SWER is a scam! Nothing they have ever said or done has turned out to be factual. There has to be a link other than them.
Par is a HUGE company and know what they are doing. One analyst said sales for the six month exclusivity period "could" be up to 35 milUSD. I am expecting very high initial sales and am watching closely for the scripts for the first month. With pre-orders, sales for the first month could be well over 5mil$ and IF they are, we head north to 7$.
1. Initial sales from Par re Focalin
2. Any one of four ANDAs
3. 15 Mil$ from Par
4. Launching PIII for Rex
5. Partnership for Rex
6. NRs re no dilution, sales for Foc, ... anything
7. Upgrades with EPS estimates and valuations of pipeline
I am hoping monthly sales for Focalin come out because if good, the price runs north. Obviously the next ANDAs are near term drivers and a partnership for Rex is a big one. the MC is 77 mil$ today and that is the value of Focalin alone. Failure is priced in for everything else.
From one article - The exclusivity period for the 15-milligram dose was unexpected, according to Roth Capital Partners analyst Scott Henry. He said in a research note that he estimates that the dose could book more than $34 million in sales during that window. Henry raised his price target on the shares to $6 from $4.50.
Plus other approvals launching
That will take away any concerns of dilution... and the drug was launched so sales will come soon... hopefully after one month some figures will come in....
My first question - when is an "immediate launch?" The sooner, the better. Like within 30 days.
180 days of X brings in 20 mil$ and prob 10mil$ for the next 6 months. That alone is 1.50 per share. That is a SP of 20$. 3-4 ANDAs coming soon as with in 4 months. If two are successful, that brings in 10-20mil$ each annually. That is another 1.50 per share.... then what s the pipeline worth?