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SciClone Pharmaceuticals, Inc. Message Board

trees36 12 posts  |  Last Activity: Dec 23, 2014 12:00 PM Member since: Nov 14, 2011
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  • trees36 trees36 Dec 23, 2014 12:00 PM Flag

    Thanks for your thoughts. From the Chardan investment report:
    22nd Century has hired a contract research organization (CRO) to aid in a trial necessary to submit a modified risk
    application for the company’s Brand B or high nicotine cigarette. This is the first of two modified risk applications we
    expect the company to make with the FDA. The CRO will manage the trial required to test the impact of 22nd Century’s
    cigarette on bio-markers on the trial participants. The trial will likely begin in Q4, last about a month, with another month
    or two of data analysis and could cost one million dollars. The Tobacco Control Act bans certain terms, e.g. low tar,
    light, in cigarette labels, and these labels comprised 70% of the US market prior to the Act. 22nd Century could be the
    first company to apply for a modified risk label.
    (I don't know what the cost of these applications will be).

    Sentiment: Strong Buy

  • trees36 trees36 Dec 23, 2014 11:28 AM Flag

    Revenue in 2015 is the key. But getting the FDA to approve these two products as "modified risk products" is what they are trying to accomplish in 2015. The company has 5 successful phase 2's for them (I understand). To perform a Phase 3 trial they are looking for a partner to participate in it. The trial is expected to cost $15 to $20 million. A modified risk label from the FDA will go a good ways to get a valued partner relationship for this trial. Good rational steps for this process by the company.

    Sentiment: Strong Buy

  • Reply to

    retail sale

    by ben2space Dec 22, 2014 5:22 PM
    trees36 trees36 Dec 23, 2014 10:25 AM Flag

    It might be you can purchase via the company website in January. Or it might be if your state has approved their sell by National Association of Attorneys General (NAAG). 48 states are expected to be approved by mid January. Before then the company will get the tobacco tested and packaged to meet regulations for the US and Europe. After that they start making their own and other brands. Selling their own brands and contract manufacturing for others will be quite stimulating in 2015! Making them with acceptable quality and on budget has to make for a winning strategy.

    Sentiment: Strong Buy

  • From the last three reports of shares being sold by Joseph Pandolfino the average for the shares sold per day (over 9 days) is 22,000. He did start selling at low prices from $1.57 - $1.72 which made for poor timing. But when the average for shares traded in a day is about 300,000 I don't see his selling out his position as having lingering impact. To sell all 5,818,648 of his share at 22,000 per day it will take one year to zero out his position.
    Prospects in 2015 are significant! The start of selling and greater distribution for cig products in 2015 will greatly counter-balance any influence from the shares Joseph Pandolfino sells.
    Good reports for sells and distribution are due soon or by mid January. These low share prices won't last long.

    Sentiment: Strong Buy

  • This includes distribution agreements that will result in commercial sales for 2015. As of Nov 25 Red Sun was approved in 12 states and the rest will be approved by mid or end of January. With 36 state approvals required secured for Smoker Friendly stores this will set off making products for them in January.
    As an economical minded company this plays, I believe, to Henry's strategy of say making about $500,000 of product per month starting in January and selling it each month. NASCO will be making these cigs for Red Sun, Smoker Friendly, and to chains in California starting in January. Not just Henry the but directors are keenly involved in this company.
    More chain stores to make cigs for and sell through are likely coming in early 2015.
    Watch for those coming announcements.

    Sentiment: Strong Buy

  • Est. EPS of (.02 to .03) and large increase in cash this quarter. Short interest has declined recently. For short term the price goes 20% higher.

    Sentiment: Strong Buy

  • Shorts have a death grip on a "short" life. Hear them screaming!

    Sentiment: Strong Buy

  • I'm no scholar but, scholar's say so.
    Realistically the share price is not reflecting the positive developments occurring with this company. So, best to get the bargain price when you still can.
    With good discussion from today's FDA meeting coming soon in a forthcoming announcement and the show-all financial and company status results coming this Friday it seems ideal to get a position or larger one today.

    Sentiment: Strong Buy

  • The share price could be + $5 in two months. Selling the cigarettes they own and make themselves, soon making the branded variety for Smoker Friendly (a reputable company), and a possible joint venture in China. Actual revs and more new business coming. This issue has extreme potential.

    Sentiment: Strong Buy

  • There is a lot of upside in store!

    Sentiment: Strong Buy

  • With the master settlement agreement finalized they now have approval to sale in 46 states (as I understand it). The upcoming CC should mention distribution and sales to all these states. Should be quite an earful, will other analysts be there for questions? It ought to be a worthwhile CC!

    Sentiment: Strong Buy

  • Except for one aftershock afterwards, it looks like $2.50 is in store. IMO

    Sentiment: Strong Buy

SCLN
8.76+0.1200(+1.39%)Dec 26 4:00 PMEST

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