America Health & Drug Benefits
"Otrexup (Methotrexate) Injection: Novel Methotrexate Delivery System for Patients with Rheumatoid Arthritis"
Lisa A. Raedler, PhD, RPh
TD, I really have a problem with ATRS's management leaking information to certain shareholders which is what your implying.
No, they will stop the slide by releasing a PR on a new patent, or the hiring of another VP, or an undisclosed product with an undisclosed timeline.
are necessary for QST. They may have to run another trial for a year instead of 6 months which would push the NDA filing into the 2nd qtr of 2016. Has Hobb's stated when the next meeting is scheduled with the FDA.
On another point - Hobb's is a horrible presenter. I've never heard so many ah, ah, Ah's during a presentation. Its like the guy is not prepared.
We will match any competitors pricing.
GILD HCV scripts increased from 7,813 during the week ending 12/21/14 to 9,155 for the week ending 12/5/14, a 17% increase over the 2-week period. (The week ending 12/28/14 was a holiday week
GILD doesn't want a pricing war. They will allow ABBV to get their 25 or 30% of the market. Scripts are still growing & they have the best drug.
jump back in.
buyback program this week. Don't get caught short.
Placebo + Azacitidine - 7 - 8 complete responses. (Based on past history)
Pracinostat + Azacitidine - 9 - 10 complete responses - positive trend, 12 complete responses would be good news. 15 would be great news, & 20 the stock will be a rocket ship.
I guess we can blame the holiday's but the launch is fading instead of accelerating. This company is not executing.
2009 International trial revealed a 17% complete response & 12% partial response for treatment with Azacitidine alone.
MEI pharma's pilot Phase II study showed 9/10 individuals with a CR/CRp when Azacitidine was combined with Pracinostat.
Salty, the best thing they could do for everyone is find a buyer. They should beg TEVA to buy them for $500 million.
Lets think about it:
1. The current programs bring in $5 million a qtr
2. Sumatriptan - lets say $10 million a year
3. Otrexup - its not worth anything unless they get Medac out of the market
4. Epi-pen - $30 million a year
5. QST - There is nothing to stop someone from marketing a basic pre-filled needle & syringe at some point. It might take 4 yrs but I'd expect someone to do this if ATRS gains approval. QST will struggle if they try to go it alone. ATRS has previously stated they need a partner so any revenue estimates may need to be cut in half to account for a partner.
6. I'd assign zero value to the rest of the programs.
I think you could get the most value for ATRS if you sold it in the next 6 months so I don't want to see a secondary. I just don't see how ATRS is going to generate much excitement when you look at the pipeline. Yes, the stock can pop but it will fade back as investors face reality.
March/2015 - Phase II data in Myelodysplastic Syndrome. One-One randomized trial comparing Pracinostat + Azacitidine vs Placebo + Azacitidine. 102 individuals with primary endpoint as complete response.
12/05 total 529 new 275
11/28 total 479 new 268
11/21 total 559 new 306
11/14 total 524 new 255
11/07 total 463 new 222
10/31 total 530 new 268
10/24 total 573 new 299
10/17 total 475 new 279
10/10 total 411 new 220
10/03 total 548 new 325
09/26 total 523 new 319
09/19 total 464 new 259
09/12 total 435 new 233
09/05 total 430 new 241
08/29 total 472 new 298
08/22 total 464 new 275
08/15 total 416 new 272
08/08 total 369 new 225
The BAC downgrade helped the shorts but the analyst used a 9 P/E ratio to come up with his price target which is stupid. If he had used an average P/E ratio of 19 for the sector then his target would been about $170.
I've missed out on any number of opportunities since I couldn't understand the valuation. I have a hard time valuing ATRS at $350 million & the same is true with CTSO. Congrats on your gains. I don't understand why you want to be a jerk.