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Thoughts on the increase in total script count for quitiapine?
Seems encouraging - beginning to take some of the ir script base?
Very well said Fabius. Very well said.
There is major major difference in making money in trying to build something to benefit society than in making money while purposefully trying to destroy something
I think the company has a pretty good idea who is behind the manipulation
They need to do something. Take company private or spin off generics
Maybe you’re right. I remember after the partnership announcement they pounded on it starting premarket. Relentless.
It was clear they wanted there to be no momentum
Why the massive shorting after the seroquel approval and partnership. Why not let it run and cash in on the warrants
At this price it would cost 45 cents to cover. Is that risk worth the pennies they make shorting. Must be
I think shorting might be personal against oddiddi. It was going on well before the warrants.
Walk me through the math. They can’t sell the warrants and are worthless until price hits strike price.
Impact
Thanks for all your time and effort. Much appreciated I think by all. I have little hope the meeting with the cfo will amount to much. They have shown no ability to adapt.
Have you talked to Boyd? That might be a better use of our time. What is the total share count of the people who responded to you?
We could call Boyd and request to meet with him. Not sure what he has planned but our votes could help him implement some changes
Together we probably have over 10% of outstanding shares
How do you figure .65 per share
I used to think it was to minimize price for a takeover. Now I think it may be a personal battle against the oddiddis
It’s hard to imagine that this is about making a few pennies here and there. It seems like someone wants to break this company. Serious efforts were made to hold this down after seroquel approval and then partnership.
Question is who and why?
Interesting. Ranexa ANDA for aurobindo tentatively approved yesterday. Looks like it may be first approved. Would be interesting to see when it was filed.
Aurobindo awarded approval of quitiapine xr. Now both lupin and aurobindo have it
Those are the potential suitors for mnks generic division.
What ipcis contingency plan. Nothing I presume.
Approved Wednesday
Looks like five more seroquel xr generics approved yesterday
What an f’ing mess this company is. Was thinking about selling on a pop. Now think dilution may be next.
If adjusted numbers are half of what we thought they were likely means split is 50% possibly 60% with the cost recovery.
Either way numbers are still a ways off from break even.
If we can we should update numbers all the way back to July as it looks like they have been revised.
This will help give us an idea of the split. If I recall correctly focalin was about 800 with seroquel being the rest around 400
Fred Fabius
Are the Bloomberg weekly numbers available
Both focalin and seroquel
What contracts mopar? If there are long term contracts in place why has the price been coming down so drastically? Also why would they sign long term contracts when they know more generics are coming on line?
Doesn’t seem logical to me that the wholesalers and retailers would be signing long term contracts. More likely it is about prior relationships and price. How hard are the sales people pushing the issue
Still unclear why astra is listed under quitiapine and seroquel. Is it selling generic and branded?
Agree. There is something weird about the numbers. Az rev is under the seroquel xr product. It should also not be under quetiapine xr.
If those numbers are accurate the only hope is mnks sale of generics. Either ipci gets it back or we get a new partner
Is mnk even putting any effort into these sales? What is ipci doing about it.
No wonder it is not even listed on mnk list of products
Fred. Any thoughts?
Did he tell you what the symphony numbers are
Also doesn’t Bloomberg adjust its historical numbers after the symphony numbers come out
Hard for me to believe the Bloomberg numbers are high when they are so low to begin with considering there are only 5 competitors
Ease up on Tilator and each other. We have too many people on this board who are often wrong but never in doubt. Very little is clear and we are all surmising and looking for more information.
The more information the better. We can take it for what it is worth. No need to attack.
There is one major problem here. No one wants to partner with them. So Money is wasted developing worthless products.
This plug and play stuff is idiotic. Build it and hope they come. If they cannot find development partners, sell the company and salvage something.
My only hope with all this silence is that they are doing podras clinical trials for proof of concept. But I doubt it. Which all leads to the question what in the heck are they doing at that company everyday.
Agree that generics do not require a large outlay for sales. Just listen to the mnk quarterly call. In response to a question one of the officers basically said sg and a don’t really apply to generics because it’s sold through wholesale
It’s more of cost competition driven by relationships. Not quite sure what the employees are doing at intelli. Pretty sure it is not trying to figure how to optimize the approved generics.
I? assumed mnk did a file review prior to partnering and we were in good shape. But no approvals for that or lamictal. Nothing from company in terms of update
What do I mean by locked up
Same with focalin. Both ir and xr
Thank you Fred very much. Really appreciate you sharing the info and your insights about this company
Next pop and I’m out
Looks like the company may generate about 10m in annual revenue. Only value I? see in this company
Company is probably worth about 50m if sold. Problem is that we are paying about 12m a year for employees to play around in the lab and wait for the phone to ring
Hoping the company is sold for revenue stream but won’t happen
Don’t see any value in anything they have going. If that assessment is not accurate I? challenge the company to prove otherwise
Thanks Fred. If you have a chance would you be so kind as to share the competitors sales for the last four weeks for focalin xr and seroquel xr
Appreciate you sharing the info. It’s really the only useful info we get about the company
I’m right there with you. I? appreciate your insight.
So frustrating no info. From company But I’m thinking we are burying our heads to assume anything other than no info is equal to bad info.
Holding out hope. But why?
I? agree. It creates a conflict for the buyer with an existing product. Possible outcome would be to give back the product to ipci. Would that be a good thing?
When are other andas for seroquel cr up for approval? Thought it was nov 1
What upside do you see here? And why do you continue to hold?
WM
Are you continuing to buy at these levels? If so where do you see it going over the next year?
What worries me a bit is that I? think intas was speculated as being one of the interested companies. I? believe they already have approval for 4 of the 5 seroquel cr strengths.
I? think aurobindo is the other. Don’t think they have seroquel cr but do have ir. Sale to auro might be a positive
Mnk getting crushed today.
Thoughts on impact to ipci if mnks generics division is sold
And maybe another 80k with the plus for manufacturing