my understanding is topicort is already used off-label for AD. I understand the company can't market it to dermatologists now. my question is will getting it on-label make a big diff ? what could be the $ potential
i guess they will get some years of FDA data exclusivity 3? 5-8 years?
If u suspect wrongdoing why don't you take action or at least write an open letter to the chairman or board and tell them that this is not right or fair ????!?
Wow you seem to be alleging something serious. Why would you write an Open letter to the board expressing your facts and opinions ? As far as I know u have been holding shares for a long time.
Personally I am all for 2 way communications bw shareholders and their business partners/reps on the board. This lack of communication (2way) needs to be reformed...it is directly bcoz of lack of solid and frequent interactions bw shareholders and their business partners on board, lhere is less transparency, accountability, . personally I would be interested to see your viewpoints on what needs to be done here by our business partners
For example I loathe the lack of info sharing on dsxs, nvxt & other highly. Significant value adding projects.....
Well its peanuts in terms of number of shares....
Remember there a few very quiet, mute, very shy minority shareholders(never seen them in social media like seeking alpha) that love majority nominees. Together they owned ard 4m shares?
I like to hear their views, opinions and why they wouldn't support nominees from minority n make board representative of its shareholder base.
Seriously if u are one of em, please opine here. To me it was preposterous to have board wo 1 nominee from min. Let's have a point counterpoint debate on this topic. Good for transparency & integrity of markets.
Consistent with the Company’s policy, Taro will conduct its next earnings call when it announces its financial results for the year-ending March 31, 2016.
You would think this would have been an opportune time to update business partners (public shareholders) on dsxs and nvxt ? How do your business partners perceive ? Does this really promote trust and goodwill and give good karma ?
Can wallstreet SORT OF understand Kal? I SORT OF understand Kal is dilip's confidante.
I am hoping all shareholders get to reap the huge benefit of taros negative leverage. Meanwhile this puppy is getting super undervalued with dsxs and nvxt
akrx is cheap....taro is super negative leveraged for years now. easily can take on debt. there appears to be lot of complimentarity in the specialty generics business (look at akrx preso) that the companies are in. Any ideas ?
what do u think the stock price would have been if phase 2 data was available in the public domain for DSXS and Novexatin ?? both addressing large unmet need and standard of care in both instances is not at all up to the mark.
i believe he said in one of the calls. but i think he alluded to it as "projects" . which made me believe it is in really early stage. Never thought that it was close to moving to phase 3!
tom you are right ! check your email. this seems to be a new indication supported by taro's patent 20120328531 . Wow, this could be huge as AD is an unmet need. Read seeking alpha articles on anacor and its AD drug. Also read anacor's web site and their claims on their AD drug. The market is big...in the billions of dollar. The only thing we don't have to value this is DSXS's phase 2 data.
Are you dsxs is under patent ? And TARO owns it? I thought it was an anda
Explain please. Do you have the patent link for it ? I think dsxs is already approved for other skin ailments like psoriasis.....I do understand that one can have method of use patent for new medication
Hmmm its a new drug, right? Not anda?
Do we have p2 data so we can understand how good or bad this is vs market competition
Kal talked about ADermatitis. But didn't mention it was in advanced stage
These 2 drugs itself can significantly change the course of TARO in the next few years
Being a patient shareholder
Yesterday Zafgen released in this case p3 data. Marketcap went up by 75% in 1 day
Yes SYN released P2 data (not p3) from its recently concluded clinical trial.
Market priced the P2 clinical data released by SYN and SYN stock went up by 25% during market hours.
In Afterhours it went up another 11%.
interesting. so the realist article is probably correct. Now have you noticed that Mathews india also hold Sun pharma shares ? I don't see this as a good sign at all. In fact the conspiracy theorist in me would have me believe it is actually bad.
There is no quarterly earnings call my friend. We have to wait for May/June I guess !!
Anacor had 1 Phase 2 completed Onychomycosis drug(Kerydin) a few years back.
Anacor had zero commercial revenue
Anacor had another drug in Phase 2 trial.
This public company that had public shareholders ensured adequate INFORMATION SHARING with market participants on Kyerdin. The market fairly valued the Phase 2 Information shared on Kerydin and Anacor traded with close to $1b in market cap. This ensured Anacor shareholders benefited from the value creation (work in progress) of Anacor's long term investment. Shareholders who needed money were able to sell shares at FAIR VALUE based on the INFO known at the time on Kerydin: How good or bad the Phase 2 Data of Kerydin versus its current or potential future market competition in Oncyhomycosis. Market fairly valued this phase 2 INFORMATION of Anacor and Anac traded close to $1b.
INFORMATION SHARING in publicly listed company helps ensure AT ALL TIMES the asset is FAIRLY valued .
Value creation in Pharma NEW drugs happen at Every stage of clinical development and the gestation period from investing in Phase 2-drug to actually generating revenue is 3-4 years. It is ONLY FAIR that information is shared at every stage of this late stage clinical development so market appropriately prices this info based on value creation happening. This is esp true for a drug that can potentially generate revenues in the few billions of dollars every year