Augus, I agree. Did they already test it on rats? Any preclinical studies done at all? It sounds great, but you have to know it actually works. What is that going to take? How many more trials, ph1,2 or 3? That takes a lot of dollars. Of course they got the shelf, but they probably need a partner.
Level 2 shows a lot of shorting today on a low traded stock at a very low pps already. That seems a bit silly at these prices. Maybe a few cents on the downside is a good risk to them versus such a huge upside in the pps.
Sentiment: Strong Buy
None of us has any idea what their contract with IGXT states. They probably have a clause that covers this and a lawsuit or fee will be accessed if they go to another supplier. Just because they had a problem doesn't negate the contract w/o some litigation. IGXT has enough law suits to pay for.
RBP partnered drug delivery firm Monosol Rx to market the anti-abuse film, which is a similar size to a postage shape and dissolves through the lining of the mouth. It received US Food and Drug Administration (FDA) clearance in 2010 .
“We saw by March of last year that the film share had grown to 70% and the tablet business had come down to 15%,” said Shawn Thaxter, CEO of RBP yesterday (transcript here ). “We then withdrew the tablet at the same time that we experienced the launch of two generic competitors to the Suboxone tablet,” he continued, adding the Suboxone film showed a surprising levele of resilience.
Furthermore, last September the branded competitor Zubsolv made by Orexo entered the market but Thaxter said RBP “saw a relatively small impact in the first few months” though the company awaits an impact from a third generic tablet competitor, recently announced.
“So overall two years ago, we had a film share of 55%, tablet share of 30% to no generic. And two years since then, when all the uncertainty over the future of the business in the US was in question, we have actually grown our film share from 55% to 61%,” he said. “Not only have we grown it, but we’ve grown it in the context and presence of some pretty aggressive competition.”
ZZ you are spot on, but Forfivo is priced way to high and needs to be lower by at least 50% to make it competitive, that will increase sales, but not so sure it will still be very profitable to anyone. I will consider getting back in when the PPS is in the 30's, possibly low 40's.
Sentiment: Strong Sell
To save money they ought to just use Real as their PR guy. They need the saving at this point. What a joke Forfivo earnings down from last year, not increasing as Real has been spewing post after post. Nothing happening here for two months and PPS will go to high 30's now. Dead money for now.
I agree, bought a ton of shares last week & this week, myself between .385 to .40. It really is a gift. I think we will hear revenues have increased a bit this earnings call too. Good short term and a great long term trade is what we have here.
Sentiment: Strong Buy
What a bunch of complainers on this board. I believe revenues will continue to grow at a very nice rate and by next year the PPS will be over a buck and/or some one will buy this puppy out. They either need to partner AutoGel or sell out and I think this company would be very attractive at $1.50 to $2 a share, with maybe a kicker earnout based upon sales of another buck or so. Buying in at .39 is a gift, again.
Sentiment: Strong Buy
Again Real, no informative response , just bashing and name calling. You must be a student or very immature. I think others here no you have nothing to add to the conversation. Go away..
Again Real, you did not say one thing relating to my post. You never have any real responses other than bashing people that don't agree with you. I told you a while ago I sold out of ETRM, but just this week I bought back in 40+cents lower than my last position. How can you talk when this stock is down 58% all the while pumping it. ETRM will gain approval in the next 60 days, when will any good news come be announced here? Migraine is now scheduled for 2nd half on 2015. Shows what a lousy stock picker you are.
This guy says he increases his projections, but doesn't list it. He says manufacturing will add to profit, but doesn't mention the cost of building it. He gives the expense number from last qtr., but doesn't add the increase in rent or the improvements for the new and larger space. He never gives specifics only generalizations. He states that the Par drug which will be filed late 2015 will bring considerable profits, but states he doesn't know what the drug even is? He sounds and maybe is Real, of course Real has several #$%$ now to chose from and agree to with himself.
He is obviously clueless concerning the operations of a business, no less a highly sophisticated one.
Just when everyone is down on a stock for so long, you get a rally with any good news. I believe the earnings call will show continued improvement in sales of both products especially AutoGel. The upside for this product under the current rules is large, but if they are successful to get an increase from CMO revenues will be even greater. By the last quarter we should see a big difference and once the market sees the increases in revenues and the potential the PPS will rise exponentially. I began buying in this week and see a double or triple by year end. GLTA
Sentiment: Strong Buy
I am out of ETRM and waiting for a better entry point there as it will get approved and a lot more upside in the next several weeks than here. Nothing new here for months according to Horst's CC. Wait to you hear what Forfivo sales are, probably not much. That news will hit the PPS. Can't imagine horst has any good news by the earnings announcement.
World, just know that all that was mentioned including animal health has been projected for the last 5 years and nothing has happened. Migraine a year out, Par deals are 3 to 5 years from approval with small % to IGXT (check IPCI who has development deals with Par also, they get the vast majority).
Yeah, no impact because Horst has been pulling the strings all along and you can see where that got us. Of course he sells 500K shares at .92 to take advantage of the run up into approval date, all the while knowing he sent the FDA an amendment to the filing that assured the CRL would be issued. Nice SEC violation, if they actually enforced the law.