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Supernus Pharmaceuticals, Inc. (SUPN) Message Board

twoyears2retire 10 posts  |  Last Activity: Nov 25, 2015 1:22 PM Member since: May 18, 2004
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  • Reply to


    by nosurebet Nov 24, 2015 6:44 PM
    twoyears2retire twoyears2retire Nov 25, 2015 1:22 PM Flag

    Lars, thank you for the heads up regarding the updated pipeline status. I was thinking about this today and wondering if someone had this type of information at hand to share!

    Do you know if this updated list includes the Canadian products waiting approval and does anyone know how much time potentially is left before we hear about the results of these ANDAs?

    Yes, and like you, I like this stock for the same reasons you and Nosurebet note.

    Thank you for your input!!!

  • Reply to

    Short attack??

    by wobbleman47 Oct 27, 2015 10:20 AM
    twoyears2retire twoyears2retire Oct 27, 2015 7:07 PM Flag

    Nosurebet, I appreciate your analysis of this point and time with TLGT. Your last paragraph says a lot about the future of this company, I agree. I also believe that after listening to the recent CC, it is apparent that the analyst were somewhat surprised by what was stated as the potential revenue increase for 2016...I certainly was.

    As for the 4 ANDA withdrawals, it was so that more time can be committed to the final process with the FDA for the other get them finalized as soon as possible. I felt that made sense and was a prudent decision.

    GDUFA Year 3: I highly suggest that everyone listen to these specific times on the 3rd QT CC - at the 6:10 minute mark and at the 22:15 mark. Jason notes that the "total addressable market" for these products is $820,000,000. Which gives TLGT a rough potential of $130,000,000 for the year 2016 - that's over the current sales projection.

  • Reply to

    Love this gem

    by keefere2 Oct 23, 2015 2:37 PM
    twoyears2retire twoyears2retire Oct 23, 2015 3:42 PM Flag

    Keefere2, sorry for the thumbs cursor moved on my! Nice points, I look forward to the same. We start getting the FDA approvals we hopefully will see even more movement. December is when they clean house, hopefully they have something in mind for IG / TLGT.

  • twoyears2retire twoyears2retire Oct 22, 2015 4:53 PM Flag

    I highly recommend listening to the CC. The first question is related to Jason's comment: additional $130 million revenue by the end of 2016. Also, the new stock symbol for Monday morning will be: TLGT - they've changed the company name to Teligent, Inc.

  • twoyears2retire by twoyears2retire Oct 13, 2015 12:06 PM Flag

    IGI Laboratories doesn’t seem to over promise.

    They have very good utilization of their cash assets – purchasing other viable productive products with nice return on investment.

    IG is specializing in a specific market: injectable generic products. This is a market that appears to not be crowded with competition.

    Their products are profitable for a small company like IG yet not of interest to larger companies.

    IG is working with the FDA filling specific needs where there are shortages of these products – the FDA is giving IG more attention helping to get their ANDAs approved.

    Prior to the last two purchases, the value of the market for their submitted ANDAs is $1.4 billion. If IG acquires 20% of the market and subtract 20% to get to net value that is a potential of $224,000,000 vs the current $40,000,000 they are currently bringing in – a 6 fold potential increase within the next 2 to 3 years?
    Potentially they will be at a break-even point in the 4th QT of 2015.

    The new purchases will only add to the numbers above plus the Canadian purchase opens a new frontier in Canada. Alveda Pharmaceuticals was considered established with a solid pipeline. This should help IG launch their other approved products as they come along.

    Canada’s approval process is quicker than the US.

    I am pretty happy with the management of this company (IMHO).

    Sentiment: Buy

  • Reply to

    option play giving thought to doing

    by rlbeard6734 Sep 18, 2015 1:20 PM
    twoyears2retire twoyears2retire Sep 19, 2015 10:44 AM Flag

    Don't forget that there is always "Another Deal" looming in the background with all this going on. It's like crossing the street, you keep looking to the right (Depo deal), it looks safe so you step off the curb and get blind sided from the left - new deal - a good blind side though.

    Only to confirm what is being discussed it the new article found at the top of the HZPN news site - "Bulls Returning to Horizon Pharma": 2100 new October Calls purchased - volume more than 40 times open interest. It that you Geri and Rlbeard?

    It's always interesting with HZNP and looks like good times are coming up again. IMHO

  • Reply to


    by pdj1240 Sep 16, 2015 7:04 PM
    twoyears2retire twoyears2retire Sep 18, 2015 11:24 AM Flag

    Thank you pdj - my handle has become like the sign at the bar that says "Free beer tomorrow" - retirement is close... Sorry to interfere with your question for Geri.

    Here's where you can find the back up to TW's challenge to his management team ($88 a share target):
    Horizon's March 27th's 8-K - half way down the page the heading says: Performance-Based Share Unit Grants - It's very detailed with charts.

    By the way, good luck to both DEPO and HZNP share holders.

  • Reply to

    MS CC: Lots of Tidbits

    by geringerart Sep 17, 2015 5:51 PM
    twoyears2retire twoyears2retire Sep 17, 2015 8:24 PM Flag

    He said 5 excluding Depo.

  • Reply to


    by pdj1240 Sep 16, 2015 7:04 PM
    twoyears2retire twoyears2retire Sep 17, 2015 5:59 PM Flag

    pdj - I have to say I too am a HZNP shareholder and have found what Geri offers very valuable. I look forward to most everything he shares. I would have to say that in his case, it's the opposite of putting someone on ignore.

    As it relates to news - I disagree, not everyone has time or access to everything. The joint effort of message boards brings to light areas that might have been missed or we remind each other of something discovered a while back.

    I know you read about how TW has set a goal for the HZNP stock to hit roughly $88 a share prior to a specific date in order for his management to receive 4 times their targeted share allocations. That information was not easily was certainly something worth hearing about...Geri brought it to our attention.

    Once this becomes one company under HZNP - everyone that stays the course will have this same support. As always, TW has his ship headed the right direction - towards the Horizon!

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