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NuPathe AŞ Message Board

  • baxterjames120 baxterjames120 Jan 18, 2013 9:06 AM Flag

    8 million U. S, patient candidates

    Anido said an announcement about price of the product would be made closer to a sales launch of Zecuity. But he noted that an injected treatment, Zogenix’s (NASDAQ:ZGNX) Sumavel, for acute migraine headaches sells for $95 a dose and that NuPathe’s patch would be priced in that ballpark. Zecuity is a single-use patch.

    More than 30 million Americans suffer from migraines, Anido says. But only about 16 million are diagnosed and treated, he says. About half of those diagnosed treatments would be prime targets for Zecuity prescriptions, Anido estimates.

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    • Goldman Sachs Sigma X already signaled $5. Watch it end up there in the days and weeks ahead.

      CEO has arranged a private equity deal with their partner. PPS rumored at $5.00 with warrants exercisable in 2015. Goldman likely will try to buy 20 million shares and for a PPS in 2015 of 12.00 - 15.00 after several qtrs of global sales traction. GS stance is longer term on this because they forecast that their devices will supplant pills which new evidence shows destroys digestive system health and causes IBS (Irritable Bowel Syndrome).

      Watch for shakeout to gather as many retail shares as possible. Normal trading tactics as usual to get retail order flow.

      Just like CLWR and all the others whch once were $1 and change before rising 3-5-7 fold.

    • estimated $95/patch. Almost $800 million dollars. Now how many patches will a migraine sufferer use over the course of a year? Are we not talking sales in the billions of dollars for a $50 million company? Seems like this should be a 10-bagger. What am I missing here?

      • 1 Reply to baxterjames120
      • Of the 8 million candidates, let's say they get just 10% to use the patch, or 800,000 patients. Not an unreasonable amount. If they need the patch 3 times a year, again not unreasonable for severe migraines, that's 2.4 million units. Which at say 90.00 a unit is 216 million. With just a 50% margin that would be 108 million net profit. With 24 million shares thats 4.5 profit per share.

        Not bad.. and these are VERY low estimates.

        Sentiment: Strong Buy