Yes. All low float bio get killed in bear market, even the good drugs. Cemp may be 28 in a yr. Get BO etc. Possible. ACAD is a critical need drug so trading better, so far.
Maybe even the billion drug as analysts say but not right away. Maybe even towards end like 13 yrs. Or it could take off and be 700 mill in 5 yrs. No one knows and thats the problem
You are kind of in denial. Kidney,site injection,etc are all smoke. Its using the branded drug instead of Levo. Every Bio has to have a marketing plan. The market does not like what Cemp is saying. The smart money does not think Soli will replace Levo??yet. It might but " interested" isn't strong enough. Im #$%$ to. Believe me. They asked her in many ways about marketing but I wish someone would ask the percentage of side effects with Levo and the severity because if its fairly rare no body will pay 300 at the pharmacy even if its prescribed. They call the doc and say" I will take my chances with the $10 drug. Especially poor people.
How much of ADP do you think is priced in to the PPS right now?. I suppose no matter where the PPS is at that moment it will dip a bit.
I am a believer in Soli so I know my thoughts lately on it may be a slow roll out looks as if I flipped. I am mad they couldn't get a firm commitment from the CMS and other concerns to replace Levo. The "critical need" drugs will make more in the first yr so the lower cash is forgiven. With Cemp it could take 4 yrs so a fund raising may be needed. Now…….they may be right, Soli could get good response but the bio market is not forgiving right now.
Problem as I see it is they say they want the CMS to stop using flouroqinolones and use Soli. Save flouroquinilones for harder to treat cases. Makes good sense but the market wants to hear her say that the CMS has agreed to this already. Maybe after a yr or 2 they will. IBB up but Cemp is not. Not good.
any concern that shorts are still at 20%?
Is Soli to early to market? Borderline needed? We thought is was a " critical need" drug due to resistance. Cemp pounded the table to that fact. Is the drug/heath care world pounding the table to beat resistance for real or is it rheteric and its all about saving $$$$ as the status quo.
BINGO. This was my concern. Why have the not shared their marketing plan? You are talking to doctors? Really? Help me lord.
Better than ZPAK with its high resistance…..yes. But they are putting ZPAK in a cheap cocktail now and its working. We need to replace Levo. Are the side effects costing enough to HMO/ Insures to replace this cheap drug? Im not so sure and the market isn't sure either. Put a $100 dollar tag on Soli and give the drug coupons. Lets get the sales going.
Cheap drugs work. Not an epidemic yet. Do we have charts or number of impactful side effects from per 1000 treated and total cost of treating ? I am certain Soli will gain some ground but the market is says it will be slow.
She needs to explain their marketing plan. The " talking to doctors "answer just dosnt cut it. The turning point is if they can get the CMS to replace Levofloxicin or all flouroquinolones for that matter with Soli. Soli will cost much more. If she would state this then we are golden. Why didn't Soli go up against Levo, I forget?
Down 10% in one day is an issue. If Soli was guaranteed to get used as a branded drug right out of the gate then the rebound probably should have held.One must dig deeper.
I think a buy out is possible with the data known for sure. SOLI should take care of Gono with its potency but maybe a buy out only after Gono news. Dead money for sure.
On the plus side. Yesterday was up on high volume. Today its down on half the volume. Saw lots of 100 share bids. Definitely helped here by shorts.
We all new it would be "dead money" after trials but we didn't suspect the stock would be dead or broken. This could be a double bottom or it could be that its not a drug worth hanging around for as the tape is very ugly. If it goes under 16 Im thinking no one believes Soli sells enough right out of the gate the first 2 yrs. A CEMP sale is all we can hang our hats on really.
Thanks, After talking to some doctors they act as if CAPB and GONNO are getting cured at a cheap price why would CMS change? Cemp would have to make a case for cure and price. Your point of view is the reason I invested in Soli but is Soli 4 yrs to early? I haven't heard the table pounding yet as if there are thousands of failures, just serious concerns in the resistance issue.