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And those shareholders are the ones I care about.
Not the weak, the traders, the flippers or the shorts.
Thanks for your adds here explaining the merger etc to everyone, much appreciated.
Peace out.
Remember Ascena is 49% owner in this going forward everything is starting to look simply beautiful, now just finish closing DB down, get all that inventory cash, cut all those costs and someone sell that social experiment they call Justice.
https://chainstoreage.com/maurices-comes-out-gate-strong-under-new-owners
Peace out.
Ambulance chasers just put out PRs to hope they can get something. Perceptive is an insider (holds 18% of the stock) in the end I think it is good for FOMX, not so much the other way around.
Peace out.
Strong combined balance sheet with cash through H1 2021
Foamix shareholders expected to own approximately 59% and Menlo shareholders approximately 41% of the combined company, subject to adjustment
Foamix Pharmaceuticals EPS beats by $0.05
https://seekingalpha.com/news/3517435-foamix-pharmaceuticals-eps-beats-0_05
Conference call and webcast scheduled by Foamix for November 11, 2019, at 8:30 a.m. Eastern Time
FOMX had a river of catalyst the next 7 months, now with MNLO's pipeline the river got wider and runs deeper
They are at/near PDUFA stage I think on a couple
Now we can see why the Biotech whisperer Joeseph Edleman more than doubled his position in August, these boys at FOMX know what they are doing IMHO.
OOps can you please delete that I screwed the pooch posted to wrong board.. Sorry guys.
Strong combined balance sheet with cash through H1 2021
Foamix shareholders expected to own approximately 59% and Menlo shareholders approximately 41% of the combined company, subject to adjustment
Foamix Pharmaceuticals EPS beats by $0.05
https://seekingalpha.com/news/3517435-foamix-pharmaceuticals-eps-beats-0_05
Conference call and webcast scheduled by Foamix for November 11, 2019, at 8:30 a.m. Eastern Time
Also depends on if the shares are open market offered or straight to tute offering, we shall see.
In the long run makes no never mind either way, I think a significant portion of the money is needed for Japan operations, I know go on about that, but, very big opportunity there and as mentioned I believe the partner in Japan filing for medical device manufacturing license in Japan just before partnership was rather telling.
Very big opportunity in Japan IMHO with Olympics/Govt. as well I think it will be the largest cosmetic market including larger than future US market.
FDA and their BS should have passed the juvenile use as well last year, bureaucratic nonsense, cannot sell it but we will let you treat people for free, BS. 6 months from now (as I believe priority app will be filed) it won't matter with juvenile approval revs will jump 100% overnight.
Peace out.
Much coming before then.
Peace out.
Crickets...…………...loved the day.
No, they just know after open on Monday less than 24 hours away from ER showing revenues up 100-150% fro same Q 2018
I personally feel could be 200% all depends on how the commercial launch went, it launched week and a half into the Q and the sales to hospitals etc had it up 51% per Q over 2018 but commercial sales are supposed to be 80-85% higher than institutional but only being first Q of commercial launch cannot rally expect 4X revenues on commercial side, but we will see.
PDUFA is awesome no doubt, Zimhi opioid injector will far surpass ephedrine one and we already have a partner in Novartis so will get up front payment etc, all that is good.
But, you and I both know what brings the tutes heavily (who have been adding the past 2 Q's) is revenue increases especially when they are the 100%+ variety.
So we will just have to see, it would mind blowing to get PDUFA partnership announcement, with the upfront payment etc Monday then turn around and get the blowout ER Tuesday, this could get stupid real fast, but, when do things work out that perfectly?
But Q coming premarket Tuesday and everyone knowing its gonna be great was this afternoons run IMHO, the heavy selling at close 1.2 mil shares last 30 minutes was flippers who don't hold weekends and shorty trying to stop the train and hoping for some dippage Monday AM, we shall see.
Peace out.
Closing in on 2 million in volume just not doing it for ya?
November 8, 2019 9:04 EST Montage Resources Capitol One Financial raised from Equal-Weight to Over-Weight
Well, of course they did, never had a doubt.
