Mumford's SPILLAGE is why Antare's PILLAGES the competition, Stockvadar-alerts
The Mumford tech which Teva has relied upon is INFERIOR to Antares' current technology. You see, the Mumford injector is so inefficient at Copaxone delivery it creates if you can envision a pool of medicament close to the surface of the skin which upon needle retraction drips out. Now if you do any reading about injecting Copaxone, the users have to constantly move to other parts of their body for injections because it causes so many reactions.
Enter the Antares' assisted-injector in one scenario.
It operates at 100-300 peak psi and delivers the medicament in just 2 seconds using a needle / delivery design that virtually overcomes the patient variability (e.g. skin thickness, age, etc.) such that according the Antares' proprietary information is near 100% leak-free (that implies 99.9?%) which is like saying it works every time.
Why L-daug mentioned CLICK-IT is because Teva has a very recent (June 2017) approved brand name for said injector(s). Of course, is it Mumford, but then why settle for an inferior product?
Meanwhile, Antares already has a relationship with Teva that has proved in Sumatriptan to be an excellent start. To imagine that Teva has not been testing the Antares injector(s) is just plain silly as the two companies may be fighting over financial arrangements since Copaxone, while off-patent, remains a whopper.
That stated, there are a lot of companies like AMGEN, PFIZER, ABBVIE, that would all love to get into the Copaxone bioequivalent game and so Antares has much to gain in that space.
Now finally, this may also explain why "M" sits in where? PRE-CLINICAL. "M" is not the first letter of a drug like it was for "T" for Testosterone; "M" stands for Multiple-Sclerosis as it is a CNS (Central Nervous System) problem related to inflammation. And why it sits in PRECLINICAL is because Antares went ahead we believe and developed the tech for Copaxone and now it sits there dangling in front of Teva because they know very well Antares could turn to other suitors. Please remember, Bobby Apple spoke of "M's" financial potential as the biggest whopper of them all, or something like that.
Antares is in an excellent position, but it's also why they secured Freddy P because other than negotiating BO offers, Freddy's job is to handle Teva as Antares always has the option of turning to another BP that is developing the biosimilar to Copaxone.
We do acknowledge the DD help of L-daug in this post, but we wanted to make the effort expand of what appears to have been going on in the background. If Teva turns away from "M", Antares as its own entity is free and clear to secure its own partner, or go it alone until it secure FDA approval. Either way, Copaxone for "M" - Multiple-Sclerosis is why maybe Abbvie (Mark's team?) and others are taking a hard look at Antares.
Now finally our happy fingers realize that investors may be a little frustrated with the lack of volume and pps movement. Trust this, once MMs, HFs, and others like fellow Cayman type investors do their own DD, make phone calls, bother Jack or Bobby, they reality is this fellow investors--
WHEN YOU LOOK AT THE ANTARES PIPELINE - AS DRAWN AS YOU ARE TO Xyosted ("T") and as THIRSTY AS YOU ARE FOR AB rated EpiPen, FEAST YOUR EYES ON "M" because that is the MEGA-BLASTER OF THEM ALL! All risk assumed.
Now friends, when Copaxone hits the public wires, how high do you think this pps will soar??? HMMMM?
-sv (STRONG BUY/HOLD)
Put Copaxone in it! Stockvadar-foresees
Without referencing glatimar acetate, Antares has quietly developed (patent granted):
1. A pre-filled syringe glass cartridge
2. with a shorter penetration needle (close to 100% zero leakage)
3. capable of injecting 1 ml in 2 seconds (100-300 psi)
4. which as a needle-assisted jet injector overcomes a patient's skin thickness, various factors
5. that unlike Mumford's does not leak back on the skin.
Just CLICK IT baby!!!
