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The FDA extended the use of Bunavwell for opioid dependence . Means will ramp up Sema in the second half of year
What are they planning to use the new expansion plant for?
There are three major erectile disfunction
drugs on the market. Viagra [45%]market
Cialis and Levitra.
Viagra you have to take half an hour before and Cialis lats 36 hours and used by 45 Millionmen.
Patents for Cialis expire in the U.S. and Europe in 2017. Intellegenixhas licensed this for a film product
Viagra patents expire in 2020.
Cialis sales in 2012 was $1.9Billion.
Estimated market for ED drugs to grow
4.5 percent to $3.4 to $4.5 Billion according to Transparency Marketing.
Lily was to have an agreement with Sanofi to sell generic Cialis over the counter
without having to see a doctor that if approved could increase the market share for generic Cialis.
With Intellegenixhas license deal with Lily
I expect big big revenurs
Portage market cap is $58 M
253 M shares outstanding
current pps market price $.216
The valuation of the Biohaven IPO
casts a range of values for Portages ownership stake
Estimated values per share are as follows
attributable to each share of Portage stock
price of BHVN stock
$13. value $82 M. Pps $.32
$15. value. $92 M. Pps $.38
$17 value. $107 M Pps. $.43
Based upon this with Portages ownership stakes in PPL,Eyegem and Sentinen
it leads one to believe that Portages
stock is undervalued by over 50percent.
These values will display themselves when each of these companies go IPO
and establish a higher market price per share
Anyone have comments?
They need this money to invest in expanding their mfg a ND meeting their contracts with Endo,Chemo,Tetra ,Redhill
and others.
This money is being invested in plant and equipment and bricks and mortar on the balance sheet and their increases the value of the assets and the company.
Monday will be interesting. Don't know how many investors follow this stock
Now we should get some movement.This will put a value on Portages ownership of Biohaven in the public market.
Since this is a late stage IPO the share price should be higher and depending upon the shares they are selling.
I notice a drop in equity ownership in Biohaven to 28 percent from the 35 percent in December and wondering if Portage will be selling some of their shares in the IPO to raise funds for thensekves.I estimate the market cap
for Biohaven will be in the $250__$350 M
Therefore Portages portion will be about one third of this spread over Portages
25o M outstanding shares. resulting in
an increase in pps. Anybody have any thoughts on this
I sold a portion of my position before this
and still in it to win it and invested in some other names with more immediate catalysts.
The mentioned they needed to expand their plant too bad they did get Govt of
Canada financing like they did previously.
Obviously they need more money to expand mfg to meet their contracts
with Endo,Chemo,Tetra and etc and is
money invested in the future foundation of this company.
I am imagine since a lot of drugs are coming off patent like Singular or Montelukast they need more money to handle more repurpose drugs we have not yet heard about.
N
Nws today from Austria about igxt and montelukast and also announcement in Biotuesday about igxt and tenex
and still no momo.
What is it going to take to have igxt gets its mojo?
CNA Finance just had news about three companies in the abuse deterrent field Teva,ptx and ipci.
Yet no momo today.Hioe the stock gets its MOJO with a partnership news.
MMK would be a great partner for them
but it would be too soon for a buyout.
I thought so. Looks like they must sold
into the attempted breakoyt.
I agree that it gives them more flexibility
Good conference call received $1M in first qtr in acts receivable in Dec.
Will be expanding their plant to deliver on their contracts.Several catalyst for Tadafil and montelukast and resubmitssion of Rizaport.
Have exclusive cialis license for U.S. till 2020 and speaking to several new partners which I think will be big.
expect to launch in 2018.
Expenses will be stable and patent expenses will be lower since they got the cialis license
Yes this was mentioned in Dr Zerbes radio interview on March 16th with Jayson Blair and was just release today on the news wires .Takes a whle for this company to get the news
out .I hope the conference call later will be good news also and not a down so we dont get manically depressed over the price movement of this stock
They did have a royalty drug sales stream from Fort ivor drug sales that they hypotecated for $6M Canadian as I recall
if the sales was over a certain point igxt would get the difference. Yes in addition to that they had milestone payments
I hope the new IR firm they are paying $10 k per month handles their much better.Would like to know how to get in touch with them.
uptick news had a radio show on March 16 about some of the status on the drugs they are working in.
Working on Cialis that they licensed clear sailing here no litigation,working on repurpose g Singular or montelukast for ALZHEIMERS and dementia it is off patent
and has go thru whatever trials there are for repurosing previously approved drugs not sure what that process is or how long it will take.Rizaport going thru approval process in Europe for launch late 2017
Mfg plant completed have mfg contracts with various cos Chemo ,Endo and others
I guess more light will be given on March 28
in their earnings and conference call
after the close at 4:30
Yes hoping to see Rexista partnership
news soon!
it doesn't look like anyone is selling at these levels.See my comments on ipci and igxt on the igxt board.
I was comparing igxt vs ipci that have generic drugs they are working on
vs film both will be mfg their drugs
Both of these companies have been running neck and neck with their delayed progress but slowly moving forward
Question is when will each of them translate into having a transformational year and.
when will it be reflected in each of these companies stock price
Anyone have any thoughts on this?
price igxt $.69. market cap $43M. Revs $4.8 M mfg plant completed,have drug partners redhill,Chemo,Endo ,Drugs
Cialis,Rizaport shares outstanding 64 M
price ipci $2.31 market cap.$78M Revs $2.8 M mfg plant to be funded and built
has drug partners Par,MMK DRUGS
Rexista,seroquel,Glucophage shares outstanding 67 M
I noticed that Singulair or montelukast
used for asthma is off patent.
Does anyone know the steps that need to takem for an already approved drug
has go through and how long it would take time give the approval for this drug for people who have ALZHEIMERS and dementia
Uptick .com had a,radio interview with Jayson Blair on March 16 he mentioned signing mfg contracts with different companies Chemo and Endo were mentioned and he said there were others.?
I was looking at a comparison of ,companies that list ptgef as having
about 250 M shares outstanding ding but that the float was 24 5 M.Can anyone verify this and owns the remainder?
It was a rough day today for this stock.It
is trading like it is ready to go bankrupt
and can't make up its mind or get any respect.
Earnings and CC after close hope they have have some good news
Any body how to get tough with the new IR firm they hired
I can't find it but it was a radio interview with Dr Horst Zerbe on March 16 with Jayson Blair. I guess we will have to wait for their CC on March 28 when they release earnings
That is Riza port to be launched in Europe by Justin acquired by Chemo in Spain and also Latin American countries by the end of 2017
Dr Zerbe says that Riza port will be launched in late 2017 if it is not delayed
Working on Cialis as they are the only ones license.Montelkust working on preclinical to begin later this year.Signed contract to mfg with Chemo,Endo and other cos.Revs to manufacture film products
There was a radio interview with Dr Zerbe on March 16 with Jayson Blair. on status of rizalirt,Cialis and Montell Kusturica and that they signed mfg for some drug cost like Chemo and Endo
I think eorxnews.com had some news that
ipci was in talks with a partner for Glucophage and Rex Vista don't know how good this website is or how valid the news is
I just got a notice of reporting earnings on March 28 and a,CC. hopefully we get some positive news
Does anybody here know how to get in contact with their new IR people so that
can put their feet to the fire with our questions
I would like some news on Revs from drug sales with our partners,Cialis orogress,Monte just orogress,plant orogress,and filing for Riza port and other areas ,and the Chemo drug deals
Zsan had approval of their migraine drug
but c
osts $136. vs $5.65 for zoning M207
Wondering when they will complete making up their batches for Riza port for FDA submission.Redhill held them up because they didn't want go with another manufacturer and go for the high cost
for the new batch of APIS for FDA submission.
Evidently if igxt manufactures the film for Riza port they will make money off it.
Evidently there is a market for this even if there are more competitors
Question is when will they submit this to the FDA to get approval or do they have to wait until the FDA approves their new plant.
How many agreements do they have to reach $650 k after April 2p17. Pls clarify
I saw estimates of $.36-38 per share on my etrade quote for the stock
I am glad the stock came back aftrer that wild swing below $.70 Looks like the whol biotech sector took a haricut
When you compare IGXT at price per share $.72 with 64 M shares out and losing $.01-$.02 with earnings estimates of such losses through 2018 you wonder if the company will be able to pull a rabbit out of the hat and surprise us with a big partnership or contract award to mfg their films for someone else
I don t know which drugs are factored into the earnings estimates such Calis or suboxone in litigation which would be big.This new one Montekust is a dark horse and has not yet shown itself
IPCI stock price is at $ 2.45 with 29 M shares out with their generics has a much higher price and estimated earnings that are sooner of $.36-$38 per share
Question is who is going to win the race the rabbit or the turtle? Anyone have any opinions
I think some new articles are going to come out on the stock on Seeking Alpha
soon
Maybe that was ahead fake to determine where support is for this stock before they start playing games with it. It could be shorter or it could MMS or it could be the people that follow certain analysts
stock recommendations
While the CEO who is a scientist like the mad professor has been running this company for years and was only able to get for Tivoli off the ground yielding 6times ROI that has kept this company going. While rival port that they licensed to Redhill if it would have been approved on time would have produced revenues.The problem with the mfg API ingredients and the
non FDA approval of the mfg plant screwed the pooch for this drug while competitors kept moving forward.
They now realized that they had to control their own destiny by having their own mfg plant in which they got low interest funding.
Their old Indian president was ineffective who was fired. The new people on the team have been inking deals.
They still have their PARRA-NEW drugs that yet to bear fruit and don't know the timetable for launch and hence,sales
They were able to sell their royalty stream for $6M Canadian to keep the lights on till revenues come in from sales next year
There is still litigation to be settled on their Suboxone drug.
I think maybe people are tired of waiting since the biotechnology sector that did not do well last year is moving along briskly.
I think they only have one choice to get the stock PPS up that is they have to bring revenues in as I do not think they will want to dilute the PPS at these prices
or go out of business or be sold at a cheap price. I don't think that Horst will do that as this is his baby and after all these years wants to be recognized and have his day in the sun
Wow bad action today .Now I know why they had to hire a cross border public relations firm.
Hope they come up with a better strategy
coverage of news of what they are doing.
Don't low what 10k Canadian per month covers
Hoping to hear more progress on the status of their drugs,new partnerships,launch dates ,milestonesand plant comoletion and drug litigation
Yes I was lucky a dbought some more at these levels