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Wednesday, 02/01/2017 7:55:47 AM

Wednesday, February 01, 2017 7:55:47 AM

Post# of 894
The Trump CEO meet with drug execs yesterday was enlightening. One, he wants to streamline the FDA. " No more $2.5 Billion dollars spent and 15 years to get a drug." Secondly, and important for Ipsen is the request to bring manufacturing back. They now have an facility.

We also have 121 on a fast track and the change in trial structure by MACK may accelerate that process.

Once the $1.54 gets paid constant with a price of $3.11 you will have a three year call on four drugs..I include 151 which I think the company would like to keep looking at..for three years. I have a new CEO who according to my sources is top drawer. There are the naysayers who portray the clinical portfolio as stale. I think the fellow that drove us into the ground..Mulroy..was the wrong guy and
the Board was culpable.

There has been no sales in the top four institutional owners. I expect the shareholder vote to go for the deal. If 398 gets to $200 Million with off label use Ipsen made a great deal.
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