Montage Resources Corporation Announces Third Quarter 2019 Outperformance, Lowers Cash Production Costs Guidance and Increases Midpoint of Production Guidance for the Full Year 2019
https://www.businesswire.com/news/home/20191107006021/en/Montage-Resources-Corporation-Announces-Quarter-2019-Outperformance
Nice, have to admit they keep all the bases covered with protecting their goods etc.
Its good to have something to protect and sue people for and win, shows its a decent money maker.
Peace out.
I would not think so, MR is half what it should be and CHK has a long storied history of being a not so above board company.
MR on the other hand, constantly beats revs/earnings estimates Q after Q year after year, we shall see.
Peace out.
Tht will be good, but, I beg to differ my friend its the revenues its always about the money. look at the % increase year over year, Q over Q this year just with hospital institutional sales which are supposed to be 15% of total sales....the real money in retail market.
But, I do agree, long term the opioid injector as it is the only double does and will be for the foreseeable future as we know how long it would take a competitor to break in as they have to do the entire process over 18 months-2 years.
They are using auto injector different game, and fentanyl is an epidemic, not pumping, just reality. Independent articles, tv media stories all say the same, multiple shots of single does and many it doesn't get to them quick enough as a double dose from the jump does, this could be the real money maker. Should do 30-35 mil this year in revs, did 15 mil last year the opioid injector could get to 9 figures 100 mil. it is that big of a market and when you are the only game in town for the double does, business is good.
We shall see, we know we have a partner right from the jump that has probably been planning right along to go full on into production, no way Novartis/Sandoz lets this slip through their fingers being that they are partners on the ephedrine injector, no way in hell.
We are both right, we already won the game, we just need to find out the final score which will come, maybe a year 2 years from now, but in between its profit city.
Peace out.
I am going to start digging on this, I think this has been a heavily manipulated shorted to death company that got sick of the BS and voluntarily delisted. Many good companies on the OTC that don't/won't put up with the BS.
With SimpllyMac acquisition September 26th they are the #1 Apple reseller, which Apple confirmed, not using as pump nor should it be, just a statement of fact.
I am gonna do some digging, have to find out how this company got shorted from $3+ a share in 3 months to under .50 let alone under a dollar, I smell some FRAN BS going on here, no one knows the true facts so manipulative mf'ers on Stock Twits have been left to #$%^&*()_ with it.
RMerger 18 months ago from respected Argentinian boutique Apple reseller to the Daq then acquire the #1 reseller in the US. Now will be doing $5 per share going forward in revenues but people saying it should have a market cap of $900K the Warren Buffets of the internet know it all crowd, well I am going to see what I find, the truth is always vastly different that what the hustlers and pimps are selling.
Just a couple links, one from Apple, and a couple more that hightlight both stores, these aren't some backwater banana republis companies they are being made out to be, fatr from it. As I find it and anyone that knows me I will...………….I will bring it to everyones attention.
9 million OS insiders holding/buying $2.60+ last 12 months no insider sales yest the management is a scam? Really, do tell, no, I will just find out the truth on my own.
If anyone gonna get a taste to see what happens do it on the dip let them sell it to you at a 1-2 mil market cap valuation, and thank them for it.
60 of these stores 17 1Click and 43 SimplyMac but they aren't worth anything because Johnny Stock Twits Buffet says so, okay, sure.
Peace out.
http://www.coolholdings.com/corp/cool-holdings-to-buy-simply-mac-from-gamestop-as-it-executes-expansion-plans/
https://appleinsider.com/articles/19/05/10/cool-holdings-plans-purchase-of-apple-premier-partner-simply-mac-from-gamestop
https://store.simplymac.com/
https://home.oneclickstore.com/
http://www.coolholdings.com/corp/tag/oneclick/
http://www.hoovers.com/company-information/cs/company-profile.simply_mac_inc.69e110db0b26972e.html?aka_re=2
Isn't that a b_tch oh well w ill have to see how it plays out, only going to OTC not hell. 50% haircut but we don have a couple days with SSR and a lot of shorts will be wanting to cover, the larger hedge fund variety from multi dollars.
Will just play some from the bottom as well so when pops back am green already.
Did not see that coming, swing into a hold for a minute.
It is what it is.
Peace out.
This looks like it is going to do a Kentucky Derby impression as it heads to earnings.
Peace out.
