I got a discount on my car insurance. Is that what you were looking for?

It may not have been a negative article, but it may have caused a few investors to lighten their position. When a newsletter talks about one histology event equaling a failed clinical program then it should make you reconsider being overweight or what about the part "are they hiding something".

The stock is undervalued at this point, but a 9% down day may shake a few more shares loose.

Planned for 2007 & 2008

#1 Reformulation study
#2 Two 75 pt. pivotal Phase III trials for uterine fibroids.
#3 30 pt. Phase II to assess fibroid shrinkage
#4 75 pt. trial for Endometrosis Phase IIb
#5 160 pt. QT study


I'm not even sure this is all the studies planned so you better rethink the cash position.

Cash - There has been some discussion that RPRX may elect to conduct Phase III trials for Proellex & Androxal on their own. If they do so then the current cash position is inadequate for the next 12 months.

If the FDA decides that QOL's are warranted then you might as well wait to buy shares at a lower price. Shorts will push the stock down on any negative FDA decision to dilute the offering. Thats why I was saying the cash position may be starting to negatively impact the share price and they might want to get the secondary over with now.

RPRX's mistake was giving out a timeline for the next clinical development in yesterdays PR. Its the same thing JAV did a few months ago. Its better to just keep the shorts guessing.

What happened to Docbanker? Would be nice to hear his thoughts.

Days like today just piss me off. I hate watching the 100 share trades keep ticking it lower. Drop of over 6% on less then 100K shares?

Another JAV in the works. I would live a few extra years if I would quit investing in Biotech. Now if I could only figure out how to get that idea into a pill form.

140 million market cap. This is getting ridiculous. Someone should make a low ball offer.

I'm beginning to think the cash position is having a negative impact on the share price. I wouldn't be opposed to the company raising another $50 million before the FDA decision.

The study may actually help Androxal due to the unique MOA. Androxal does not increase T levels to above normal levels unlike exogenous hormone replacement.

Is that your buy target? Why not ask if its headed to $3 or $4 if your trying to shake some shares.

How can you not ask about a drug with the potential to become the standard treatment in a $500 million + market?

I posted an article last week which stated that U.S testosterone replacement sales were over $500 million and could double in 5 yrs. Testing for low testosterone may become a standard of practice for individuals seeking help with ED. This is a growing market and FDA approval for Androxal looks a heck of a lot easier then Proellex even considering the QOL issue.

Androxal may be worth the same as Proellex at this stage of development even though the potential market is smaller.

That newsletter is about to lose one more client. The number #2 gets hammered the day of publication and the #3 trades down because of your write-up. Thanks for nothing.

I think we have a seller. I just bought 500 shares and they went through at less then my offer. I wouldn't rush in since this may not be the bottom.

The housing market is no different then the stock market. The markets which were over heated the most will also fall the hardest in any downturn. There is plenty of money available to buy the distressed assets and this mortgage mess will be a thing of the past in a year.

The low unemployment rate and growth in other countries should prevent any recession. I'm sure our GDP numbers will take a hit, but our economy is too strong for this to create a financial disaster. Bernanke has not even lowered the funds rate and people are predicting doom. We have a long way to go.

<<<<<Six months from now the carnage will much clearer to see and discern>>>

I doubt BAC would have invested 2 billion in CFC this week if they thought your apocalyptic scenario had a chance of actually occurring. I think we're all overdosing on CNBC.

David Miller is a biotech analyst who writes the BSR newsletter.
Their subscription policies prevent the sharing of info. http://www.biotechstockresearch.com/index.php

Whatever he writes is just his opinion and its no more accurate then anything I've seen posted on this board regarding the company.

He thinks the sale or partnership for Androxal & Proellex may take a little longer then the original projections, but RPRX is still listed as one of top picks for the upcoming year.

Thomas, I was a little surprised with the BSR guidance going forward. Didn't give me a warm fuzzy feeling.

Look out, men: Testosterone is under attack
A phenomenon called a xenobiotic attack is meddling with your manhood

"All this could make testosterone therapy a more likely part of your life as you age. Demand is already booming. Last year, according to IMS, a pharmaceutical information company, U.S. doctors wrote more than 2.5 million testosterone prescriptions, and the market was worth more than $500 million to pharmaceutical companies. That's double what it was 5 years ago. If the decline in testosterone levels turns out to be real, the market could easily double again, with 6 to 12 percent of men in some age groups likely to qualify as "hypogonadal," to use the medical profession's distinctly depressing term. (Loosely translated, it means "tiny testicles)."


Wow, Androxal may have a bigger market then Proellex after all.

http://www.msnbc.msn.com/id/20302363/

I think the $6.75 buy this morning shocked the system.

I can't believe this stock closed up .54 today. It probably took out all the flippers and its headed higher. I would tell you to get on board, but I've never seen a stock trade like this. Almost makes RPRX look like a low beta stock.

JAV trading up. Only thing that makes sense is that the short is covering. Longs raise money by selling and the short raises capital by covering.

Moody's reports a possible major hedge fund collapse which could disrupt the markets. They also say this is going to take 3 - 6 months to stabilize. Everyone talks about the strong economy, but the liquidity problems are going to have a trickle down effect on every company. Biotechs will have difficulty finding financing and earnings will be negatively impacted. I just hope 12,000 is the bottom.

