx for Uceris increasing.. over 2000 physicians have written Uceris at least once and with over 7500 GI docs that the reps call upon, there are still substantial room for growth.. quality of life of UC pts significantly improved with 5-6 BM/day from 12+ without Uceris.

      Uceris future indications includes peds UC and microscopic UC.. MUC is a large market, usually older females, dx on colonscopy biopsy, over 350,00 MUC pts who can be treated with Uceris for a long time.. huge upside here.

      Filing acceptance for Ruconest should hear by late 6/13 with PFUDA 4/14.. moving into PII for prophylaxis of HAE and acute pancreatitis.. over 200,000 annual hosp admission for AP, no current FDA products for AP, AP is the most expensive GI disease process.. huge upside here as noted in my previous post.

      Worldwide rights to SAN300, moving into PII for Rheumatoid Arthritis and Ulcerative Colitis in the 4th qt… huge upside for RA therapy.. looking for potential partnership worldwide for SAN300.

      Glumetza, SNTS largest product, PO QD, less than 1% of the metformin market thus growth potential ahead.

      Zegerid will continue to rise into 7/16 until patent expires.

      Cycloset big upside as its cardiac safety and should be added in mult cardiac risk pts…. solid HA1c control.. Patent until 2032..

      $100M in cash, profitable company, profit will continue to increase in 2014 and 2015.. Go SNTS!!!!

      Sentiment: Strong Buy

      • 1 Reply to neurodragon007
      • NICE!!!!!!!!!!!!! SUMMARY Dragon; I added a couple points and some more detail. Thanks a bunch.

        Proehl said they are very efficient with using the (I think) 230 reps to detail all the drugs SNTS sells. Helps them spend more time with docs instead of traveling.

        They also may invest in some more products through acquisition or licencing deal. They hired a new expert to scope this out.

        Proehl also said that Uceris is growing rapidly and may be harder for a generic to eventually copy after patent exp., because it has to be delivered to the entire colon. hard to copy the formulation and get delivery correct.

        Cycloset micronization process provides the new Cycloset composition in use now, which is covered by the new patent. He also mentioned Cycloset was recently added to a larger formulary and may be useful for cardiac risk patients.

        Ruconest may be huge for AP as those patients require up to 40 hospital days. Treating with drug would shorten hospital time, no currently available treatment.

        Sentiment: Strong Buy

    • different from the one on Thursday???

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