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I agree. It appears that the manufacturing is by Frensenius Kabi Oncology for
Paclitaxel
Epirubicin
Irinotecan
Mitoxantrone
and now also Bicalitamide and Letrazole for the US markets (APP).
Not sure whether just the API (i.e Pactitacel,etc) is manufactured by Frensenius Kabi Oncology and then imported by APP as a intermediate to be used in the final BOM of the final injectable oncology product, ie. Paclitaxel Injection, USP or whether the injectable sterile manufacturing occurs at the Frensenius Kabi Oncology Manufacturing Plant in India and is then imported as a semi-finish product and APP does the final packaging and labeling for Sales and distribution in the US market. I think it is the 1st scenario since APP had to also go through the approval process for the final product of every different dose of the injectables.
Links:
APP products
http://www.appdrugs.com/ProductDetail.html?pfid=202&name=Paclitaxel_Injection_USP
Frensuis Kabi Oncology approced Products for the US:
http://www.fresenius-kabi-oncology.com/products_Canada.html
I will have take another look at the FDA approval for Bicalitamide to see how the relationship will be there.
Here is the ticker symbols for Fresenius kabi Oncology:
Bombay Stock Exchange
www.bseindia.com 532545
National Stock Exchange
www.nseindia.com FKONCO
it's not trading on the NASDAQ or NYSE. Also I found this document on their website that spells out that there is only institutional shareholders. See PDF below....
http://www.fresenius-kabi-oncology.com/pdf-xls/shp_March_2010.PDF.
I will track back to the 10K and analyze the CVR EBITDA reporting structure to see which of the subsidiaries is included in the CVR. This should tell us whether Fresenius Kabi Oncology approvals should have any impact on the EBITDA and thus the PPS of APCVZ or not>
Now worries! PR will come early tomorrow morning. Remember Europe is 6+ hours ahead of EST in the US.
What is the PPS at 200MA?
Thanks. I'll add you as assist mod. OK?
Nole92 or DT? Anyone of you or both signon as Mod or assisting on this board? I have to work during the day and hard for me to track the messages. Thanks
Close above 0.15 will be great today
There she goes...IF the 10K is good then we should be green again tomorrow....Great potential here@
Steady wins the race..
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What do you think this means? Why would INCC do this now? Not to lose their BB because of the 5/19 deadline or will they now move down to the PINKS anyway?
If we can support a close above 0.15 then we are stepping back up slowly. I like that.
A close above the 9day MACD 0.163 today and tomorrow is key to sustain a upward trend
Did you sell at a loss?...Hard to believe...You are a seasoned investor
POSC...Break them 0.16's
POSC on fire..Up 40% today..L2 0.0165..Heading back to 0.20'a
POSC Up 40%..On fire! L2 0.165..Heading back to 20's
POSC on fire today...Up 40%..Heading back up to 0.30
Try and contact Richard Reuth through his linkedin profile:
http://www.linkedin.com/pub/richard-reuth/8/42/90a
Maybe you'll get a faster response that way.
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Anybody contacted the company yet or the owner, Richard?
Another green day..Bottom correction in the making.
Medical Device companies are known for a long manufacturing leadtime (3months or more). Most of devices is Make-To-Order which causes a string of backorders to build up. Good to have that number of orders (forecasted revenue) on the books. Gives nice revenue projections ahead of realizing it as booked business so the PPS is usually going up based on signed PO's. That is if the POSC will PR the contracts in a timely manner.
There is a upfront deposit with final payment upon delivery of the device and a constant revenue stream to come from configuration setup, maintenance & service contracts for all the machines.
Agree... By Lantheus and POSC doing the development together is HUGE for their product line, now and in the future!!!
See my note 3484. Let me know....
This is how I see it all playing out based on the DD I did today:
1. POSC In the process of striking a strategic alliance with Covidien for the Pharm Assist. I think that the announcement can't be done until the sale of the Covidien RadioActive Pharmacies to Triad is complete. See my previous Post
2. PR coming on large PO's with Cardinal Health for the Alltruis PET Cardio Devices...This could be fairly large ($100Mil?) revenue growth.
3. PR coming on a strategic alliance with a MEdical Device Finance Leasing company for the leasing of the Alltruis PET to customers as alternative to forking out the 2Mill up front. This removes a major stumble block for hospitals to purchase. We all know that hospitals just don't have that kind of funding readily available.
4. Formal PR on Product Development Partnership with Lantheus Medical.
I expect all of these major announcements to come within the next 4-8 weeks. Nr3 and 4 we already have confirmed. POSC just need to PR it and hopefully their marketing firm can do a better job in releasing it than the circus we saw today!!!
