PART 2 # Of IPCI Europe thoughts again page translated .
Investing in the American market:Will IntelliPharmaCeutics International (IPCI $) will return to fly?
When it comes time approval expected for years opens as always the debate about what might happen in the medium term for quoting the title.
As I always say each of us according to your trading style must develop a strategy that must be well carved head and apply it. This in my opinion is the only tool that can help you from the psychological point of view. Trading Do not simple but compliance with certain basic rules can be of great help both for good and for bad.
Of course, just based on the reasoning above many of you have sbizzariti with tactics / strategies each one different and each potential winner. few have decided to hold the position, all others have closed, others only a part, someone has also increased ... ..
At this point, however, you ask me, with the classic phrase, "I have done well," ?.
I obviously do not have a crystal ball, but based on mathematical calculations and I can say I've done on the blog, in my opinion.
On the basis of these calculations, the approval version only 30mg and 15mg may allow the title quotation in the area $ 4.
Throw now below a series of tumultuous thoughts and even if you do not follow a logical discourse with a beginning and an end, if they can be d 'to help those who have a position or maybe they would like to open.
As a friend pointed out on the blog there are so many companies that do not have any products approved and capitalize even 500, $ 1,000 billion only on a theoretical potential. If we take account of this reasoning, then, should dimension IPCI 100-200 $ 7 anda given the current and two potential blockbusters in the development phase, but it seems that reasoning with a potential market with mathematical data "safe" does not like that biotech investors prefer to run behind the headlines that could generate revenues millionaires or even nothing. This if we want to summarize in one word is called "speculation."
Now .... everyone will say when they get the approvals for the release of the drug from 5-10-20-40 mg ?. Good question ...... remember that low-dose versions are also those that have the most market ... .però one thing has been overlooked in the news release the other day ... or this.
As the first-filer for the drug product in the 15 mg strength, the Company will have 180 days of generic exclusivity of sales from the date of launch in the United States by ITS partner, Par.
You say only 180 days of exclusivity? For me it is a good news perhaps unexpected, but that could be worth about $ 30M.
This is the reason why analysts have now adjusted the target, they are worth about $ 30M to $ 1.50 on the price that is to be added to their calculations.
Passed the shockwaves of the news volumes are immediately fell Friday and the company's capitalization of $ 73M, of course, ridiculous figure.
One thing I did notice Matteo is as follows: where are all of the titles that pompatori with their items they take off or die quotes?. Spariti. According to me because they were all out of the way and now gnawing. Perhaps waiting for the descent of the listing and then you will see that it will revise? I think not. their A little matter of the sales of Focalin XR.
These people will come back you will see the progress of oxycodone Rexista ...... when it comes to blockbuster ... come the vultures.
This above was the first part of the article made ??Sunday but yesterday the title has come back roaring with a + 18%, bringing the market capitalization of approximately $ 87M. 'll be interesting to follow precisely the day of today and tomorrow to see if the movement up will continue.
Now what will happen in the future? There are many doubts raised by friends of the blog, and we can summarize as follows:
We will issue shares?
When will be approved or the other anda 5,10,20 and 40mg?.
The CEO is working as you have noticed in silence. It might not appeal to many who wanted strong statements, but those who know this world knows perfectly well that there are rules to follow. Having said that I if I were them I would have already made an issue in the day after the approval, the fact that it has not yet been done does not mean it is not the will, but in a perspective may also have a long way to wait sales revenue (the drug is already available in the market) but I do not think.
We do not know when PAR Pharma partner company will pay the $ 15M famous at this point to the end of December without this money the company will be cash-strapped. At this very moment after the approval will not be difficult to find, but the shareholders are increasingly worried at the moment.
At this point, with the development of Rexista expected in Q1 2014 and with the empty case something should happen.
The second question is instead a matter a little 'complicated ... down to earth .. To say it does not add up.
We know that the company and Mylan has been approved for the anda 30mg of Focalin XR filed on 15/12/2010. For IPCI in addition to 30mg was approved 15mg submitted on 14/05/2007.
The 5mg, 10mg and 20 mg was submitted on 30/3/2007 so short, anarchy reigns ... ..
I think there is a problem of maturity patents or pending legal actions, however, who assumed the approval of the first version of Focalin XR Generic for 2015 has been denied.
At this point, one thing is certain the current capitalization of the title is widely underestimated. speech We have cash in dance and an absolute silence, well ... I do not want to assume anything ..I .According me ... but something has to happen shortly.
The hypothesis is more real than a small share issue maybe in the end of December which would give oxygen, but I if I have to be honest I'm hoping for something dramatic. It's always worth having a slice of the company in their portfolio ... you never know. To you.