Wait til the ER shows 100%+ increase in revs this Q over 2018 Q been hitting 51% up year over year first 2 Qs that was before commercial launch July 9th
Then watch with the Zhimi pdufa the 100 mil a year rev injector and we already have a partner Novartis/Sandoz they won't be letting it get away.
Congrats all, I never had a doubt.
We already won the game, we are just waiting to see what the final score will be.
Peace out.
NP brother, someone got confirmation on ER today it is Nov 12th should be getting PR about it. That IMHO and OMHO is where people are missing the plot pdufa's etc get a run but only the dollars keep it there, and only growing dollars keep it rising.
2018 full year revenues $15 million
2019 first half with only hospital sales etc for Symjepi which company has said hospital sales still growing but in the end they will only account for 15% of sales and in 2 Q's $11.6 million already compared to 15 mill all 2018 now with the commercial numbers starting, shit.
This Q will have Symjepit commercial launch for retail how much will that make second half of year? We will more than double YoY revenues this year and with Zimhi approval and Novarit?Sandos on the ball ready to roll with it, what would rev's be during and opioid crisis in 2020?
That's what is important IMHO pdufa is great but the money, its all about the money that's why there is a stock market not for prs etc for revenues and revenue growth. JMHO.
Peace out
Go either way? How would/could one come to that conclusions, seriously.
Everyone here knows why it was delayed the PK study that was asked for and submitted in September. Why they needed that is beyond me, wasteful government action as usual.
https://www.globenewswire.com/news-release/2019/09/03/1910064/0/en/Adamis-Pharmaceuticals-Provides-Update-for-Naloxone-Product-Candidate.html
https://www.fool.com/knowledge-center/what-is-a-pdufa-date.aspx
The injector I already approved.
The drug is already approved.
The only questions is/was about the dosage which is also a how could they not pass it. It is an exercise in futility as the average fentanyl OD requires multiple injections of naloxone and because it goes one after another rather than a double dose all at once many times the person dies.
That was/is the whole reason behind this thing in the first place. Govt wants a solution, NGO's want a solution just relax.
https://www.foxbusiness.com/healthcare/opioid-crisis-narcan-naloxone-rise-fentanyl-roger-crystal
Besides the fact ADMP is grossly undervalued on its current revenue stream now anyway which is going to go from 51% increase per Q to over 100% this Q since Novartis subsidiary Sandoz had the commercial launch of Symjepi.
All this "I'm nervous/uneasy" talk is manipulative and BS. Only people who are nervous being in this stock under $1 right now are either stupid or lying.
I remember someone on this board who was so nervous about FRAN they set their sell @5 and change woke up late and the ship sailed and their shares sailed with it.
People emailing the company left and right yesterday and posting all over the net for them to come out and say if they heard yet or not and that would be fine just say something. So they go and do just that and still the hustlers and pimps out trying to play the stock, oh what does the PR mean? It means you asked for it and they gave it to you.
If the stock dips today and people aren't adding they deserve to not make a nickel in the market, you already won the damn game with the revenue stream that is flowing, just sit back and wait for the final score.
Peace out.
Charming Charlies small boutique retailer $1 mil +
Dress Barn being a 50 year old institution and the sheer amount of business the site does $90+ mil a year and the millions of emails, etc probably way up from CC's but how much not a clue.
We will all know on the 9th of December.
Peace out.
It is the only treatment/drug for whatever it is for that is another reason it was on priority list.
I must admit I did not look to deeply into what the prospective market was for the drug, I am sure it in on an investor presentation on their website.
They have zero competitors for it worldwide so marketing it, should be by all accounts a no brainer.
I am sure patients and doctors in the field have been anticipating the approval this drug.
Peace out.
Well of course novice.....you know there is always a reason with me.
Want to see if the revenues in Q 3 jump 100%+ from the revenues last year or just the 45-55% they have been this year.
Q1 2018 $3,179,235
Q1 2019 $4,905,772 up 54% year over year
Q2 2018 $3,920,566
Q2 2019 $5,764,899 up 47%
Q3 2018 $3,832,935
Q3 2019 My guess and only my guess $7,841,132 up 105% or more, I could be crazy, been accused of it before but actually I think I am being conservative, we shall see I am also look for year over year revenues to end up being up 100% even though the first half of 2019 are only up 51%.
