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I understand why Wells Fargo was there but I had forgotten that Deutsche Bank had interest (especially from BPAX days).
Some entity used the political climate to cause a panic sell (Catty). Good time to buy when it settles.
Thanks JTFM. After reading the transcript, I agree: all better than good. Maybe Art P. Will make a statement.
I thought "narrow" was a poor choice of words for the guidance projection which is still positive. They could have said "better defined" or something stating that guidance is still very positive with better clarity on the projection. IDK...
Election jitters, I guess.
Check out this odd, possibly clairvoyant misprint from Drugs.com:
https://www.drugs.com/history/intrinsa.html
JTFM/dasgrunt
Could our basket hold Intrinsa?
http://www.biocentury.com/products/intrinsa
It makes sense that Abbvie will be the lead company based upon your research. Something is bound to be revealed. If the FDA was against women taking testosterone,we would not be selling lots of eemt!
Thanks for the detailed timeline. Really great for new board readers.
Best of luck in the coming week!
TY JTFM. Interesting research. Promising week ahead as we get announcement re Q3 earnings date. Our core group of BPAXers are still here! Cool.
Hi Jeff,
From the conference call 8/4:
"both nilutamide and the anti-infective product that I mentioned we feel could generate approximately $20 million in combined EBITDA annual basis. So I think you have let’s say the ammunition to take a look at our sequential run rates for the quarter."
We know Art Przybyl does not exaggerate.
Your hot NYC summer must be starting to cool. Perfect.
Anybody else excited for our next launch? Anti-infective any time now.
Go ANIP!
Anti-infective will be launched in a couple weeks (late September).
http://www.thelancet.com/journals/landia/article/PIIS2213-8587(15)00284-3/abstract
Article by Susan Davis (December 2015) summarized: No approved testosterone product for women yet it is being used extensively. More data needed.
Thank you Susan Davis for hanging in there.Jeesh!
Aprilov and Eicoman,
First, I am sorry to hear of your loss. Many of us who do not post, or rarely post, enjoyed the clear and honest postings of Dimitrios George. I loved his sophisticated dry wit.
I agree that Vitaros is a viable product and that it will be approved in this country as an ED treatment for so many men who cannot tolerate the side effects of sildenafil. The urology key opinion leaders are all on board, side effects are few, and the product is being used already.
TV commercials like viagra "single packs" show the broadening and diversification of the ED drug market. I doubt the name Vitaros was accidental. It would not surprise me if it evolved into something like Vi-Topical once the room temp product is established and acquired. Thanks.
Hi Jeff
It did seem like a mixed message after raising guidance but I find the letter codes on "Form 4" very confusing. JTFM pointed out that he actually increased his holdings.
We have been here a long time! The anti-infective is rolling out this quarter, right?
Thanks to all here that contribute. J
Great post. Thanks.
Thank you.
Thanks Eicoman,
Do you know if women are able to use vitaros as they would femprox? If so, I wonder if there has been "off-label" use abroad already.
Are the formulations very different with regard to % of alprostadil?
Thank you.
http://www.psychiatrictimes.com/printpdf/218453
Hope you can open this. If not, Google: Lithium for Alzheimer Prevention: What are we waiting for? 8/12/16 Psychiatric Times
Thanks JTFM
Congrats to all of us.
Best of luck to all ANIP fans!
I undestand your cautious attitude given the history here. I'm sticking with this because even if we are disappointed on 8/4, our disappointment will be slight and short-lived, given the current zika crisis and the confidence the U.S. government has shown in our role.
You've owned it one year longer than I have! Patience.
I don't know about $11 but with BARDA funding, the zika nightmare, and management's reluctance to offer guidance, a big increase in pps is coming.
Best of luck to you and all CERS longs!
I have owned this for years too. I wasn't expecting much this earnings report but there may be a surprise. This company has an amazing future.
This recently posted on ISSWSH site demonstrates that T is needed for both sexes for normal sexual functioning AND normal brain functioning:
http://www.smr.jsexmed.org/article/S2050-0521(15)00008-6/abstract?utm_source=Twitter&utm_medium=Twitter&utm_campaign=October
I know. Such an easy fix! With anaphalaxis an ambulance may not make it in time. My father had the shellfish allergy.
Thanks Jeff. Best to you, too.
Big volume day. Any thoughts? Thanks.
JTFM
I agree. Great CEO. That's why I thanked him!
Nice day post-Brexit!
New product announcement with details about price and vendors. Thank you Mr. Przybyl and staff for your dedication and hard work.
Says 2016 at the end.
Did not know about this outsourcing news:
http://www.mnrubber.com/News/Minnesota_Rubber_and_Plastics_Partnership_with_Antares.html
Thanks JTFM
I'm on the other side of the Erie Canal (lol) and I hadn't heard of them. Google tells me you must have some great family stories.
It's nice. The city is pretty sweet too.
Rural. Not far from Cooperstown.
Jeff,
Good explanation. Thanks. Things are ok up here in Central NY. I hope you are well too!
Hi Jeff,
Higher earnings guidance plus fewer shares (buyback) plus tax shelter abroad, right?
Thanks for all the info. Looking at the recent Corp presentation: We are not that small anymore. We have a lot of different products.
Looks like ANI will continue to be rewarded for Lithobid acquisition:
http://medshadow.org/news/lithium-bests-newer-drugs-bipolar-disorder/
This article from Medscape was written by Dr. Simon and has been available for years. Still considered current or Medscape would pull it.http://www.medscape.org/viewarticle/482219_3
I am certain that James Simon consulted with Dr. Snabes at Abbvie and at Biosante. Drs. Snabes, Simon, Buster are the GYN key opinion leaders. These guys have been prescribing testosterone for women for years. Still not approved??? Crazy.