ATRS management has always stated generic gels will be the biggest competitor to QST. I imagine QST will be have the same problems as Otrexup. Insurance companies will make it difficult to obtain coverage since generic gel's will be available by the time QST gains approval.
Does management get a bonus for starting the trial?
I'd bet if this message board didn't exist you would have sold a long time ago. I've seen countless investors come to this board, hang onto the positives & ignore the warning signs. Heard mentality of going over the edge together.
ATRS is about as speculative as you can get. If the FDA delays EPI approval for a redesign then the stock trades down to $1.25 & if they approve the injector then you can probably get shares for $2.50. I can find plenty of stocks with the same risk/reward so I'm watching.
They've talk about bringing at least one new program into the clinic per year. If you ask yourself why they haven't done so then I come up with 2 reasons.
1. They don't think the new programs would be profitable.
2. They plan to sell the company so it doesn't make sense to spend on new programs. I've stated any number of times that it would occur once the NDA is filed for QST. This timeline keeps getting pushed back but I still believe its going to occur.
some insight into what's going on with Suma, Epi, QST, & Otrexup
I can tell you managements answers ahead of time.
SUMA - its in the hands of FDA. We're continuing back & forth discussions regarding the label.
EPI - its in the hands of the FDA. TEVA has indicated 2nd half 2015 & we're expecting an AB rated product. We're looking forward to approval as much as investors so we can get our bonuses.
QST - we're recruiting for the final trial before filing the NDA. On track for approval in 2017.
Otrexup - its a slow ramp-up & we're evaluating additional steps to increase sales.
In summary, we're making great process in advancing the companies programs. Keep sending us your money.
Yes, blame the messenger & not the message. Andre is not doing anything but providing the information since most of you can't access it on your own.
The more information you have then the better you can understand why ATRS trades for $2.05. I provided some info & I also stated on another thread that I thought TEVA/ATRS would get an AB rating.
The Cowen analyst is just giving his opinion. He doesn't know anything more then any of us & probably hasn't even read the FDA's response to the Citizens Petition. I personally think they get an AB rating but my opinion is worth as much as your paying for it.
That doesn't work for me. Use this for your search on twitter
dougheuring @dougheuringaria · 2h2 hours ago
Cowen $MYL Downgrade: Appears Mylan To Persist In Making Wealth-Destroying Decisions