quietly accumulate and watch the sales grow.
Keep the shares out of the hands of the shorts and make them suffer.
For a ten bagger I can easily wait two years.
shorting at this level and date is not because they think they can drive it lower so much as it is an effort to control the upside.
I do not wish them luck.
It is amazing what the short houses can accomplish.
Buying no brainer opportunity .
Sales increasing hand over fist week to week....,
easy ten bagger within two years.
"I don't think it's for DosePro because the deal was inked months ago."
For clarity and to keep confusion moderate, DosePro and Sumavel are not the same entity. The announcement specifically stated that Zog retains ownership of DosePro.
Zig on the Zog,
thanks, I think that was the plan when they made the acquistion. It was discussed here, maybe even by you, months ago.
"Endo seems to be working even closer with Zogenix..."
The courtship is progressing. Endo may have slightly overpaid for Sumavel as a goodwill investment to help Zog fight the good fight until all the dust clears and true value emerges.
I just scratched up enough for another tranche of shares.
Zog will not sell until scripts start to flatline and or relday nears launch.
It is more easily seen when one walks in the shoes of Hawley and the directors.
Zohydro will be a cash cow someday to the tune of .3+ billion per year
We always had clients looking at our scientists and offering sales jobs . Pfizer, Bristol, Ciba, Boehringer, Mogn, Sequus, Forest,
Go for it,
They should take you very seriously.
Saw the same thing happen over and over again myself.
Dedicated workers kept inept management viable for far too long.
When the #$%$ started running plants here they originally thought it could never work but soon found that the American worker responded well to good management.
Available in the summary page news links.
"Yes, thanks. Very good questions and challenging to answer as far as facts. I can give you some of my points of view and opinion. But I can say that after the approval process that we went through, we thought most of the anxt (ph) was behind us. However, right after approval we were contacted by some other companies that were interested in Zohydro ER, which we were not interested in working with them and so an orchestrated campaign started and I would say the first sign we really had was the state attorney general letters and we believe we know who was behind that."
I also think there is a sales data lag. So the scrips recorded for the last week of april, 660, when were they actually written versus recorded?
For analgesics opiates have about the least side effects for long term use. Without the acetaminophen this will continue to gain steadily for five years.
The Zog needs to send out continuous press releases on how many livers they will save.
Here is a little math previously posted.
660 per week means the sales reps are moving less than one script per day.
I think they are hiding how much volume they are moving.
In the month of march 1100 total scripts, so they roughly doubled the volume in one month.
Now to forecast script growth, do you want to go linear or exponential here?
If you chose linear then figure 1200 more scripts per month starting at 2500 that puts us at 10k+/- per month at the end of 2014. At $400/script that is only $12million per quarter.
If you go geometric and double each month starting now then you will have 5000 at the end of may
10,000 at the end of june, 20,000-july,40,000-august, 80,000-sept, 160,000-oct, 320,000-nov, 640,000 scrpts at the end of december.
So if you were a reporter, you could predict somewhere between those two numbers and still not be a total liar.
Given that the number of reps is not changing, you have to go more with the linear model.
That is why the FDA will have to extend the exclusive period out to six years as a message to big pharma that their tricks will not be tolerated.