The key one is whether or not the company has any discussions with the FDA about Rexista and makes an announcement about the conclusions. The problem is that you cannot know now whether any such press release will be good or bad, but bad is probably more likely. If there is nothing soon, then you will likely get something around 9/25.
Meanwhile, you have the possibility of further ANDA approvals. We know they should be coming but that is not a guarantee. Nor can it be guaranteed that the ones that would be most helpful will be the ones that get approved the fastest.
Some sort of partnership on Regbatin is also a possibility but i would not bet too heavily on that.
A new CFO could give a little hope but it is hard for me to see them attracting someone who would make us all say "how did they ever convince him to come aboard?".
The obvious nasty thing which could happen would be a deeply discounted equity offering as they need money to keep pushing forward.
We will not hear about Focalin and Seroquel sales until early October but my guess is these are more likely to disappoint than excite.
Clearly, if there is a PR that offers hope on the Rexista front, some of what has been lost in the stock price will be gained back. If the FDA grants them tentative approval on 9/25 for IV, then a lot will be gained back (and the data says theys hould despite the loony ADCOM vote).
PODRAS is still the big winner here but they need to complete human trials and we don't know where the company is at with that. If they are good, the stock should jump again in a big way but it could take some time before it is treated seriously due to management shortcomings and the related lack fo institutional research coverage.
