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Thanks,do you think all the gaps below here will get filled ?
Hey Ryman, what are the gaps above this level, Thanks
Jon, what is the drug that ABBV will be gearing up for.
Thanks
Loko deserves all the credit, I was just passing it along, and yes Loko is the man!
Got this from loko....
There is a Claim in the posted TRT patent that is of significant, that no one has mentioned, not even JTFM. I have not told JTFM, because she has stolen my ideas before and have not given me (loko) credit for the insight.
http://www.freepatentsonline.com/8338400.html
11. The system according to claim 10, wherein the dispenser unit comprises a pressure-operable pump for dispensing the amount of the formulation upon activation.
The patent below is the dispenser that was used, and since it was used in the trial it is kind of bound to Libigel. Tough to switch dispenser without doing another comparison trial of a new dispenser to the old dispenser.
It recently received the patent...It is in Ferring names cause of the ATRS/Ferring deal. Carrara is the delevoper of the gel and the dispenser.
http://www.freepatentsonline.com/9827407.html
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2013000778&recNum=232&docAn=EP2012061784&queryString=a61k&maxRec=189386
I have been digging into any connection or transfer of patent to ANIP but have not found any.....
Best guess at this time, it might not be Abbvie that is interested in Libigel, but Ferring, which would be a better fit......But not going to commit to either at this time.
Agree that IR should just state they have no interest in Libigel anymore, if that is the case. Why will they not state that to shareholders, seems fishy to me. I am a atrs investor and like to read your posts relating to Libigel.
How many shares will be bought when added to the russell
How much will Mylan have to pay back to Medicare and Medicaid for not rebating at the branded drug rate for the last 20 years. Will be in the billions and just add more fuel to the fire for more generics being approved to give more competition. Remember that the govt can pretty much do what ever they want and this is an election year, so I would not want to be an investor in mylan right now.
The die has been cast for the epipen. Was watching a segment on cnbc and the talking heads were saying that they buy epipens for their kids. Mylans claim that 80% of people with insurance, using their savings card get the pen for nothing. Their response was they have pretty darn good insurance with cnbc and none of them had ever gotten their epipens for 0 copay. I think this new savings card is some of the same smoke and mirrors and it will still only be good for one pair. Most people have to buy two or three, but this does not matter the die is cast, too much outrage, with the govt getting involved now. This will not end good for mylan, saw also on cnbc that 5 senators had written a letter to the fda asking why the teva generic had not been approved. Does not matter what mylan does now, their will be a hearing and want to know the whole story on the generic. An analyst was talking about mylans citizen petition and their lobbying congress, along with their insistance on sameness. Hope teva gives the senators the study done by American College of Allergists that found that people owning epipens did not know how to use them after 3 months if they have not used the pen. Think they said they needed to be retrained. Was that not mylans argument against the generic, that they would have to be trained?
Just read about a study that was done in 2012 by American College of Allergy that found people with epipens needed to be retrained every 3 months, due to not remembering how to use the device. Maybe FDA needs to read the study.
Or congress will ask the FDA why it takes so long to approve a generic. If families are going without due to price, what difference does the sameness argument make. Yes I also remember JH telling me on a call to him that TEVA/ATRS had done a study comparing use to epipen and our injector actually was used correctly a little more than epipen was. A lot of people don't know how to use it, even though they have carried it for years. Mylan has no credible argument on usability. Mylan is sure being raked over the coals the last few days. Kinda fun to watch, since they have been price gouging and thought nobody could do anything about it.
Otrexup sales increased 9% without the new dosages being sold yet, so it is evident to the market that what ever changes they made in marketing are working.
We will know by the end if this week if you made a good choice. As always it is your money so you are the only one that can make the decision.
When did you sell them?
I don't think the shorts have control of the stock anymore. The market seemed to like either the Otrexup growth of 9%, which was before the new dosages entered the market for sale, or that Makena can get 7 years of exclusivity according to meeting with FDA. Somebody likes the stock a lot right now, saw a 120k block go through on the buy side before the close.
Thanks
Ryman do we have any gaps at higher levels, say in the 3s or 4s? TIA
I came across this article on the competition, don't shoot the messenger, we need to keep up with what is going on in the industry.
http://seekingalpha.com/article/2863676-unilife-ready-for-phase-2-of-a-huge-move?ifp=0
Mylan Docs, good reading and answers some questions. Compliments of Loko.
http://www.regulations.gov/#!docketDetail;D=FDA-2015-P-0181
You sure you don't mean the 200 dma and not the 50 dma, which is at 2.12.
Barn thanks for the Smith link.
My earlier post was not correct, but still do not know why they issued the new patent, unless it was just for the kit.
T-ETOH(ethanol) looks like will be a twice a week T injection because the ethanol will release the T in 2-3 days, instead of over 7 days. The new patent for a kit for T uses ethanol, or has the option of using ethanol.