No one has been attention to the numbers which is all I ever look at because that long term and for the real growth in a share price is all that matters.
I mean it blows my damn minds, EPS dropping revenues up 51% YoY looking to be up 100% on the year. In 2020 with Zimhi next year they should be up IMHO and MHO only I think they will be up 200-500% in 2020 over 2019.
Yet people screaming about Adamis management etc who has zero to do with the marketing, selling, contracts, lobbying of state and local governments when it comes to Symjepi and soon to be Zimhi.
I mean you have a company Novartis a $52 billion a year company in control of all of the above and people just toss that aside and yawn? Okay, oh brilliant minds of the chart trading world, thanks for the long term $$. Do as you please short term I will be banking my 300-500% gains soon enough as I can think beyond the tip of my nose.
I like when they go up stay up and continue go up Q after Q year after year, like an investment should. Usually I don't give a toss about revenue estimates especially when it comes to biotech's, but, when you show me the money, you show me the $$ growling and a clear path that it will keep growing, well then, I'm your Huckleberry.
Peace out.
NG breaking 2.80 in EU/Asia can we finally break $3 and get this party started, the bullish whip cracking on NG co's should begin in earnest soon after.
Not that MR needs it with is 9th consecutive beat coming forthwith.
Peace out.
The thing I find the most comical about this whole situation is that shorts/hedges were able to fool people for so long on the whole Adamis management could somehow screw things up for Symjepi after the contracts were signed and Novartis a $51.9 billion, $1 billion a week business took control of all sales, marketing contracts etc.
That Adamis could muck up anything except in the depositing of the very large checks.
Even after seeing the Q's since then jump QoQ by 40-50% and now with the commercial launch 1 week into Q3 July 9th by Sandoz/Novartis before the nationwide commercial launch of Symjepi July 9th and before this in August.......
To ensure access for U.S. military personnel, retirees, and their dependents, SYMJEPI has been added to the Department of Defense’s (“DOD”) Uniform Formulary for Tricare, now effective as of early August. Public records indicate the DOD’s budget for epinephrine in fiscal 2016 was more than $57 million.
What do you think Thursday will bring? And when Zimhi sales/marketing/contracts are taken over by Sandoz/Novartis what then? Because although not announced yet, you can bet your last dollar that Novartis/Sandoz already has Zimhi locked up IMHO.
ADMP management screw things up with Symjepi, that is laughable. But was a good hustle by the manipulators and players.
Peace out
Sounds reasonable as reasonable as anything else. The shares price I don't think it needs protecting, may have a short term dip with tax loss selling but, those that do take a risk will it stay down for 30+ days or not.
I for one have said what my plan is I will double my position as did with the other, I see those as opportunities in these situations.
But, everyone's situation is different, but, also in my what is considered ancient way of thinking in market terms, holding through a dip because of RS tax loss selling etc means nothing in the big scheme of things.
Fact remains one brand will be sold, and March and entirely different Q will be released, one not seen in 2-3 years and we all know how that story ends.
Back in the day, 20_ years ago if you got 100% return in a year you were dancing on the ceiling. As well when selling some of your sack next year for profits when Ascena really hits its stride and has a year of solid profits under its belt, those shares bought a year or more get taxed at an entirely different level.
Either way, this is one that all will win on in 2020 some more than others, but, the one route I consider the most dangerous is the tax loss selling route, anything could happen before that 30+ days is up.
Peace out.
FOMX option volume was 6X normal on Friday with 2,607 contracts. Call volume was 100% and put volume was 0%.
https://marketchameleon.com/Overview/FOMX/OptionChain
Yeah I would venture to say you are closer than me, like I said I don't get the whole domain/customers/all that I just never went deep on the tech/dot.com thing, just haven't a clue how to evaluate suck assets.
Maybe not a fellow investor on another board that uses a lot of that tech valuations said $288 million here is his post,
ThomasCoutts don't know but the ecommerce site revenue is 96.2 million based on 13%.
source
https://feinternational.com/blog/value-and-sell-an-e-commerce/
plus
"Depending on the fundamentals of the e-commerce business, most companies will garner an earnings multiple of between 2.5x to 4x. So, an e-commerce business with $4 million in annual earnings and a 3x earnings multiple achieves a valuation of $12 million."
feinternational.com/blog/va...
so approximately 288 million?
