It is important that we stay together, some of our weak friends got separated from the raft pack and were forced out by some type fear I guess and gobbled up by open whale mouths. Only the strong survive. Yuck, StillBung just went by my barge and over the falls on a Short Negative G raft - it just exploded on the rocks below, he tried to squirt his little water gun at me, but couldn't reach the upper deck, it smells awful. Oh well, he is vanquished for now.
I think PAPA is now a buyer. Did you see the DEPO news? PTX is still so unloved and overlooked with all her potential to increase sales and earnings dramatically.
I thought it was transient, folks are only going to be on Soli for a very short time 5-7 days to kill pneumonia or other ailments. They also did a study on folks with impaired livers with nothing alarming. I guess if you have an intractable resistant bacterium that could kill you, you might want to take this drug. Time will tell, and you have govt. wanting new antibiotic development and providing incentives including GAIN and ADAPT. Folks in the study will be analyzed at various increments out to 30 days, that should show if liver enzymes are elevated after treatment has been completed.
If you compare the sales projections in PTX with those in DEPO (now with yesterday's deal) and HZNP (which has backers also in PTX) you can see that PTX is cheap at $7.64. This is JMO, and stock can trade up or down, you make the call and investment if you like, I am focused more longer term, so like the stock.
Well, Doug has been executing, I don't think he did a bad deal for Trexi and I think they said it was filed already for this sNDA in November, now it is accepted, 6 month clock. One thing I will say, is that depo is buying a J and J drug for $1 billion and it had $166 million in sales (check news tonight). If we get the sales numbers we will be fine, from slide deck we were selling 20 million in Trexi per month for those 2 months listed, if I saw it correctly, take a peek. I didn't think it was channel stuffing from looking at the slides, you would see one month higher than the other, and Doug said inventory was tight. This sNDA gives us an additional 6 months exclusivity if approved for this indication. People are just panicking IMO, Doug has a lot of experience and his and others have options vesting over 4 years on a monthly basis, also bonuses of pay are tied to performance. Do you think they would bring in something that will not pan out, I am looking for another deal to come at some point? We are still small enough to grow from these sales of Treximet and Silenor. JMO, best to all in PTX, shorts need to cover along the way.
Orestes, Researcher said the stock was up 44 cents, I checked and it is, don't worry about still-ding, he doesn't know what is going on. Researcher is fairly good, and I understand about editors, etc. We all can figure cash burn and this is stated by the company, so maybe the EU milestones will pay out around that time. Stock looks attractive here, nice explanation from you, thanks.
Thanks for your reply, do you think they will announce when they get first response from FDA, or hash it out back and forth and then announce it is agreed on, like researcher said?
20 cents from the bottom, this oil bank swiss franc stuff is touching everybody today. Some banks and hedges have to pay up for gambling on oil and currency.
just now sNDA for treximet in kids was accepted with priority review. This oil, banks, swiss fanc mess has probably some hedge funds in big trouble (they gamble too much with futures etc.). Finally a little PTX news to let folks know doug drysdale is still doing something. Best to all in PTX.
A minor leak on my raft, what is going on with TTPH? They kept saying we are worth this and that, where is that deal?
I want GILD to go up, then IBB will be up and folks can settle down, this oil mess and now Swiss Cheese mess is nuts.