-sv (STRONG BUY/HOLD)
Piper Jeffray reiterates buy on Antares with pt of $4. I know $4 is low but still better than nothing
I spoke with Edward and he said the timeline has not changed for an early (1st half) 2018 EpiPen approval. Teva and the FDA are working extremely hard and the communication is ongoing. The goal for both is still to get an AB Rated Generic EpiPen approval and nothing else so the FDA want to make sure that it's as close to the Mylan's Branded EpiPen. He did say that once they summit the NDA which there's no telling when that will happen (it could be tomorrow or early next year) and the FDA approves it Teva can start selling it right away as there is no need to wait any longer. From the day of approval they can start selling..
New position for 'Quality Engineer' in Minneapolis just listed on home base. There are now two openings listed. This is good to see.
If Connor Mcgregor can manifest a fight with Floyd Mayweather then we can manifest a buy-out for $20+, above most peoples wildest imagination, if we keep believing that it will be so and let the magic of the things we have yet to fully understand play out. The vessel is FRED @ APPLE, the bad seeds are old TEVA and MYLAN and the magic is to balance those opposing forces to ATRS goodness by manifesting greatness and glory followed by the fairest weather fan.
I had supersight surgery 33 hours ago. They replace the lenses in your eyes with artificial ones. Gets you back to 20/20 vision. I've been varying specs since I was 10. Ah how to make a long story short. I Like What I SEE😳
h55h, I'm not sure you talked to the right guy. Three down in the pecking order. Anyhow looking at the site these guys seem to deal with Teva as an investment. Teva has about 1000 meds awaiting approval of some sort or another. I would be very surprised if these guys have detail knowledge about specific products and release dates. When the head honcho of development says Launch late 17 or early 18 I'll rather take his word for it than some finance investor relations guy not because I want to but because I thing he knows more about the product and where it is.
Hennepin Technical College and Antares Pharma, Inc., Plymouth – $49,437
Thirty-five employees will participate in courses based on occupational need. The training will expand manufacturing processes, increase productivity and accuracy, and implement standardization across all product lines.
2) An oldie but goodie worth a read, loko was waiting for SV to post, since SV is such a Great researcher.....
Antares helped fund the study...it will extend the use of exenatide....do a search on Eric Klien....
Now the debbie downers have something to down........losers.....
Now get that GoFund for loko's kayak.....and loko could post s lot more....
Alright SV, and fellow real investors....
loko can not handle it anymore......
and needs to get it out before popping...
dig into these four numbers.....
then get those happy fingers going on one possible new combo.........
1) Recently granted patent...... 9707264 2) Recently filed updated patent application ... US 20170196930 .....make note of the additional claims......especially #41.... 3) Tademark.... 87244791 .......SV already made note of it..... 4) Patent application....WO2016172048......SV already made note of it.....
Put them all together, and what do you get....
ATRS is going to rock......3XW
Pre-Market News ALERT: Teva appears on track for AB rated generic Epipen, Stockvadar-summarizes
Investors learned on Tuesday that unless an overdue update appears on USPTO, Teva has abandoned the 'branded' path for the MORE FAVORABLE AB RATED path for Epipen. As Mylan's generic expired in mid-June, the FDA's been working with Teva. Now it appears investors have been 'tipped off' in advance of a formal PR unless something dramatic happens on the USPTO website.
Meanwhile, Copaxone is back in conversation though connecting the dots is yet completed. In other news rumors are spinning about a BO, the plans for BIGSHOT, and whether Antares will announce its calculated quiet season as a lot of possibilities are on the table.
As of this morning, it remains that Teva must be on the path to AB RATED approval for Epipen, risk assumed.
We anticipate more volatility in trading as a sudden drop in short positions was reported last evening. We expect recent highs to be tested as MMs, HFs, insiders have their own channels into the FDA. News also appears to confirm that Exenatide's approval is equally close which would make Q3 a banner quarter.
-sv (STRONG BUY/HOLD)
Geez, my hair has more volume...
Could be TIP-OFF that GENERIC EPIPEN is COMING, Stockvadar-follows-up
We consulted with resident expert L-daug regarding the observation that either Teva has let Rescuject & Jr trademark's expire including Jecteva, or it could be the website has not been updated--if so it is way out of date.