Out of my wheelhouse for sure ha ha. I am still looking for the coke cooler with the small green bottles LOL.
I am a zero under you, almost I am guessing 25-30 million but like you that is just my humble opinion either way ++ and ++ LOL. I could be way off, I haven't a clue about domains customer lists etc etc, I am to old school for that, like trying to understand Greek. They did $90-100 mil in revenues online right? So it is kind of a going concern and profitable if just looking at the online aspect of Dress Barn, I don't know, I hope they give us an inkling during the CC as if it is 9 figures that is an important factoid.
We already knew that a large hunk from the inventory $90+ mil their cost in the last Q would be added to the cash pile on the balance sheet the jump in the last Q was rather substantial, not all came from Dress Barn but I believe 50% did, we have to remember their was a clean pout of old stale inventory at Justice, Lane Bryant and Catherine's as well.
I think there will be an uptick in the prices for merchandise as I have said before as the close down will be happening during the holiday shopping season so advertising for the sales will not be as prolific as you have a captive audience already coming out shopping anyway and the national and local news since the announcement Wednesday has been prolific to say the least.
Every news organization nationally has covered it and pretty much every local media organization whether it be print or local news has covered it. Does not sound like much, but, it is, when you don't have to advertise heavily that you are closing a store let alone 550 it save quite a bit of money.
This summer/fall I have seen some local articles on closed Dress Barns being re-rented one now is opening as a Sketchers.
https://www.djournal.com/news/business/kings-crossing-development-to-open-skechers-location/article_c2400adf-65b9-54aa-9fe2-4fcb6e740fb8.html
That is another thing people didn't realize a lot of these long time stores have held premium spots in smaller locals and they won't/don't stay closed long. This surely helped with exits from many leases, long standing relationships and the ability to re-lease certain properties ideed helped.
All the doom and gloom that was showered up ASNA DB leases will BK them, then after that wasn't the case, oh the holdouts are holding their feet to the fire that 10-15% of landlords will screw them up, again not an issue, stores closing cash piling up, intellectual property sold more cash piling up and NO Debt payments due for a year.
The boogie man was a bedtime story as we knew it would be just like it was it was for FRAN, 2.0 mark it. Market cap will be 4-5X what it is today in March/April no matter what shorts do in between the end story will be the same end story, those that don't close out soon enough, will find themselves starting the year out negative, quite so.
We as holders don't lose a nickel til we sell, they on other hand continue to lose and lose more by the day once they miss that sweet cover spot.
Tick tock ladies, start making plans, would love some more games played actually so can double my position on the lows like I did with FRAN, got my plan gets yours shorty.
Would love a surprise sale of Justice like this sale f intellectual property happened, that one will be explosive and costly for some
Peace out.
$ASNA Any guesses on what they got for the Dress Barn intellectual property/website etc?
IMHO at this point this company/stock is at its most investable time at a price that is at its best price point not only for short term appreciation but long term growth long into 2020, and I say that with 100% conviction the numbers speak for themselves.
The nature of "trading" and the large groups that play stocks with no idea whatsoever as to the fundamentals of a accompany just what they can push and hustle from their own distorted misrepresentations of the realities, has made this IMHO one of the bet investments for return in the biotech sector, bar none.
The company was valued far above the current market cap when the thoughts that down the rod they would have their US Compounding business reaching profitability which is in the near term now. The thoughts of having Symjepi and a major player on the space as a partner with Novartis subsidiary Sandoz. That the company would have revenues rising QoQ and YoY with those numbers set to jump dramatically with the commercial launch of Symjepi. Finally is was being value more when Zhimi was just a thought of being which is just about to hopefully be reality.
With all of those things realized how can it be valued what it is? Not for long regardless of Zhimi pdufa which in the current opioid overdoes climate and the push for more powerful opioid inhibitors. The game is getting ready to change and all the nonsense is getting ready to come to a halt, bare minimum let the revs jump even double the $900K+ they have been jumping this Q, triple quadruple, well those who have been playing the short game will find themselves in a rather precarious position, I will enjoy such an outcome.
From the Q2 CC...……….
