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Just incredulous really. If I interpreted others sentiment correctly with my own “opinion”, RVNC recent offering is more than just disappointing, I consider it board line “offensive”.
Wall Street acts like teenagers for the most part....attitude of entitlement and all about instant gratification.....certainly not efficient.
Appreciate these buying opportunities!! 24 months from now should be very exciting!
Thank you for sharing this article. My impression is the patient population cited in this article is much larger than 25 Million, as such perhaps they used a more conservative number.
I did this week....silly if you ask me but admittedly I’m bias. :)
I did the same.....felt it was a good time to add to my based RVNC position. Should prove interesting over the next 18 months.
Noted sir. Given our friends at RVNC are still working towards RT002 for glabellar lines applications & approval, I simply object to expanding studies (expending capital) on PF and migraines until they are making a profit. Too many times we all have seen companies become unfocused and spread themselves too thin. JMHO
Investors not impressed with RVNC First ever Investors Day; significant haircut -8.25% for the day. Perhaps Brown is spreading resources and capital too thin?
I would theorize that all 3 companies will get bought out in the next 3 years. The question remains which company has the highest potential for any given large pharmaceutical company. I’d rate them as follows:
ENTA
RVNC
MNTA
With the delays we’ve seen sir, I’m not the least surprised. I’ve lost faith admittedly......
With such a tiny enterprise value of $117 million as of today, wouldn’t ADXS be more likely to be acquired given their potential? TIA
Pizza and beer party with proceeds from the MNTA ATM printing machine.
Happy Holidays to all!
Added to my position as well. Nice buying opportunity....
Pardon my ignorance please. Would the balance of the RAD stores be of interest to CVS?
TIA
Pre-Market $12.05 at 7:06 AM EST
Incredibly disappointing......
Excellent point!! Where do you think this will settle down at on PPS?
TIA
Thank you sir!!
Dew, I have no position in ADXS. Do you see this as a "potential" buying opportunity OR with the uncertainty surrounding the open issues you mentioned, something to avoid until such time the picture is more clear? TIA
IMHO - Q3 2017 little if any chance.
Q4 2017 - 50/50
With how long it takes to review documents, schedule and conduct a site visit then review the audit finding and make a ruling, I sincerely think Q2-2018 is a realistic expectation.
All that said, I thought this last February was a done deal. Huh!!
6 months since the letter to Pfizer.....another 6 months or sooner?
Too too funny!!!! I so needed to laugh today.....thanks!
Thanks jbog for the update on sales. MNTA has been ever so quiet apropos efforts to get 40 mg m-copax approved. Any thoughts on what this community thinks will transpire in by the end of 2017 as it relates to this long overdue FDA approval and launch? TIA
Respectfully yours......
Does anyone expect a positive outcome for MNTA apropos this trial?
TIA
Very much appreciated!!
Thank you sir. Was traveling all day yesterday and didn't get a chance to listen to their call. Gives MNTA some breathing room. About time we got a break.
Great news for MNTA. Could you cite the source of this information please? I haven't seen anything suggesting as such. TIA
My speculation is M923 partnership at this juncture. I'm not assigning much value to M-enoxaparin litigation or 40 mg FDA approval of M-Copax impacting any increase in PPS seen today. JMHO
I'm curious, what was your impetus for buying at this point ($14.75) in time with the uncertainty surrounding competitive approval of 20 mg and 40 mg dose(s) as suggested by Mylan?
TIA sir....
Curious about why you didn't hold out for the M923 partnership. I see this happening before any announcement about 40 mg mCopax. Thanks for you comments when you have time. Rich
Hi Dew, I see this much more valuable than the 40 mg dose approval of M-Copax and the reason I'm still in this venture. Do you see MNTA working a deal for Humira alone or the entire company itself? The market cap is pretty low in my opinion and honestly see a complete buyout taking place.
Thanks in advance.
Unusually quiet from MNTA on any type of update.....??
If that's truly the case, then MNTA had no right providing guidance that 40 mg was expected in Q1-2017. Speaking of which, have they updated publicly when they now expect FDA approval? All I think I've seen is that they are engaged with Sandoz their partner. TIA
Fascinating history and sincerely appreciate the history you highlighted for us all. Zoetis, formerly Pfizer formerly Alpharma. More of a mess now than ever before IMHO.....
I've seen tremendous growth in probiotics sector as I support the fermentation industry. The merger of Rhodia-Danisco-Dupont with Dow should prove to be interesting story to follow as well.....
Hospira still has to operate in a low cost environment so Pfizer's higher cost policies constantly collide together.
Divergent business models overall weaken PFE making this company unreliable in my perspective.
There appears to be too many known unknowns with MNTA at this juncture with this manufacturing issue that is beyond their control. Even the unknown unknowns is a real challenge to solve at this point.
Certainly the PPS/Market Cap reflects this today. Apropos the current management team, very disappointing to say the least. They seem as "lost' in all this drama with Sandoz/PFE as some of us investors. My biggest fear now being very transparent is if/when another company receives approval of the 40 mg dose prior to MNTA.
Very much appreciate your mindset and unemotional take on this situation. I agree with you in that Teva will benefit from this misstep. I've professionally been on Quality Audits both by the FDA, customer audits (Pharma type) and third party. What really bothers me is the sloppiness by MNTA for not riding PFE all the way through and making darn sure something like this would not happen. Clearly in my opinion, MNTA QA team dropped the ball and now the company will pay the price on lost revenue. Such a shame.....
Okay, not what I was hoping for.
MNTA Halted pending news.
Thanks Dew for the clarity on the subject. It is my contention that each application would/wouldn't be approved by the FDA their own merits and have nothing to do with each other and/OR any being "held up" until all applications have been completely reviewed. In this case, MNTA clearly has the advantage since their 20 mg dose product has been on the market. In your opinion, am I out of touch with reality?
Honestly, I just don't see that scenario. Holding up the approval of MNTA 40 mg thrice/week formula because Mylan submitted first doesn't make any sense to my way of thinking, but that's me. Perhaps its just the inefficiencies of the FDA that has this process going slower than most of us expected. Like watching paint dry.??