Just listened to the re-broadcast. I didn't hear much that was new. King said U.S. approval should be at the end of Q3 2014. Interestingly, he said that even if they price Zalviso at the low end of their pricing spectrum($150/2 days usage), they would still be able to get "margins in excess of 90% within the 1st year of commercialization." Also, still waiting for the ex-U.S. partnership to "embellish" their cash position, which currently sits at $85M.
Thanks for update, planning on listening this weekend. 90% margins in year one explains how they determined they will be at break even 6 months into the 2015. I hope they are right on everything they are projecting, this will be a very, very nice stock return in a few years.
They've stated that they will file NDA in the 3Q of this year, and it shouldn't take more than about 6 months for FDA to process that, so where do you get the "2nd half of NEXT year" for a catalyst? I suspect there will be partnership news WAY before that! I suspect before the end of THIS year! They've already got the manufacturing agmts in place ...