Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I would liken it to listening to an old married couple fighting.
SB, I'm with you on a lot of the things you say but I think you're all wet on this one.
In his own words the guy says he's stressed. HE'S the one you should be pointing toward mutual funds.
Little confused here.
I understand they removed the poison pill but is a buyout inevitable?
I mentioned buyout awhile back and the response was with the way they did the multiple partner thing thus far they hardly seemed to be positioning themselves as a takeover candidate.
I was also under the impression ex-US Vitaros royalties and Femprox upfront money would fund Femprox USA and possibly Vitaros USA which in turn could fund the development of the much better NexACT ( with a much extended patent time frame) which could then be applied to a multitude of prescribed and otc drugs and licensed to other drug companies.
That all could take 5-7 years easy. Why agree to a buyout with all that ahead of you?
I'm with you. APRI is about 8% of my retirement portfolio. It would take quite a bit to shake me out of this stock considering the potential. Hoping to sell in the 2021-2024 time frame after all they've got is baked into the price.
Not trying to beat a dead horse here but how would you have him keep his promise of launching in early 2104?
Are you suggesting the partners are ready and willing but APRI is holding them back?
In regard to the launches, let's say you had the power to fire him and hire his replacment.
Specifically, what would you have him do/say?
I also won't judge Pascoe on getting a European Femprox deal done as I think that's a lock.
The costs, timeframe, and regulatory pathway are appealing. Someone will most assuredly bite.
The terms may not be as good as we would like as we need this trial done bad and everyone knows it.
What I will be judging Pascoe on is Vitaros USA.
In advertising they say a customer has to see an ad 5-7 times before the brain registers it and feels compelled to act.
At the Roth conference Pascoe mentioned a US Vitaros deal so many times that by the end I was convinced he was giving a subliminal wink and a nod.
If a lot else goes right I might view it a bit differently but right now that's where I set the bar.
I have a bit of a hard time judging Pascoe on when the launches happen. As has been previously mentioned on this board it's COMPLETELY up to the partners at this point. Probably not a darn thing he can do about. I sure the hell hope this isn't a "you can't handle the truth" type deal as in everyone is afraid to pull the trigger. As an established partner who in no way needs a successful Vitaros launch to survive I would probably prefer to wait for the room temp. Risk/reward thing. Yes, some of the deals were made on his watch and I'm guessing the company might like to reword them. I think that's why Morton was brought in. I'm good with that.
Learning from ones mistakes is all I could ever ask from my fellow man.
But with a tight stop on these additional shares.
Not really adding to my position as much as a little speculating.
APRI didn't go to the moon with the rest of biotech I don't think it sinks to the river bottom either.
Buying.
SB, if memory serves me a while back you said you were out at $4. I don't really have an opinion on that(it being your money and all) but I am curious as to what your thought process is/was.
I'm good with calling it a misunderstanding.
One of the reasons I stopped posting on this board is DG answered one of my questions with the opening statement "it's not rocket science". and to make sure I understood my limited mental capabilities he ended his post with "again it's not rocket science".
One of the guiding principles in my life is to to avoid certain types of people and devote that gained time to others.
That being said, my secret hope is this becomes as either Eicoman or Value put it, a "darling stock" that the investing world falls in love with.
Witness Netflix or Tesla.
If all goes as planned, and that's a HUGE if, why not
$100 pps or beyond?
Is it possible Abbott is trying to optimize the shelf life to make it last longer then we're thinking and therefore have to wait for that lengthened amount of time to prove it lasts as long as they say?
I meant dilutive equity offering.
With Gray Healthcare being a 29 billion dollar company 6 million doesn't seem like a lot.
Is it possible a deal could be worked out instead of a dilutive financing?
One good thing, at least for me, is that due to this ongoing saga I think the pps slowly grinds up instead of popping into the stratosphere.
I like to average up(never down) so that would suit me just fine.
Thanks. Had trouble finding much info in Googleland.
Can anyone my question(s) in this previous post?
Eicoman, I was reading your comments in a recent SA article regarding DDAIP HCL and DDAIP PCT.
Sounds very pertinent to Apricus's future.
A few questions that come to mind would be:
Does this mean Vitaros and Femprox could face generic competition around 2020 or would just DAIIP HCL/otc products face this problem?
If Apricus reformulated Vitaros and Femprox with DDAIP PCT would that require a resubmission to the regulatory bodies?
