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.
Anybody else think these print ads are a little verbose?
Strange that you are still holding shares, isn't it? Why not sell and preserve what is left?
If somebody argues so fiercly against something like you and twistedfreak do, i know they have lost any objectivity on the matter.
You guys see what you want to see. Its probably the easiest task ever to pull apart the ER of an emerging and growing OTC stock. I can only encourage people to do their own thorough DD and not listen to the dramatic and colorful rhetoric of a few selected users.
Exactely! There has never been any projection for Q1 revs. Plain and simple. Everybody had their own inflated vision of Q1 revs, one more unlikely than the other.
Seriously, how could anybody have expected an increase from 1.7M in Q4 to 2.5M+ (excluding SK) in Q1? A 50%+ growth was just not going to happen with the product line up being largely the same as in Q4! Stay real.
Yes, if I understood it correctly, only 60k or so have been booked from the SK deal. So I am actually OK with the Q1 revs.
Some other interesting points:
- The results of the Sildenafil + Vesele study will soon be in
- Cialis will likely be OTC in 2018 which will spur Vesele sales if results from the Sildenafil/Vesele study are positve
- Beyond Human platform will be expanded to Canada (and other countries later). An additional 500k - 1M expected.
- More partnerships in the works. New announcements expected soon.
- EU approval takes time. Still looking for guidance in some other EU country after Brexit interrupted the process. Don't expect major news in this department soon
Yeeeessss baby!!! Finally, its there !!!
You distract. Just admit you never scrutinized those magic phrases like Newspaper is a Dying Medium!. You just regurgitate them uncritically, thinking they ought to be true.
The content of Innovus ads is a different topic. The ads might not appeal to you and I admit they aren't exactely appealing to me either. But that's the way marketing in this field has been done for many years. It seems to work, otherwise we would have seen a trend shift long ago.
Then how does your reasoning reconcile with the fact that print ads are still widely used from small startups to Fortune 500 companys? You might want to give all these companies a call and remind their marketing departments that print is a dying medium. They must have missed it!
Why not admit that you have no idea about marketing and how well print ads will work for a particular company?
By the way, it's highly entertaining you still think I'm Matthew.
twistedfreak (aka redsox from Yahoo), knows it better than all the market giants still using print ads for marketing. All you do is call this a dead medium based on some diffuse gut feeling and because you heard someone else say it. You've proven consistently that you are unable to do proper research and interpret the data found along the way in any meaningful depth.
If I were to ask you to pull up data that reinforces your claims you would quickly pull up a Google search and copy/paste the first graph that seemingly supports your stance.
It does seem to work, because doing success control for these ads is relatively straightforward to do. If these ads wouldn't work to the degree Dr. D. had hoped for, he wouldn't pursue that path any longer. As simple as that.
A word to those worried about the cost of using newspapers as a major marketing platform.
That is definitely a valid point, but don't forget that print ads are not only about immediate sales, but perfectly suited for generating awareness and building a brand. Our little company needs to be put on people's radar and that's what Dr. D. is doing.
Honey, I just wanted to say thanks for all the effort you put into your research. You provided truly valuable information and probably soothed quite a few stricken investor souls. I think you've applied sound logic in your derivation of potential profits resulting from all these ads.
The only problem I have is that it's really tough to estimate how many readers will call in and order. While I'm inclined to agree with your estimates and think that you've stayed on the conservative side, we can't know for sure. In reality, it might be just 0,1% or less of the readers ordering products. I doubt it though, because if that would be the case, Dr. D. surely wouldn't pursue marketing via newspaper ads any further. It should be easy enough to track the success of newspaper ads based on the geographical origin and amount of orders coming in on the days after an ad has hit the papers. So assume newspaper ads are lucrative marketing channel for Innovus.
Anyhow, I will see if I can find any hit ratios for newspapers ads which allow for extrapolating to our case.
He said Akorn SOLD fluticare! He didnt says anything about who manufactured it.
But even if Akorn sold and manufactured the old RX fluticare, this doesn't mean they are the manufacturer for the new OTC fluticare. I still regard West ward/hikma as the best bet.
This is not the proper environment for your mindless jokes. If you can't resist, then at least indicate clearly that you're just joking!
It's getting increasingly annoying to wade through all this sh*t every day...