Only takes 1 weak shareholder to drop this stock 4 or 5%. Trading below $12.50 once again.

Doc, when you mentioned that JP was going to make the rounds in New York would he make the presentation to analysts or institutional investors? Do you know if he made the trip?

I thought the bashers were relegated to the Yahoo board, but I guess they allow them here also.

There is nothing "sweeet" about this market and the beating that I'm taking.

Thanks for the info. I think VNDA is going to release more info on the cardiac risks, but I'm beginning to understand why they can't find a partner for Iloperidone.

VNDA- Does anyone follow the stock? Trading at $16 from a recent high of $32 in February. Only $425 million market cap and they will file an NDA for their schizophrenia drug, iloperidone in the 4th qtr. I know they are looking to partner and with the FDA's rejection of WYE's drug bifeprunox for the treatment of schizophrenia the stock looks attractive. Two other compounds for sleep disorders in trials.

Iloperidone's efficacy & market potential are not questioned, but I think the shorts are betting on a non-approval due several instances of prolonged QT intervals noted in one of the studies.

Mpower, don't scare me. I didn't realize you were talking about JAV.

Does anyone get the feeling $12.50 is in play again? I thought the number was a fond memory.

Some of the surgeons at my hospital are starting to utilize the IFLO system, but its pretty limited. I don't see IFLO as a competitor to JAV. Your still going to need additional meds for post-op pain.

Re-JAV - If the IV Ibuprofen threat is the reason for shorting JAV then I feel much better about my investment in JAV. Ibuprofen is a weak NSAID in comparison to Diclofenac for the treatment of pain so I don't see it as a real competitive threat.
Dyloject will be marketed for the treatment of post operative pain and it doesn't make sense to give the weaker NSAID.

"The reason seems to be pretty well spelled out in the article"

This issue has been discussed numerous times, and its not as simple as you think from the article.

"adverse effects in the form of changes to the mucus membrane" Does this refer to thickening of the endometrium and not some sort of histology problem?

Proellex has shown an inverse relationship for endometrial thickness. Histology results as recently reported have not shown any abnormalities. I can't see a roadblock for Proellex, its all second guessing.

None of us have been able to determine with 100% accuracy what the true reason for the discontinuance of their study.

Dewophile, who is the resident expert has several theories as noted from one of his previous posts:

Why are they not restarting a PIII designed like Proellex's with a holiday period

"My guess would be one of more of a combination of the following:
1. there was too much breakthrough bleeding in the 3-4 month on treatment period
2. there was a high rate of menorrhagia once patients came off therapy
3. pts did not have a spontaneous return of menses in a reasonable amount of time to make a tx holiday strategy clinically viable."

I sent him this brief e-mail to see whether it could spur some interest and a possible mention in the Feuerstein's Biotech-Stock Mailbag. I want props if he talks about RPRX.


I read your 8/11/07 article and I thought it would be worthwhile mentioning RPRX since you covered Nebido, a long-acting injectable testosterone that should be a best-in-class treatment for male hypogonadism. RPRX has completed Phase III trials for Androxal which is an oral drug designed to restore normal testicular function. There are a number of advantages to this method over the administration of exogenous testosterone replacement. Management will be meeting with the FDA this month to determine whether a libido/QOL trial is needed for final approval. If no additional trial is needed then Androxal should replace other testosterone replacements in a very short time frame upon approval.
RPRX has another drug, Proellex for the treatment of uterine fibroids and endometriosis which has enormous potential. Positive Phase II trials, and a number of advantages over the leading drug, Lupron.
With a market cap of less then $180 million and management who intends to sell the pipeline its worth investors attention.

I didn't realize that Nebido only needed injections once every three months. Androxal still has a number of advantages so I don't see Nebido as a major competitor once approved. It may to time to send Feuerstein an e-mail about RPRX. Partial reprint from Feuerstein's Biotech-Stock Mailbag.

"A better reason to own Indevus, according to this hedge fund analyst, is the company's fairly deep pipeline of urology and endocrinology drugs. One highlight is Nebido, a long-acting injectable testosterone that should be a best-in-class treatment for male hypogonadism, a condition where a man's testes fail to produce adequate amounts of testosterone.

Nebido will be filed with the FDA later this quarter and could be on the market in 2008. The drug can be given once every three months, which makes it a much better alternative than current treatments, which are topical gels or two- and four-week injections.

Male hypogonadism is a $500 million market opportunity with room for future growth. If Nebido can capture 30% to 40% of that market, it will have a markedly positive effect on Indevus' market valuation, currently just north of $500 million."

http://www.thestreet.com/_yahoo/newsanalysis/biotech/10373486.html?cm_ven=YAHOO&cm_cat=FREE&....

And to think I was starting to like this stock again. Why does it get the huge swings.?

I bought VNDA today after WYE's non-approval for bifeprunox. VNDA has taken a 50% haircut so I figured it was a good time to jump in. I was up $1 per share earlier, but its giving back some gains.

OT- Spartex forget about that VPHM recommendation. One of these days I'll realize that its not a fair game. The little guy is the last to know.