I could think of more but these would be questions born of ignorance so if you could enlighten me on the subject it would be greatly appreciated.
As an aside, while I'm generally not big fan of message boards the APRI board has been a wealth of information and I thank you all.
Intriguing thought Value
I'll keep this as family friendly as possible.
I have no ED problems. None. Lucky that way.
And yet, if there were any way I could get my hands on some Vitaros I would in a heartbeat.
Sound like fun and sounds completely harmless.
If my wife found out I had some she'd be busy dreaming up devious ways to use it on me(until she found out it works for gals too. Then all bets are off).
Just saying.
The only reason I opened up a Roth was to use it to hunt 10 baggers.
Perfect vehicle.
Here's a thought for a chilly winter morning.
Apricus and Actavis in a joint U.S. deal for
Vitaros/Femprox(pre-menopause).
Terms beneficial to both parties.
In the USA we need FDA approval, EU needs it's own approval.
What is needed in Latin America and Asia?
CNNHealth article from last Tuesday.
http://www.cnn.com/2014/02/11/health/female-sex-drive-drug/?iref=obinsite
I believe things are quietly falling into place.
Harrell mentioned toward the end of this last presentation the big pharms would like to see the company be a bit bigger or something to that effect.
Makes sense when you think about it.
We're attempting to revolutionize the way the big pharms do business.
It must be scary as hell to have all this hinge on a
25m market cap company.
Enter Grey healthcare( management said the would seek guidance from "friends and family" and I'm guessing they were pointed in Grey's direction).
Now with their wagon hitched to a 30 billion dollar company this becomes far less an issue.
Onward and upward.
If I had just discovered APRI today,and Femprox, about to enter phase 3 trials was their only product,I would buy some at $2.35.
Taking something that requires refrigeration to last a certain amount of time and extending that time or completely removing the need for refrigeration.
Starting to notice a common theme.
Abbott has delayed for over a year trying to extend the life of Vitaros and now the pushback to 2016 for room temp.
Is it possible it may prove to be unachievable?
Does anyone here know the science behind this type of thing?
In regard to Femprox U.S.A. and Europe(and Canada?)
what might be looked upon as bad news?
I used to think $20 but y'all got me thinking $40 was possible.
What up?
$40 and $50 pps posts are very exciting but isn't it far more likely the company gets acquired for a much smaller number?
Is the reason Canada is still a no go because they also have to show it's extended "life" in real time also?
Clipped this from an article written awhile back.
Not saying it was written by a scientific journal but regular folks don't read that dry stuff anyway.
Tell me this doesn't have gold mine written all over it!
"FemProx when used brings about a relaxant effect in the clitoral region and facilitates greater blood circulation too. As a result there is a lot of lubrication generated which helps in smoother penetration and also better sexual experience as far as reaching the climax is concerned. There is a lot of sensory activity that is instigated too and will be able to bring about greater sexual arousal in those women who are suffering from female sexual arousal disorder. This cream had a definite positive effect on the blood flow to the labia and the clitoris too which was very much essential to take full enjoyment of the sexual act."
Femprox is the main reason I own APRI.
-There's nothing like it(hard to even model for it.)
-Women love lotions and potions(so no problem there.)
-Women love sex(and alone is just fine with them.)
-When mama's happy,everyone's happy.
Anyone up for some pump with no dump? Had me a thought whilst walking this morning.
One of you fine fellows mentioned that once the Vitaros/Femprox story goes viral we're off to the races. Why leave this to chance?Maybe one of you has always dreamed of writing an article for Seking Alpha, or you have a blog, or a big twitter or facebook following, or a cousin who knows a guy who works for Business Insider.
If a story about a two-headed calf or the last 6 months of tweets from a dying goth teenage girl can garner hundreds of thousands of hits shouldn't the APRI story fly? After all, APRI sells sex, and sex sells!
Once some of Europe and/or Canada launches I going to launch a one man marketing campaign of my own. And that's all I have to do is tell the truth!
And yes, I agree there's a decent possibility of the women trying Vitaros thing catching on, especially in a viral environment. Especially with folks promoting that thought.
This could be a dumb idea and a waste of time.
Or it could be brilliant.
No lack of upside talk on this board,but could y'all
give me some downside/worst case scenario thoughts so
I can get the risk/reward thing squared away in my head? Thanks in advance.
Low volume? Compared to what?
So is this the Par deal or something out of the blue?