Sandoz has publicly stated that effective immediately (July 9th), over 60% of commercially insured people in the U.S. now have access to SYMJEPI through national and regional payers. The Symjepi also being a lower cost alternative to expensive auto-injectors. These formulary additions demonstrate Sandoz's commitment to improving patient access from life saving medicines like SYMJEPI. Additionally, we believe that Sandoz has doing extensive marketing campaign and they will be visible in major scientific journals, as well as via press, such as USA Today and the New York Times. Back to school ephedrine sales are 3
Although, it is certainly not reflected in our low share price, I believe Adamis has never been more valuable. I will repeat that, never more valuable. With the potential upside of SYMJEPI and US Compounding reaching breakeven on the cash flow basis, as well as the possibility for receiving our third product approval in three years for ZIMHI, I still believe 2019 will be a great year for our company. I never once thought that we would not exceed. I believe our obstacles will eventually be turned into our successes.
First, the second quarter revenue grew 70.5% over the first quarter, approximately $5.8 million and $4.9 million respectively and 47% over the second quarter of 2018. This increase was attributable through the continued growth of US Compounding and manufacturing revenue related to the non-retail launch of SYMJEPI.
Gross profit for the second quarter grew 64% in the first quarter, approximately $2.1 million and $1.3 million respectively, and grew 37.6% over the second quarter of 2018. This increase was attributable through the limited launch of SYMJEPI, and increasing margins at US Compounding.
I would now like to update everyone on the clinical progress of our high dose naloxone injection product known as ZIMHI. As a reminder, naloxone is an opiate antagonist and is considered the drug of choice for immediate administration to treat opiate overdoses. As you know, the accidental opioid overdoses have become a public health crisis to the United States, with the number of deaths due to opiates increasing fivefold since 1999.
Importantly, the largest and fastest growing component of this high rate of mortality are due to the potent synthetic opiates, such as fentanyl. We believe that this dramatic increase in the [use] of synthetic opiates currently a brief approved dose to naloxone maybe inadequate. That is why we believe there's a public health need for our high dose ZIMHI product candidate.
Q&A From CC
Lucas Lee
This is Lucas Lee on for Elliot Wilbur. Congrats on the quarter, and I have a few questions that I would like ask. First one is on SYMJEPI. I see that SYMJEPI sales have doubled sequentially. Can you give us more color on the progress of the launch since Sandoz made the expanded launch announcement in early July?
David Marguglio
This is David. I'll take that. Obviously, with just a few weeks passing since the launch, it's very early for us to make any sort of judgment. But the activity that we can see our with regard to marketing and commercialization efforts by Sandoz, we feel very confident and in the current trajectory. And so we would expect to see an increasing growth curve for that product now that it's launched into the majority of market.
And although, we covered this, I think to some degree on the prior call, I'll go ahead and reiterate that the beginning of this phased launch that occurred earlier in the year only focused on the institutional market, which represents about 15%, one-five, of the overall market. Also, was exclusively with the 0.3 milligram dose. So now with the full launch that occurred in July that opens up, obviously, the other 85% of the market, as well as bringing on the second dose. So we think that the really jumping off point for this product started in the beginning of July.
Lucas Lee
Next one is on US Compounding division. I see that the revenues are improving sequentially. How should we think about this revenue trend in the second half of 2019? Do you think this division could help slowing the cash burn for the parent company?
Rob Hopkins
This is Rob Hopkins. Yes, that's the anticipation for the second half that US Compounding would begin to contribute back to the parent cash.
Jason Kolbert
I was trying to get a handle on the recorded sales and the proportions of where you are in the professional market. And I'm assuming that we really haven't seen at all the impact of the retail market, which could be quite significant. And I'd also like to dovetail onto that. How -- as a competition heats up and the epi market? How -- where is pricing today? Because depending on where I do a channel check, I get different number. So that would be very helpful, David.
David Marguglio
Sure. So the institutional market, as I've previously stated, is obviously a small slice of the overall market. But this is important because there's a lot of influencers within that market. And that market as it defers from the point of sale transactions that you see on the retail side, tend to be contracted and those contracts tend to take significant lead time. So the good news is once you're in, those contracts are established and those relationships are moving forward that there's a sizable amount, I guess, from each of those individual customers that can be expected as far as revenue. But the offset to that is that those relationships take some time to put in place.