In response the King of DD, L-daug responded: "Due to different filing dates, it looks like some of the jectva TMs missed the deadline as well, the others are close to being abandon. Will need to check for updates, because as noted, maybe it is just a technicality." And he then added: "One could only guess Teva gave up on the idea of going the Branded route and will just have a generic Epipen...Or worst, no epipen...."
Bravo! And here's why Antares investors this may be GREAT NEWS IN THE OFFING: Most likely it is not "no epipen" (Well let's hope not), but MORE LIKELY it is an early sign that Teva is being granted the AB rated generic Epipen!!!
We believe Teva is aware that is going to gain Epipen AB rated approval, thus no need for the trademark names. Put another way, investors might see this post for what it could be: an early TIP ahead of a PR that Teva has been granted approval.
This post could stir a market response once the clear logic is understood. PS - L-daug also acknowledged that something could be in the works for "BIGSHOT".
We believe Antares' pps is going higher.
-sv (STRONG BUY/HOLD)
NEWS ALERT: Why the PPS could EXPLODE UP, Stockvadar-notes
Here's what's happening. The USPTO that regularly updates its website shows that there has been no trademark extension filed for Rescuject & Jr. We provide Rescuject's data for examination. As you'll see, it is WAY OVERDUE as Teva was suppose to file by July 5 and 19, 2017. They have not. Jecteva & Jr. are the same story.
Rescuject serial #s 86916805 Jan. 19, 2017 ITU Extension Approval Jan. 19, 2017 ITU Unit Action 86916804 Jan. 05, 2017 ITU Extension Approval Jan. 05, 2017 ITU Unit Action 86916803 Jan. 05, 2017 ITU Extension Approval Jan. 05, 2017 ITU Unit Action 86916799 Jan. 05, 2017 ITU Extension Approval Jan. 05, 2017 ITU Unit Action
Therefore, if Teva let's these trademarks fall to the wayside, it means they apparently are not going after a branded epinephrine, and actually, that makes sense. Sense because, it means they are on the path with the FDA to be granted the AB rated epinephrine generic; the very goal that give Antares a bonus upon approval.
Since mid-June, the generic runway has been clear for Teva. Apparently Teva must have a high degree of confidence that the AB green-light is coming, and now probably, very soon. The reason why the pps could explode up in advance of the PR is because MMs, HFs, insiders, etc all have that unspoken-magical ability to know when to buy. If our observation is correct, this trademark revelation is giving the market an advanced tip on public information. After all, why would Teva let its trademarks expire unless they had a high degree of confidence that approval was coming? After all, if they didn't get AB rating, then they could go the branded product route. So it appears that Teva has exposed what's about to show up in a PR, and it also explains why Antares has been very very quiet.
It is also obvious that once this information was made public the pps began a slow climb, almost as if seeking to remain below the radar. Finally, it's a given it's always a gift to buy in advance of positive news, but that is always up to the investor's own discretion as any of this is not without risk. If the USPTO suddenly updates, though every day it becomes less likely, then...
Ourselves, we think the probability of gaining AB rating has gone way up.
-sv (STRONG BUY/HOLD)
Short interest down over last two week reporting period 6/30/17 8,834,048 7/14/17 7,404,340
That is a considerable decrease over a two week period. Very good sign and could be an indicator of approaching news ?
Update: AB Generic EpiPen ONLY Option? Stockvadar-breaks
Branded names remain grossly overdue at this point on the USPTO website, again suggesting that Teva is on the homestretch of announcing the AB rated generic for EpiPen.
Trading is yet to respond to this good news. And Antares is now setting the record for remaining silent suggesting something very positive is in the works. Still, investors are feeling frustrated as the market goes higher. Pay-day could be very soon, and sudden. Nerves of steel on Thursday!
