Sarge, some excellent thoughts and comments regarding CHMP & Nuedexta EU:
Last month, we had a delay that wasn't expected from the CHMP. I'm wondering why. Maybe the company stepped up for us. Maybe the EU medical authorities were leaning toward a liimited label, and perhaps the company said, 'give us another month. We'll give you some data we think is compelling.' I have no way of verifying this, but this may be the reason for the delay. Yes, we faithful longs had to stew for another month, but it was well worth the wait.
What's next? With approval in hand, Avanir is in a position to negotiation from a position of strength. That's what you hope for, but how often does it happen? Could it be that our management, which is maligned daily by the vertically challenged around here, has orchestrated this well?
If they have, we could be in for some fun in the months to come. All of the analysts covering Avanir have specifically excluded EU revenues in their projections. Now they'll have to adjust their figures, upward. It will take a bit of time, but the upgrades are coming.
What else? Partnership? I'd take that. But it's gonna cost any prospective partner.
The groundwork is in place. I know this report is music heavy, but hey--I'm a musician. Right now, I just feel like singing. Here's a great one from Gordon Sumner:
In closing, I'll dredge up an old inspriational. We who have toiled here for longer than makes sense, are closer to vindication than ever. Feeling strong now...
We'll have numbers next week. For now, the world is a little more full of music than usual.