Sorry, you are irrelevant in all respects. How is your year-to-date and how are the old Merrill Lynch boys? Just curious?
david/ray, I actually suspect that many of those who did not respond could TRULY care LESS what you have to say or ask. You are basically irrelevant at this point. How is the year-to-date looking for you?
1. Do you think AVNR will beat all average Analysts' net earnings estimates for Q4 just ended 9/30 of (-0.10)?
2. Do you think AVNR will beat the DOW, NASDAQ, S&P for the current quarter ending 12/31/12?
3. How about the first six months of 2013? Do you think AVNR will beat the market from 1/13 - 6/13?
Just curious. IMHO, it won't be close. No contest just like the past 10 months.
Now, this is relevant for david/ray:
For the year, this is the THIRD-WORST performance TO DATE since BofA began tracking HEDGIES in 1994..........Hedge fund manager and author James Altucher predicts more trouble ahead, in which there will be "an ENORMOUS UNRAVELING of hedge fund assets at end of year when hedge funds open their doors and this will lead to a bad Q1 in 2013."
Based on their loss in AVNR this year, this is not surprising. Just one example of many. HGSI, ARNA etc. in Biotech.
It has no relevance. POZN won the case way before. This is merely an appeal which the generics had no chance to win anyway. Also, Pozn does not even own Treximet:
"In November 2011, POZEN sold most of the future royalty and milestone payments covering Treximet sales in the United States to a financial investor for $75 million. By virtue of the agreement, the financial investor will be entitled to receive royalties on net sales of Treximet and any other products containing sumatriptan and naproxen sodium developed and sold by GSK under the collaboration and license agreement in the United States on or after October 1, 2011."
No relevance to AVNR.
"Using two valuation measures Cowen has a current valuation range of $6.15-$6.27."
Please note that this is not a future target 6 or 12-months out, this is Cowen's "CURRENT VALUATION" of AVNR as of Today.
She is very well taken care of and can go anywhere for help. Her M.D.'s are all top shelf in their fields and board certified etc. etc. in their respective areas and are on it. If N helps, that would be a great option. Over time, the Narcotics have taken a toll.
ML Boys? What is the deal?
Please let me know if it helps with the migraines. I have a relative who is basically being beaten down and will likely die in the next few years from the narcotics which have been and are being prescibed for terrible migraines. thank you!
Are you naive enough to believe most of that #$%$ is employees, or do you think it is reetch, rim et. al. and other bashers?
If you believe half of that or have questions, please call the company unless you are scared to like david/ray because you feel your misleading basher messages require you to need anonymity.
That is great since 1,000,000 mg's are in a kg. Thus, 30 mg of deut water costs about 1 penny.
You have to like ASTX' 69 PE RATIO as a growth stock.
Multiply 69 times AVNR's net N revenues with only 7,500 to 10,000 weekly scripts less OPEX. $30 to $60 PPS.
IMHO, here is how the generics are Finished:
1. Generics settle. Avnr WINS.
2. Generics do not settle and walk. Avnr WINS the litigation case.
3. Generics do not settle and win the litigation. They get PBA only with 20/10 combo of D/Q. AVNR modifies the formula and/or incorporates DDex in all future indications with new patents for MS pain, agitation, S&S with FDA exclusivity too. Result: AVNR sues the generics for hundreds of Millions or Billions for infringement.
How do the generics win? I do not see it. Choose your medicine.
Can't tell what you are referring to. N is now priced at $580 or so per month for 60 pills. Annually, $6960. Multiply x 3 and x 100,000. The gross revenue damages would be actually over $2 BILLION. The Net revenues are now over $400 with the price increase. Actually around $405. Doesn't matter.
The point is I do not understand the upside to the generics and would appreciate it if someone could explain it.
PBA only on a generic basis makes zero sense especially if you are only going to get successfully sued for hundreds of millions or billions for violating future indications and patents.
And BTW, there is a significant advantage if you want to extend your patent life. Add DDEX in any dosage or combination. Anyone else is an infringer past 2030.
TREBLE Damages at today's pricing only is over $18,000 ($6K plus annually x 3) for each infringing script annually. Multiply that by 100,000 infringing pain, agitation scripts with N and/or Ddex under new patents. That's right, you owe AVNR $1.8 BILLION ($18K x 100,000 scripts).
Generics will lose IMHO. But at most, they would get PBA only and are guaranteed to infringe going forward. Proverbial lose, lose.
"And there is no big advantage to have deut-dex with 5 mg of quinidine compared to dex with 10 mg of quinidine."
Just curious, do you have any authority for this or is this you purely "blowing smoke". Please provide any data or authority. Seems like a pretty affirmative statement.