APRI is now kicking your $&@.
Hahahahahah. How's that call in RPRX at $22 going?
But I have no interest in trying to get you back to $22 in RPRX...
More nonsense from Zmaninshortville...
Clomiphene Citrate is not Fispemifene... There is nothing in the Orange book, or anywhere else that changes that basic fact.
I'm not insane... Any shares purchased at these levels will provide huge return.
Good morning Zmaninshortsville,
You've already answered the question.
"The reason why a company has not taken Clomid through approval for men is because the patent expired."
So from a business standpoint a pharma could spend the millions it would take to test and get FDA approval for labeling for LowT, but then see any company that wanted to produce it wiping out any profit opportunity.
Nobody is going to do that.
Next while it's true a company could and probably will try the 505b route it will hit a dead end because Fispemifene is not the same as Clomid, using a scientifically differentiated formulation.
This line of thought is a dead end... The smartest hedge funds on Earth have looked at it three ways to Sunday in RPRX. So my advice to you is cover.
Wrong... Go to your nearest pharmacy and count how many OTC sleep aids are on the shelf before you even start the count of meds available by script. And I guess throw in a brandy, or glass of wine too... Silenor as a product never stood a chance, and that;s not Pascoe's fault.
Now go to your nearest pharmacy and see how many Low T, and ED treatments are available OTC... I'll save you the trip... The answer is ZERO!!!
Given how close we are to Haloween perhaps a better description is Femprox is a Zombie. Ya know, neither dead or alive...
Femprox as a vehicle for increased shareholder value is a Zombie... It's not hurting us, it's not helping either. Until something changes, it's,,,,,, dead money.
To be blunt, betting against her has been the smarter play.
She last moved APRI from a target of $2.50 to $3.00 on May 27th. The stock was at $2.31 on the day of that call. Her reasoning for the upgrade was the additional value of moving RayVa from mothballed to the clinic.
I was suspect of RayVa and told anyone who would listen that the patient population was simply too small. But I also said giving Irina the benefit of the doubt maybe she saw something I did not.
The stock tanked... A slow drift down for months hitting the floor Oct 13th at $1.12... That's 63% off Irina's buy $3.00 target.
Management has made IMO a very solid move with the Fispemifene in license and on a cost basis I view it as cheap and the in license is without penalty should APRI see fit to out license Fispemifene in Europe or Asia or Austrailia or anywhere else they like to raise capital. The deal fully funded the phase 2b with debt on a 4 year term and added a major stable shareholder.
I strongly disagree with Irina's viewpoint again... A hold at $1.50 IMO will prove to be as backwards as the buy at $3.00 was.
I would point out Scott Henry also disagreed and has a buy with a $4.00 target.
Time will of course tell, but I think we are a fantastic buy at this time.
Really? What a joke Zman...
What's the matter? Don't like facts?
The fact is Irina called a "buy" with a $3.00 target on the RayVa development in May with the PPS at $2.31... That's a fact, not an attack.
The stock went straight down over the next 5 months to $1.12... That's not an attack, it's a fact.
So congrats on all her success on other calls. But on APRI the facts are the facts.
Helping many but trapping DG forever.
Thumb it down all you want DG.. You were the biggest pom pom waving pumpaholic of APRI at $6 and your constant removal of conversation at iHub does not change reality does it?
Enjoy your average PPS.
I took my kid trick or treating last night and ran into some interesting folks.
First we went to DG's house, he didn't have any candy but said if we come back in 10 years our candy bucket will be overflowing. Then he says if we don't believe him then he we weren't allowed to speak while on his property.
Next we went to Simmon's house but all he would do was yell at us about how he had been tricked out of his candy by the former homeowners, at least I think that's what he said,,, honestly it was mostly jibberish and incoherent. There was a troll named Ema living under Simmon's his porch that rattled off over and over like a parrot, "see Simon the kids hate you,,,, why don't you just give up Simon?"
Then it was on to Eicoman's place but all he wanted to do was study the science of candy making. And while we were there we saw Growtheport standing out front yelling "I told you the candy would taste bad, haha!!" at every kid passing by.
We went by JSB's house who was having an apple bobbing contest with Zman, and yelling at kids that candy is not free, and that if kids wanted more candy they needed to execute their trick or treating faster, and then they just decided they hated Halloween and demanded all the kids sign a petition to ban it and to fire the city council for not being on top of the ordinance policy that stops unwanted solicitation.. Then they proceeded to drone on and on about the merits of the petition,,,, I don't know what happened next as our eyes glazed over in boredom and we just left.
Finally we went by Pascoe's place and he actually took 40% of our candy and put a note in our container saying he was owed an additional 20 snickers bars over the next 12 months because he answered the door and had to use his hands to lift the candy out of our bucket.
After getting home I had a stiff drink and went to bed.
Seriously, why would Sandoz move forward and pay that for Belgium if sales in Germany and Sweden were not doing pretty good?
I'm liking that!!!
Population of Belgium is only 11 million and the launch milestone was $500k....
Think about that... Germany has a population of 80 million.
Why would Sandoz move forward with launching in such a small country like Belgium and pay $500k upfront if the drug was not doing well in Germany?
If Sandoz is willing to pay $.083 for every man living in Belgium for the right to simply launch Vitaros don't you think they must have a pretty good idea of what the numbers will eventually be based on their experience in Germany?
What we are all waiting to learn is if Vitaros is actually gaining a foot hold in Europe... If it is then the stock is going up.
Answer the question.... Why would Sandoz waste $500k to launch Vitaros in such a small country like Belgium? They launched in Germany and Pascoe has said "sales" have been ahead to the "partners" expectations.
So Sandoz looking at the sales numbers went forward in Belgium and PAID $500k to launch in Belgium and the little short biacheys want me to believe things are going poorly?
Belgium has a total population of 11 million people. That's 5.5 million men. Assuming that 35% of those men are 40+ and that 25% of them suffer ED, that's a patient pool of only 483k men....
What on Earth would make Sandoz feel like paying $500k to launch Vitaros into such a small pool? That's more than $1 per potential patient.
I can think of only one logical answer. Sandoz is looking at the sales data and feedback in Germany and determined that they will make money doing so.
Can you explain it any other way?
Well, I'm waiting,,,, And crickets...
The fact is well expected Belgium to launch, but NOBODY, expected to see a $500k milestone attached to it and the fact of the math is that's a really big number.