I can't believe we still have to repeat this again and again and again...
Honey, thanks a lot for your research into the cost of these newspaper ads. That's really good information!
We all know that whenever you write your compelled "LOL", your emotional state is the exact opposite. Laughing doesn't happen in your world.
Hey how about a screenshot of your INNV shares? Ever wondered why he doesn't offer to show it? Simple answer: He doesn't own any.
Well, to me it sounded like he began to infect you with his scripted pathological pessimism. Leave that guy alone decomposing on the roadside and retain your enviable optimism. As I told you, he is being paid to spread panic and fear. If I were to venture a guess, his employer is connected to the supplements industry although we'll likely never find out.
You wouldn't believe what a cesspool that private forum is I managed to get access to.
pharmacy, I must apologize for missing your post earlier today.
Most of your questions would require answers that easily fall into the "pure conjecture" category or require access to very expensive market research reports in order to make some more educated guesses. I don't know much about South Korea and the buying habits of the South Koreans when it comes to sexual health products to extrapolate the current partnership with J&H to potential partnerships in the EU. You'll need to have some faith in the figures about market sizes provided by Innovus and expect a low single digit percentage from these figures as revenue for their top selling products if all goes well in terms of partnership deals.
With Fluticare approval in the US as well as in the EU and at least two quarters of revenues meeting or surpassing guidance I see the share price somewhere between $2-$4 with maybe a subsequent low ratio RS necessary to uplist to a higher exchange. I hate to make such predictions though as this depends on so many variables that really anyone's guess could be as good as another's.
Fluticare might start around the $10 - 15 million mark and end anywhere between $40 and $60+ million (US + EU combined) after gaining some traction in the first years after launch. Compared to the other products I see it tapping a higher percentage of the market size due to it being the old, yet rebranded prescription bestseller. If brand recognition is leveraged cleverly by marketing it's going to be a powerful sales amplifier. Offering FlutiCare in a bundle with Lertal tablets could enhance revenue streams even further. All in all, I see them in a fine position once Fluticare is finally approved, even between giants Flonase and Clarispray and various smaller competitor fluticasone sprays in the shelves. The BH platform will also prove invaluable for direct to consumer sales and marketing yielding margins unachievable in the retail store space.
Keep in mind though that EU approval suffered a setback due to the Brexit initiation and the UK losing it's Reference Member State Status in the EU. This required Innovus to seek another EU country for the central approval procedure. According to IR they are close to a resolution though and we will hopefully hear some news about this matter soon.
Another important aspect to keep in mind is that Fluticare won't be their only Rx-OTC-switch drug in their ever expanding product portfolio. They clearly stated that further drugs making the Rx-OTC transition will be added to their product line. Even today, Innovus already sells 2 OTC monograph drugs (Apeaz and Ejectdelay) with Xyralid and Fluticare becoming No. 3 + 4 soon. However, Apeaz and Ejectdelay aren't drugs that have recently switched from Rx to OTC.
Personally, I prefer potent pharmaceuticals to natural/herbal alternatives as the revenue potential is higher and the active ingredients are backed by high quality clinical trials and decades of successful application in millions of patients. With herbal supplements, data is typically much weaker and the quality of clinical trials backing their efficacy is often limited by inexpensive, low quality clinical trial (survery-based, not double blinded etc.). It's still a very lucrative business and the supplement industry is expected to grow in the years to come. I like the fact that Innovus is pursuing both avenues.
It's truly hilarious I'm just concerned his thin skin will rupture any second.
Speaks volumes that he is unable to answer why he calls a company he is allegedly invested in "POS" and "con", yet continuous to hold his 200k (read: Z-E-R-O) shares. I hope people finally realize the game he was playing all along. His carrot-and-stick approach to bashing, i.e. most of the time talking down each and every aspect of the company and other times showing some signs of neutrality ("Q1 and Q2 will show if...") made him harder to identify as professional scaremonger, but in the end that's what he is. Without a shadow of a doubt.
Still no response to #7767. Proves you are a liar and a bad one, too. You call the company a "con" and a "POS" and yet you hold. 'Nuff said. You cut such a pitiful figure in trying to discredit other posters.
Saying I hold zero shares is truly amusing. If anybody (apart from you) wants to see half of my position (10.000) because they have concerns that I am a legite investor then just let me know and I will happily post a screenshot.
