HollyFrontier Corporation Message Board
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It only hurts when I laugh---obviously
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AP phase 3 results should be soon
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Whose got the Money to buy $50000 Drugs? Only the Government (And they are Broke)
by wmjack50 •May 15, 2013 10:16 AMWell the copay with insurance in Calf. on medicare is $1000 per script People are walking
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The copays are going up and the individual patient is walking away from the Drug Counter
$50000 drugs will not be bought as the new Obama Care is handed to the States -
Yes it tells the story--with 50% plus short the stock this squeeze will last until the weak shorts cover--Hedge funds perhaps have already covered and are waiting to put the trade back on at these levels-there is stock
available to short -
I would expect 90% to 99% success due to all the previous results regarding AP
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Horizant future sales--Why XNPT will succeed vs why GSK failed
by wmjack50 •Mar 22, 2013 9:21 AMthe phase 3 results for AP are for a prodrug of the active drug baclophin which is already approved. The AP
drug makes baclophin more effective so the phase 3 results should meet their end points-- The price weakness is the result of the fear that xnpt's cost of commercializing Horizant will not be profitable fast enough to off set present share holder dilution --This fear does not take into consideration the present value of xnpt's pipeline and approved drug which could be realized in a partnership or buy out if necessary at anytime - Reply to
Horizant future sales--Why XNPT will succeed vs why GSK failed
by wmjack50 •Mar 22, 2013 9:21 AMThe AP drug will give them a great product to sell along with Horizant---Phase 3 any day now--Should put in a bottom in stock price Then start up as sales of Horizant start to increase
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Just a classic Short squeeze--should run like CROC did
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Vol. really picked up with price rise today ---perhaps good news on earnings and spasticity drug AP--April 24
Sentiment: Strong Buy
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XNPT should be paid for any losses incurred due to shortage of Horizant as per their settlement Maybe in the millions as their sales force has no product to sell but can still call on physicians
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FDA allowing the use of drug data already on hand is similar to BG12 and 829
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It is very manipulated stock But GSK screwed xnpt by not selling Horizant vs their own Requip($350million sales) that is why GSK gave xnpt such a great settlement--read why xnpt will succeed selling Horizant vs GSK failure
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Barrett indicated that the FDA maybe willing to approve 829 faster due to the data presented via BG12--FDA said this is a unique drug- prodrug
case that they haven't confronted before --at least the good news is BG12 is approved and 829 is the same active drug -
All the officers have more than doubled their holding via option exercise and purchases--they also sold a few shares too
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From the poster data BG12 has a residual concentration in the stomach of animals that 829 did not have which may indicate that 829 can be taken in higher dosages and may treat psoriasis better than fumaderm(approved in Germany) as it must be dosed multiple times per day due to gastric irritation--Barrett always indicates that psoriasis is his choice application as well as MS
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Xnpt's 829 has a much better profile than BG12 check out their poster on Phase one
at the AAN meeting its on thier web site ---they are probably going for psoriasis treatment first -
check out the transactions this month and new total holdings
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XNPTat $7 is a cheap way to play BG12's approval as xnpts 829 is a better drug than BG12 in completed phase 1 study
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Yes XNPT"s 829 is a prodrug of BIIB billion $ BG12 --with BIIB approval 829 is also a potential Billion $ drug
47 million shares of XNPT divided into one billion is $21 dollars into three billion is $ 63 gross per year
So what is xnpt worth in a buy out or when they bring the drug to market?