So I think that is why the sales on an institutional side for the first -- not even Q4 quarters that we've seen have been a slow ramp. I think that we should expect to see a significant uptick on the institutional market. But as you alluded to, with retail being 85% of the market, even a slow ramp on the retail can quickly eclipse all the current sales on the institutional side.
Okay, so.
Now, don't get me wrong Zimhi is going to really exponentially increase the outlook for ADMP, no doubt, it will be huge. But, the company has already surpassed so many milestones and is now trading at such a discounted price because people are just missing the plot, its like all the manipulators, traders, shorts etc. are saying look over here, look over here, ignore all that cash rolling in look over here at this pile of shit nonsense we are trying to push. Light bulb getting ready to come on, watch. I am not going to say what it could be, but, anyone with a lick of sense looking at the numbers/growth of Q1 & Q2 and reading the questions and their answers can put 2 and 2 together, lets just say people are just missing the plot, they cannot forest for the trees as they say..
Q&A from CC on Zimhi
Lucas Lee
And lastly, can you give us little more update on ZIMHI. I want to hear how the discussions being going with the FDA. You also indicated that you're working towards finalizing the partnership prior to the approval. Could you give us more color on that? And also if approved, how quickly do you think the partner could launch the product? That will be it, thank you.
Ronald Moss
So, this is Dr. Moss. We continue to work with the FDA throughout the NDA process, which is fairly typical. So far we have been able to, I believe, satisfy their questions that they've asked. And we are really focused on providing them with the updated clinical study report on the new study by the end of September, it was the target date. So overall, things are going well with them. And they worked with us very diligently with our proposal to change the reference drug as noted in the kaléo negotiations.
David Marguglio
So this is David Marguglio. With respect to the partnering process, that is ongoing and those discussions are confidential. But the timing, as I've mentioned in my prepared comments, is targeting a resolution for our commercial plan prior to an approval for the product. The overall goal for that and doing so is to reduce the timeline to as short as possible with respect to the delta between approval and a launch.
Now you asked directly what that time line may look like. Unfortunately, that's going to be determined by our eventual commercial partner. But I can tell you that we are going to great lengths to ensure that it is significantly compressed over what we went through with SYMJEPI.
If you add or start a position as I always say don't slap that ask bid sit that thing let them dig their hole further its the retail shorts players messing with it now as hedges have already been covering, retail both long and short are always the last to see the writing on the wall. Retail shots always miss the switch and chasing a 10% short term downside miss a 100-300% upside, its in their nature.
Some of the commercial launch press and marketing.
July 10, 2019
https://snacksafely.com/2019/07/watch-how-to-use-symjepi-the-prefilled-epinephrine-syringe-now-available-in-pharmacies/
The next news video comes from a Consumer Reports segment it appeared across the country at all local tv stations as well as national CNN FOX CNBC etc.
August 19, 2019
https://abc7chicago.com/health/consumer-reports-low-cost-epinephrine-options/5477916/
October 2, 2019
https://www.wral.com/epipen-shortage-cheaper-options-are-available/18672123/
https://www.pharmacytimes.com/resource-centers/allergy/frustration-leads-to-new-epinephrine-injectors
https://www.allergicliving.com/2019/07/09/%EF%BB%BFsymjepi-epinephrine-syringe-rolls-mylan-shortage-persists/
https://www.fiercepharma.com/pharma/sandoz-adamis-bolster-symjepi-rollout-amid-mylan-s-epipen-supply-woes
https://www.pharmacytimes.com/publications/issue/2019/august2019/symjepi-offers-new-option-for-injectable-epinephrine
https://www.empr.com/home/news/symjepi-0-15mg-0-3mg-injections-now-available-for-anaphylaxis-treatment/
https://business.medicaldialogues.in/sandoz-launches-symjepi-injection-in-us-to-help-treat-allergic-reactions/
https://generics.pharmaintelligence.informa.com/GB140491/Sandoz-Seeks-Help-From-Doctors-For-US-Symjepi-Push
Could provide umpteen more links, but what's the point really you get it a full on media awareness happening has occurred and di starting the first week of July, tick tock.
Peace out.
Trading like a dream nice serious volume filling in all the cracks and crevices as he takes every step up, 2020 baby.
Peace out.
