Do you think the $2M new contract is over and above the $2.93 annual profit per share estimate?
Regarding Baxdela from a smart SA poster " "What is the realistic market potential for Baxdela near-term and longer term?" Near-term, we can't expect to see very large sales. The market in ABSSSI has a lot of competitors, but Baxdela's drug stands out as extremely efficacious. I think we could see over $100m in US sales in the first year and with Europe coming online and an acceleration of sales, maybe 200m the next. Let me recap again what I see the benefits of Baxdela are: 1) It does not inhibit cytochrome P450. Many drugs work with / inhibit this. This lack of drug-drug interactions is going to be a huge selling point for older patients who are likely on many different medications. These older patients are likely going to make up the vast majority of first-year sales. 2) It does not have QT prolongation. Same point as (1). 3) It's more efficacious in deep abscesses, or rather in highly acidic environments. That means it can kill the worst infections. 4) It has great activity against methicilin-resistant gram-negative pathogens -- as an example, Methicillin-resistant Staphylococcus aureus (MRSA). Again, this is more critical with older patients. It has both gram-positive and full spectrum gram-negative activity, which means that patients don't need a full workup to get this drug -- docs need only believe that they have a bacterial infection. Which ABSSSI is. ("acute bacterial skin and skin structure infection") 5) For later -- since it has more activity in more acidic environments, it will likely gain approval in cUTI (complicated urinary tract infections ) and cIAI (Complicated Intra-Abdominal Infection). "
SNOA (MC $23 M) (Cash $13 M) Shares Out: 4.3 M / 17 FDA approved products some of them are in early launch phase plus additional Product launches expected within 6 months / Profitable in 2018 = 1000%+ UPSIDE POTENTIAL..GLTA
Sonoma Pharma (Nasdaq: SNOA)
Market Cap: 22.1 Million Cash: $12.6 Million Price: $5.15
Driving to commercial EBITDAS breakeven, without dilution
Grow current product portfolio with all sales people
•Alevicyn HydroGel, Dermal Spray & Spray Gel for atopic dermatitis & dermal procedures •Celacyn for scar treatment •Mondoxyne for severe acne –launched late 2015 •Ceramax for skin repair in atopic dermatitis–launched in April 2016 •SebuDerm for seborrhea dermatitis –launched in November 2016
Launch 3 New Products –our product pipeline –one every other quarter
•Launching Loyon–Fall 2017 •Ceramax in foam and gel forms –Q4 2017 & Q1 2018
Launch and Grow New and Current Products: During fiscal year 2017, we launched four new dermatology products, including SebuDerm™, Ceramax™, Lasercyn™ Gel and Lasercyn™ Dermal Spray, bringing us to a total of eight dermatology products for the treatment of atopic and seborrheic dermatitis, scar management, surgical procedures, severe acne and “state of the art” skin repair technology. We also obtained three new FDA clearances, now totaling 16 overall. Our strong intellectual property portfolio consists of 63 issued patents and 33 patent applications pending.
We plan to launch our new FDA approved product Loyon® (a skin descaler currently marketed in Europe) in the upcoming months and have a strong product pipeline of several product line improvements, including a line extension of Ceramax™. All in all, we believe this could possibly be our best product line of new FDA approved dermatology and skincare products yet, and we believe our innovation plan will help lead us to profitability.
Just reviewing the partnered products and noted Trametinib is listed as an early stage candidate on the website. See for yourself...
This is an approved melanoma drug for those with BRAF V600E mutations. I suppose this came over with the GSK-Novartis transaction.
Since the drug is already approved, I wonder how fast this can go through clinical trials in Novartis' hands? Note the MW of the compound is >600...probably has poor PK.
I hope I'm not the only one on this board. Looks to me that the new director will make a good contribution to deciding how to spend that idle cash.
8/14/17 MR article on LGND partner AMGN- Kyprolis revenue prospects:
beautiful report, stunningly good. Should be up a minumum of 5.00 tomorrow to 127.00 as the stock has way underperformed the last year to date minus 1 percent. Time to go way up, this baby is the real deal.
Ironic that the GRA program is not among the top 6 or next 12.
Data is coming soon. Too bad we will miss the podium at the upcoming conference. Will the data support head-to-head against SGLT2 inhibitors in the market? Will there be weight loss? If this dataset supports H2H against SGLT2 inhibitors, that will be something. Would anyone care to hazard a guess at an appropriate deal structure for this novel mechanism?
I predict, as I did with 5.00 advance today, price target 250.00 early 2019. 18 monthg gain 40% plus, buy on any, ANY pullbacks. Hey, Douche bank, sell at 110.00 in June, how stupid, dense and wrong can you be. Close the doors dorks, you're completely useless, wait, no, I will go long everything you hate and short everything you like, JUST LIKE YOU CON JOB ARTISTS ARE DOING. #$%$ DOUCHE BANK. WE NOT THE "DUMB MONEY" YOU THINK i AM!!!!
same freaking trading pattern, up early, profit taknig later, no follow through.
Report: Dinaciclib demonstrates efficacy against acute lymphoblastic leukemia in preclinical testing: