Talphera Inc. (TLPH)

[kld2]

Recent non-drug related CRLs

Check out FLML and POZN.

In the case of FLML, got CRL on April 28 and share price went from 13.10 to 11.91. In two months, on June 20, it was 15.17.

In the case of POZN, got CRL on April 25 and share price went from 9.13 to 8.18. On July 2, share price was 9.23.

I would think twice before selling in panic on Monday morning. If after CC it seems the issues are minor, there is no reason why it should drop so much. ACRX has loads of cash, a MC of 400m and peak sales potential of 600m, which means MC potentially could reach 3x current value; 250m milestone payment potential with great European partner; and two or three other drugs in Ph3.

Is the above a fair comparison? Do FLML and POZN have much more potential? If CRL issues are minor, I think the gap down on Monday might be a great buying opportunity.

Be interested in hearing if I am full of it. I admit: I took a loss and it hurt, but after doing some more dd, it doesn't seem so bad. After the 8:30 CC on Monday, we will know a lot more, I hope.