This one kind of just blows my mind, for a number of reasons. You look at what the company has in finished products and revenues steadily rising this year alone thus far BEFORE the commercial launch and all out marketing blitz by Novartis subsidiary Sandoz the revenues were already rising in 2019 40-50% year over year Q after Q.
So me being all about the money said well shit, now they are launching this new product in a market that has been in a shortage situation in 2018-2019 and back-to-school season approaches, concerns about serious food allergies are on the minds of many parents, school administrators, and teachers. Right at the end of the Q ending June 30th was the perfect time to launch Symjempi.
Q1 2019 $4,905,772 (2018 $3,179,235)
Q2 2019 $5,764,899 (2018 $3,920,566)
Q3 2019 $??.?????? Next Thursday with first Syjhemi $$
Now I am not a math wiz or anything but with revenues already jumping 40-50% year over year every quarter it seems to me that this next ER November 6th should by all signs show a 100%+ increase year over year so I figure for myself under $1.50 this is a no brainer.
Me being a put away the hype show me the numbers, more importantly show me the growing numbers and the thing, in this case the 2 things that will make those numbers grow even more rapidly. Kind of like yeah she is pretty and all, but, I have to live with this gal, can she cook and is she crazy? Tell me about the things that matter long term.
ADMP under $1.50 was already a nicely baked cake, needing nothing as it was moist and sweet. Then the icing comes along, the Zimhi in the midst of an opioid epidemic and also not only dealing with shortages as the ephedrine market was but with the increase in fentanyl use causing people to OD in record numbers an health/emergency responders finding most needing 2-3+ of the normal injectors to save them perfect timing yet again another slot filled.
A built in partner one would think in the Novartis subsidiary Sandoz winner winner chicken dinner.
People have totally had the wool pulled over their eyes here, everything going so well and they get talked into thinking the world is coming to and end and everything depends on this or that or this persons missteps or that, totally ignoring the obvious, the elephant in the room so to speak.
IMHO this stock under a $1 is a steal and with approval forget about it, how will those revenue numbers be looking? I would venture to say 6 months from now they won't be rising 100%+ year over year I won't venture to guess but will naloxone injections jumping 100% in three years with 70,000 fatal overdoses in 2018 they could be up slightly, one would think as it is and will be the only one with a double dose, no need to do as they do now hit them with average of two and many 4-5 now 1 for most 2 for some but again with fenatanyl and opioid overdoses its getting it into them in time, a double dose from the jump saves precious time.
Should happen today and has a built in partner IMO right there in Sandoz and if it doesn't big deal if the price is under $1-1.50 because the number are rising rapidly already. Watch this, if you aren't in it, watch it, if it dips as next Thursday even more proof of why this should be trading right now without Zimhi at $1.50 its all about the revenues and them rising at a steady rapid pace.
Peace out.
It's a beautiful thing. This is going to work out perfectly for a nice steady climb in 2020 this Q coming revenues should be back on Finacea® Foam after the hiccup with switchover from Bayer when Leo bought out Bayer's dermatology line.
They start selling in EU/Asia in November that will mean next Qs #'s will spike, which I believe they will as manufacture si/will be started soone and the shelf life on Amzeeq is only 90 days, so what the manufacturer is making now/shortly is not for the US market for sure.
Then with US launch the following Q's #'s will spike and then June the new FMX103 already set manufacturing wise to start selling immediately in EU and within month in the US. That will jump the following Q's #'s if all falls into place this should be a steady nice climb with a steady nice growth in earnings, IMHO.
On the manufacture seems they produce it at a pretty good clip from their site.
Aerosol foam spray
Diameter 22 to 66mm, height 52 to 280mm
Cylinder made from aluminium, metal sheet, glass
1 inch crimped, 20mm crimped Class C Class D
20 to 110 items/min
They handle it all
Purchasing Services
Pretty good rate , they also handle all the raw material, etc.
Supply optimised in terms of costs and delivery periods for
Raw materials
Packaging materials
Seems like a rather good outfit
https://www.aerosol-service.com/en/
Alright guys, gonna be a great year ahead IMHO, Avita 2.0 nice steady climber.
Peace out
Don't even worry about the small fries, they got smoked chasing this morning.
Well it is the government and it is for Saturday so either Monday or Friday
That is called normal.
Last minute?
Tool.