and much more than 50% off its 52-week high
the stock is NOT up as you say, but DOWN -- as are revenues
this board seems to think the druglettes in ipci's pipette are going to be big money makers, but analysts know better
better to be low on institutional ownership now so they can fuel the rocket when real news hits
stock has done decent the last year what with institutions creeping in and now owning 13% but there are still some big names out there, like Fidelity, that have not been participating
but with Soros coming aboard in the last reporting period, can others be far behind -- particularly those non-index funds who have nevertheless had a Russell index as criterion
suspect the end of June report will show they have picked up the pace
franklin and vanguard are the two biggest holders, and both have been adding at double digits
others have mentioned this but it does not seem to be getting much attention, and it is an enormous endorsement or at least recognition of the 'L' vaccine's importance
go to evaluatepharma world review 2014 and enjoy a wealth of info on the health of pharma while noting that the 'L' vaccine is in deed ranked high amongst the big time R&D projects of the majors
have to suspect that Northwest's Direct vaccine will be even higher on their list for 2015
Northwest does NOT have to announce when they have reached the 88th event
they are ONLY required to announce the ANALYSES of results if and when received
if the Committee has not done the interim analysis after the 88th event OR has chosen not to share it at this time then there is no REQUIRED announcement
FACT -- there WAS an interim analysis done after the 66th event but rather than sharing data the Committee simply informed Northwest the trials should continue
FACT -- there WILL be, and maybe already has been, an interim analysis after the 88th event but if the Committee chooses not to provide date to Northwest there is nothing to announce unless Northwest wants to let everybody know that the 88th event has been reached -- but why would they after all the flak surrounding the way the 66th event was handled
it is entirely possible the 88th event has passed, and the 110th will occur by end of September
whizzer, where did you get such a strange idea
report included full three months AND ipci still had exclusivity for all three months
with the exclusive period ending in May, the next report will REALLY be bad
but that is par(!) for the generic druglettes in their pipeline -- so get used to it
wondrous estimates that have already proven to be wildly off
you know, if par can't move the stuff, what makes odidi think a fledgling salesforce can
as others have noted, this site also said the net present value of Northwest is $5.5 billion
though others are suggesting that is as it stands now, i think that NPV assumes the L vaccine will be approved otherwise they would not be projecting sales for 2020
based on the risks involved in approval it still seems that the current market cap should be in the area of $1 bilion with an expectation that it could quickly move up to $5.5 billion upon L approval
if the Direct vaccine is approved it will be 'Katie bar the door' and well before then, if the L gets approved, the optimism over the Direct is going to start rising like a tsunami coming ashore...
without getting into whether your decision is right or wrong, what you ARE doing right is reevaluating your position on this company
i say that because NOBODY who invested in ipci before the $100 million shelf did so with the understanding that ipci wanted to manufacture drugs -- the whole premise was for ipci to run them through the FDA and then collect royalties as some other entity manufactured and distributed
what is fascinating now is to watch how other investors were just knee jerk in support of the $100 million shelf even though they didn't even know what the money would be used for -- they were ready to turn everything and anything into a silk purse
thing is, ipci never spoke of becoming a manufacturer, it was never part of the plan, and now every thinking investor should be doing as you have done and realize that the company they bought has FAILED and is now trying to survive by going in a new direction
even after backing out par's extra payment, revenues were still DOWN while the cheerleaders here were claiming the revenues would be multiples higher
but careful what you say on this board about those cheerleaders because they've been getting pretty muscular as those pompoms just keep getting heavier and heavier
and they don't have enough cash to show for all them shares, so they are still eating it
why are the pompom pumpers trying to fool folks with talk of cash being up over last year?
hey, any company can have cash if it is willing to sell enough shares and dilute, dilute, dilute
well, sammie, if you never said it then who is this bird using you id...
samsa1 • Jun 13, 2014 10:42 PM
RL....I agree. I think this goes way beyond Rexista Oxy. this could be used for every single drug out there the way the article reads. if so, royalties for the Patent will be huge. It could explain why the shelf registration for the 100 million."
as for the "crossroads" they best check the signpost again and then get off the track asap because some here hear a whistle a blowin'
well, if ipci is going to become a manufacturer (which they have NOT announced) that would seem to be an admission that the current business plan is what i called it -- bad
but just how is it that ipci is going to become the low cost producer? isn't that what all the other generic companies are trying to do?
btw, when are they breaking ground on this new manufacturing plant? and, what happened to your idea that the $100 million was to advance the suicide prevention drug?
hey, sammie, have you noticed there are a lot of discarded pompoms laying around on this board since the earnings report came out, and that the cheers are starting to echo off all the empty seats?
koolaid, i'm talking about the valuation going into the earnings report, the rise that was created in part by posters saying elite would have huge increase in sales of generics
when the report came out the stock dropped from the mid .40's instead of jumping into the .50's and .60's as fwelsh and friends said it would
do you not see that they are completely off base in how they value the generics, and how they damage the stock price and divert attention away from the abuse resistant line?
what the CFO was talking about in February, and what that independent evaluation was based on, was the abuse resistant line not the puny generic druglettes
fwelsh and company need to stop trying to value this company based on metrics for generics
did you ever see a company get as beat up over announcing an event and then not having an interim analysis available as projected
or the same company getting scalded by their partner for premature release of results
try to put this situation in perspective, and see things as Powers does at this point
the past may often be a guide to the future, but it does not make rules or requirements for the future -- and it cannot create a material event where there is none
it was already down to just two cents, but no the estimate is for a full year loss of twenty-eight cents
that is a thirty cent downward adjustment following the disastrous quarterly earnings reports
focalin sales were miserable, and they are harbinger for every other generic druglette in ipci's pipette
this is the generic competition for ipci's next three drugs if they can ever get out of the FDA...
effexor -- 10 companies
protonix -- 13 companies
glucophage -- 15 companies
and, ipci has NO advantage over any of this established competition and must share any profits from this low margin business with a manufacturer and a distributor
bad business plan