-sv (STRONG BUY/HOLD)
Why have Teva NOT RENEWED Rescuject Trademark? Stockvadar-asks-L-daug
Trademarks once approved must be renewed by extension until a company markets the product. That renewal is every six months which Teva acted upon for Rescuject and Jr. back in January 2017. The thing is, the extension period has passed and unless the government needs to update its files, there is no record of renewal extensions. For example, Rescuject was renewal-extended Jan 5 & 19. 2017... point is THESE ARE OVER-DUE. Why? Perhaps the wise, knowledgeable, ambitious, kind, gentle, clairvoyant L-daug can inform investors about this?
NOW THE BIG NEWS (Yup, tucked inside this post on Rescuject). It's a REAL SHAME L-daug didn't post about this, we will-- ARE YOU READY?
Jan 10, 2017 got approval for this Trademark. On July 12 2017 Antares was granted its first extension. Its name: BIGSHOT. The question is, If Antares is ALREADY saying that Xyosted will be the "T" name, then what's BIGSHOT for? It seems like Antares has something cooking and here again we turn to L-daug to enlighten all of us. Of course, we all know Teva has a product requiring a BIGSHOT, but why is Antares moving this trademark forward? What's the project?
We have more, but seeing how the pps went up we'll hold off.
-sv (STRONG BUY/HOLD)
Earnings from SUMA should be almost flat. Q4 16 Market share 19%, Booked in Q1 17 Q1 17 Market share 21%, Booked in Q2 17 Q2 17 showing a large pickup as mentioned by the company in one of the last presentations. No miracles from OTREXUP but anyway all that is not to important. It's all about the next 9-12 months. Approvals Galore
Two big buys in AH over the past week. Somebody is in stealth accumulation mode. A big FILL will set the MMs into overdrive to skim shares by dropping the SP and taking out YOUR stop(s).
Right now, the August CRL Desert can be navigated and or obsoleted by the company via the following;
- new pen approval in EURO with an impact statement. IE- with this approval we see a ramp in X$s/qtr over the next X qtrs.
- deliver rev. of $15M/qtr. This is roughly B-E. B-E is important as it enables a BO offer.
- update on any positive FDA info. IE-- they might have passed the manufacturing visit or the label is a GO, any or all of these say: XYO is Approved, just waiting on the final notification.
- This is the biggie: IF the company is going to self market XYO--then we need to hear solid updates about their intended market share goals, their plans to capture that share, their projected lives potentially insured/covered for XYO pending FDA approval on Dec. 1st, the start of pen production date( i.e. Oct.21) and their first IN MARKET date for the sales force.
--- IF the above is NOT stated firmly, then we know that discussions are underway for a BO
I am not asking them to lie or to divulge secrets, rather that they support the SP which is undervalued by 2-2.75 times their near term potential. I want to see $8-9/sh by FDA approval. And a clear commitment to greatness by aggressively pursuing the TESTOS NEEDLE market and to some extend the TESTOS PATCH market.
Good day to release news!!!
AMAG Pharmaceuticals to Host Second Quarter 2017 Financial Results Conference Call and Webcast on Thursday, August 3, 2017 at 8:00 a.m. ET
GlobeNewswire•July 20, 2017
WALTHAM, Mass., July 20, 2017 (GLOBE NEWSWIRE) -- AMAG Pharmaceuticals, Inc. (AMAG) today announced that its second quarter 2017 financial results will be released on Thursday, August 3, 2017 before the U.S. financial markets open. Management will host a conference call and webcast at 8:00 a.m. ET to discuss the results and provide an update on recent corporate developments. Dial-in Number U.S./Canada Dial-in Number: (877) 412-6083 International Dial-in Number: (702) 495-1202 Conference ID: 36834416 Replay Dial-in Number: (855) 859-2056 Replay International Dial-in Number: (404) 537-3406 Conference ID: 36834416 A telephone replay will be available from approximately 11:00 a.m. ET on August 3, 2017 through midnight on August 9, 2017.