Google, Hudson's Guide: Testosterone Types and Delivery, it explains the different types and formulations of T. Helps investors understand better the company's plan.
How could they get any sales numbers from a written, but not filled script, try using your head before you make statements like that.
What can't you understand about the latest script and sales figures from symphony? They sold $358,000 worth of otrexup for one week, multiply that by 52 weeks and you get almost $18 million. The break even is 24-25 million, so that narrows the loss on otrexup to 1.5 million per quarter right now, and will get smaller each week. If you can't understand these figures, then how can you figure out how to turn on your computer. I think they could be selling 1 million per week and some people would find some way to twist it into bad news.
Ryman,
I think many are disgusted with the stock right now and may have sold or will be selling at the bottom. The quarterly loss will be closing fast in the coming months. The naked shorts are having a field day with this stock right now and don't have to use a lot of capital because the stock price is so low. Some posters are not just trying to present the other side of the coin, but really seem to be twisting the little bit of good news that is coming out. You have to think that their motive is something else more than just presenting the opposing view.
Bio pete, the run rate from the latest numbers from symphony were stated not only as scripts, but as dollars of product sold and that figure was $358,000 sold for one week. Multiply that by 52 weeks and you get almost $18 million. Those numbers are not guesses, but actual sold product. My previous post should have stated that the quarterly burn for otrexup is only $1.5 million, which is shrinking pretty fast.
We are at a $18 million run rate as of 3rd quarter and for otrexup break even is 24-25 million, so from here on out we should only be losing 1.5 million on otrexup alone. As long as scripts keep trending up, even at a slower pace, we will turn profitable on otrexup, so we should see price starting up unless there is something going wrong on the lawsuit side.
I thought you might end up lowering you estimates, because you realized that those numbers would not work out as bad as you wanted. So with last script numbers in dollar value of $360,000 sold works out to be $18 million run rate for the next year. How are you going to twist those facts around to suit your purpose? Why don't you sell and go away if you have such low expectations for this company, or do you have other reasons to hang around and bash this company.
That might not be as bad as you wanted it to sound. $30 mil in 2015, $60 mil in 2016, and $100 mil in 2017, which means we will be break even or making money in 2015, and with epi pen next year that might not look too bad.
Well it got me to read all the posts on that thread and post all the information, not just part. I guess it worked this time.
I agree explore that what ever script a doc writes for patients, that they should cover it. I feel for the guy and him having to fight with the insurance company. I have been arguing over on ymb about chartreux posts that mentioned his problem obtaining otrexup. So many over there want to take information and twist it to suit their purpose. These mb are suppose to be for investors helping each other by posting truthful information to other investors. I understand that there are agendas by some posters to sway or confuse others, I just get tired of all the lying and misinformation that has come up lately.
Explor, antares target market is not the new patients, was my main point.
I am aware that a few patients start on biologics, but the vast majority start on oral mtx and then move to biologics. Antares will get a better response from insurers who need to move to the next level of treatment from
oral mtx. Do you think this patient would fare any better trying to get approval for a biologic? Antares will do fine with their product because
otrexup will be the new next level of treatment before biologics.
Explor, the guy he is responding to that can't get insurance to pay for otrexup is just starting on mtx for the first time and they want him to use
mtx pills, before going to next level of treatment. Whogo had posted on ymb about the same thing, but didn't tell the whole story. Antares market is not first time users going on mtx, but patients going from mtx pills to biologics. That is their market. Too many half truths being spread for some reason. I went to the message board and read all the replies on the subject.
Jab I agree that the insider buys were a sign of good things to come and also was badly needed as a sign of confidence in the company. The litigation will take a long time as the wheels of justice grind very slowly. I just hope in the end that they do not wind up with a draw after spending millions.
jab what does either company hope to gain from further litigation?
Antares patents do not apply to medacs device and medacs patent will not stand as obviousness is surely in play. I just do not see either party spending all the money when the likely outcome will be a wash.
Ryman, I was listening to a teva presentation by their cfo and he stated that one of their target areas was CNS. As you well know that is also where antares has targeted with new injectors and drug combos. I also think teva has been cleared to begin selling epi pen in row by end of june of this year. U.S. is not cleared until 2015 as per lawsuit. I beleive we will see a pr soon on epi pen. I don't have a link to the launch date, but I did see it.
Ryman you are correct, according to whogo on ymb saying the same thing. This being the case and studing all the patents today that are referenced. I am sorry to say that we are infringing on the Medac patent. Antares 553 patent only deals with the auto injector and makes no reference to methotrexate. I hope I am wrong, but I have studied them at length and if a jury trial is had they will come to the same conclusion.
Ryman the way I understand it is each auto injector contains .4 ml of solution and the varing concentrations are 10-15-20-25.
According to their website all concentrations are below, unless I am mistaken
Was on Antares website for otrexup and the dosages are all .4 ml and the different strengths are 10-15-20-25, so all their concentrations are below 30. Medac has no case and no basis for their suit imo.