Effect to the PS? Buying opportunity @ lows of today. See major correction and growth to $1 in the short term (<3months) and $2 (>3months)
Mark this post. THis is just my ramblings....Do your own DD!!!
Covidien is in the process of selling their radioactive pharmaceutical business to Triad Isotopes, INC in Orlando, FL>The deal is suppose to close early in the 2nd quarter.
Here is the PR summary
Covidien Announces Definitive Agreement to Sell U.S. Radiopharmacies
DUBLIN, Dec 17, 2009 (BUSINESS WIRE) -- Covidien (NYSE: COV), a leading global provider of healthcare products, today announced a definitive agreement to sell its radiopharmacies in the United States to Triad Isotopes, Inc. of Orlando, Florida. Triad operates a network of 26 nuclear radiopharmacies and six cyclotron facilities in the southeast United States. Financial terms of the transaction were not disclosed.
The decision to divest the network of 37 Mallinckrodt radiopharmacies was made following a thorough review and evaluation of a number of strategic alternatives. The decision is consistent with Covidien's strategy to streamline its portfolio and reallocate resources to its faster-growing, higher-margin businesses, where the Company has or can develop a global competitive advantage. The move allows the Company greater focus on continuing to develop and provide quality products that deliver better value and help to improve patient outcomes.
Hmmm very interesting...Also from Cardinal Health's Q3 financial filing:
Cardinal Health also operates the world’s largest network of nuclear pharmacies and is expanding its positron emission tomography (PET) agent manufacturing capabilities to support new drug development and the future of personalized medicine. In addition, about 200 hospitals across the U.S. outsource the management of their inpatient pharmacy to Cardinal Health because of our proven expertise and track record of improving efficiency and safety within inpatient pharmacies.
While everybody was complaining about the news conference a few wise day traders bought at the low of today 0.10 and sold at 0.0145 for a nice 40% profit under 30minutes.<LOL>Got to love it and hate it all at the same time
4-8weeks was the timeline Rooney gave the reporters when asked about possible news on disclosing partner/s name. I'm expecting followup summary of todays conference and should restore some of the general publics confidence.
I'm planning a nice present for myself on the BIG payday.
THank you. Common sense shall prevail when chaos strikes.
I don't know. I spoke with a buddy of mine yesterday, that does MA's in the Medical Devices space and he wasn't sure how the royalties/license fees would work if it was purely a partnership.
Yes he was between a rock and a hard place. Not easy place to be when the eyes of the world with so much expectation is on you that moment. Took guts.
Now you got it. COV is probably going to be the other partner. My educated guess. 25years in Pharmaceuticals/Biotech/Medical devices says so.
I just average down from 0.20 to 0.14. I'm holding big time...This will eventually be a $4+ stock. I give it 12-18months
YEs...I tell you people are crazy to sell...Very few leaders amongst us if we all follow like sheep to be slaughtered. I've seen this twice is 3 days with Biotech stock POZN/ITMN and now POSC...
Lantheus is the leader..Here is the link to the Flurpiridaz
F 18 (BMS747158)http://www.lantheus.com/News-Press-2010-0316.html a Novel PET Cardiac Imaging Agent that the Positron guy was talking about they are working on with Lantheus Pharmaceuticals. So my take is that they have a development partnership going on with Lantheus for the PET cardiac imaging agent.
They are already partners with MedAXIOM, TIS and Neusoft. These are the 3 major medical device channel partners and all of the 7000 hospitals, clinics, cardiolabs and nuclear pharmacies are using one or all 3 of these companies to place bids out for procurement. They are very well positioned that is for sure.
HEre is the link to Axiom's website.
http://www.medaxiom.com/leadership_institute/index.html
Notice all of the partners on your left. You can guarantee that they leverage their AXIOM relationship to close more than 1 alliance/partnerships through.
The news conference did give us several new points to digest:
1. The statement of working with Lantheus (new news)
2. The target revenue of $200 Mil within next 18months (new news)
Thirdly, I will bet my panties that one or two of these alliances/partnerships was inked at the recent AXIOM spring conference (apr 16-Apr18) where Positron presented. My take on why they could not name the partner yet today was because the contract is probably not signed/finalized yet. Delays happens all the time. Probably thought is was going to be ready and then yesterday BMR probably heard from Positron that they couldn't name the partner yet hence BMR's cautioning us yesterday. Either way I just loaded more <LOL>
I can wait a month or two.
Just admitted that they are working with Lantheus pharmaceuticals....Very exciting
Yes... Lantheus Pharmaceuticals
Onco>going to the moon tomorrow.
PWRM ALERT>>>UP 32% Huge news out today on Stem Cell Patent>>>More news expected on 5/10. Great bottom entry at PPS of 0.055. Target 0.15 for the 40 day moving crossover will signal very strong bullish trend up.