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Immune Pharmaceuticals, Inc. Message Board

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  • larshansson18 larshansson18 Feb 15, 2009 5:14 AM Flag

    OPEN LETTER to EpiCept Managament

    I also have had some suggestions in my mail to the management about the information policy.

    You have the fully right to write what ever you want in the form you find proper. You may see your self as a paper / homepage or what ever on the net. It is of course possible that management might let you have an interview.

    As a sharholder in Epicept I can also see an entity that has no democratic base in your site.

    So please, send your request direct to the management, but do not use the form of an open letter. That is to bjuda in med armbågen, as we say in Swedish.

    Let's all hope for a transparant process concerning the FDA application. That's what it all melts down to. Let us also recognize the efforts that management perform, although we do not see it all in public.

    My strategic choise to invest in Epicept is based on fundamentals: Primary the european approval, now the bonus of the results from NP-1 (which was not my primary intention when I invested) and - of course the application process for Ceplene in the US. My opinion about "rest"-Epicept (Azixa, Epc 2407 e t c)is hesitating, not because of it's fundamental possibilities, but from my conservative way of investing:

    I do invest in Epicept because of the European approval and the coming value that this will give the company when it materializes the coming month. I also see that "rest"-Epicept is not given any value today. Surely this will be another story after the deal about Europe is public.

    I have stated it on the Swedish thread, and I say it here again: The best judgement for the management is if the patent father to Ceplene, Kristoffer Hellstrand, is prepaired to do a new journey together with the management concerning a new affair. Hellstrand, if anybody, have insight we do not have. Take that as an indication as anyone. If it suddenly pops up.

    Med vänliga hälsningar,

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    • <"My strategic choise to invest in Epicept is based on fundamentals... I also see that "rest"-Epicept is not given any value today".>

      What about EPCT's original pain products? ENDP's generic pain patch Lidoderm® (ENDP is the Lidopain® licensee) makes $700 million p.a. in the US market for PHN & off label use. Also DRRX is a Licensee of that patent. No value?
      What about the ASAP technology platform. No value?
      Time to learn a little bit on "fundamentals"

      <"Let us also recognize the efforts that management perform, although we do not see it all in public">.
      The only simple reason that shareholders do not see any public "performance information" is that the EPCT mgmt boys have no performance.

      • 2 Replies to topaz_pathfinder
      • Please, check the Genmab - Glaxo deal dec -06.

        Three things make men dull according to The holy book of the Ismaelits: Books, horses and women. Nothing about losses in the stock market. So cheerup mate!

      • My point is that other therapies than Ceplene are not given a value in todays share price. I assume a 30% royalty if the deal has a fresh money point. If it is more backwards the deal might be around 20-30% royalty and bigger amounts for the milestones to come from not yet achieved results. The upfront, same logic as above.

        What we see is a metamorpho...from stone to a living bird. I am in after july -08. You seems bitter. Nothing for a man in your age. Rise.

        My proposal is to give the 30% royalty minus the average losses the last 5 years (appr. 360-60=300 million SEK)a 5 times value of the 300 000 000 SEK. Seen as p/e-ratio you might see it in differentways depending on what dilution / share oprice you are setting up.

        So when I say 5 times cashflow or using my figures for calculating a p/e-ratio we have a climb of 3 times todays share price. To that I suggest that a value, when cashflow is supporting the Co, on "rest"-Epicept will, maybe move the share price some 10 SEK further. That is after releases from the different therapies.

        Epicept is a unique Co having so many advanced patents not yet diluted by any big Ph.

    • Hi (hej), Gruvgunnar!

      Nice to have a direct communication with you, I would as well love to have a chatt with you if you could think of sending me an email

      I am sorry that there is no way to communicate at the web site twoway-direction yet.

      It is a matter of time, and I think there will be a "comment" possibility later this week. It's a one man show so far, and I hope to get som help from other people.

      But as I said, Gruvgunnar, I have the greatest respect for your analytical writing about EpiCept and would be very pleased to have a way of direct communication with you.

      There are some information that I do not want to publish that maybe could be of interest for you.

      All the best,

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