Let's see what you have to offer Mr. Zero Shares.
I have no findings? Then tell me how to post a link to a private member forum, genius. I will get some evidence out. Just thinking about how to do it best.
Hallo Fabrico,
1.) You will need to wait for Q1 and Q2 revs to see how realistic this goal is. Too early to tell at the moment after the revs for fiscal year 2016 missed guidance by about $170.000. IR gave a plausable explanation for the dip in revs though, so I wouldn't overstate the missed guidance. This happens with companies of all market caps.
2.) Are you talking of current marketing expenses or those to come?
3.) Please don't base your investment decisions on Amazon reviews. Online reviews are known to be heavily manipulated towards both ends of the spectrum. With that in mind a 3.5 stars rating is not bad, especially for a herbal product like Zestra or other natural supplements who tend to be much more hit or miss than high impact pharmaceuticals.
Successful formulation like Zestra, Sensum or Vesele are unlikely to undergo significant changes in the foreseeable futures, in particular if these are patent protected. A marked change to the formulation might require a new patent.
Honey, explain to me why you engange in a conversation with Mr. ShawnP? I've told you about my findings, you applauded them, and now you do as if you've never read them.
C'mon Mr. Zero-Shares, don't distract from my questions. :) Take a stand on what I wrote. We are eagerly waiting for anwers.
Hi Batermere. I'm also still confident we are sitting on a potential gold mine. I know this kind of business well and thus understand that the upside is so much greater than the downside. In the right hands (which it likely is) this is a perfectly scalable business and a hot candidate for a buyout sooner or later.
Most of the time I restrain myself from replying to these guys, but occasionally it's necessary to interrupt their flood of BS with some sanity. Otherwise this board will drown in negativity and pessimism which will create an environment that chases away all users known for contributing truly valuable information.
Just think about how little Aspergers/OCD-Shawn is trying to rule this board with his neverending scaremongering tactics.
Hey tough guys, Shawn and TrueTrades, voice your concerns in the conference call or call management directly and don't play smartass uber-investor on messageboards. I bet you guys would suddenly be very meek if confronted with the brilliant minds of Innovus' executive management team in a direct conversation. Hell, that would be fun to watch. Seeing little internet gangsta Shawn stutter away and see all his criticism being easily rebutted.
It would finally reveal how shallow your understanding of business strategies truly is.
West Ward got the ANDA for the fluticasone spray approved they partnered with Perrigo:
Link
They have another fluticasone ANDA pending, likely the one they partnered with Innovus.
They aquired the OTC rights!!!
Novalere didn't file the ANDA themselves. The manufacturer does. Dr. D. insisted that a particular experienced manufacturer had to file the ANDA. That manufacturer is not officially disclosed, but Syd vom Yahoo Finance board made fantastic research here and concluded it most likely is Hikma Pharmaceuticals' US subsidiary West-Ward Pharmaceuticas.
Dude, Akorn/Hi-tech sold the old prescription "Fluticare"!! Not Novalere!
Thanks for your trust. A few last words before we go back on topic:
You guys have my word. I cant prove it easily with a link since this happened in a private, restricted access forum. But I have provided enough information so that everyone can investigate this in any depth they like. Im not making up things and i never will! All i can do is share this information with you. I guess everyone had the feeling that something wasnt quite right with said person.You decide what to do with this information.
Now back on topic!
Hey Rock, how is it going with TITXF and USPR? You know how to pick winners, do you?
Talk in whole sentences with proper punctuation and people will maybe, just maybe listen to you.
No i dont find it strange. Just bad luck. You have to take variations like this into account when dealing with an official body like the FDA.
There is no proof for the "West-ward" theory. I was just refering to Yahoo user Syd's excellent research into the question with which huge drug manufacturer innovus partnered to bring fluticare to the market.
The news article refers to the fluticasone spray they partnered with Perrigo.
Seems like they also partnered with innovus to bring fluticare to market.
How about neither of the two? Believe in your own DD and filter out the noise created by bashers and pumpers.
I don't see any major problem with this stock. Fundamentals have largely remained the same. Only the last financing round could have been a slightly better deal.
The only real problem I see are people trading/investing with their emotions and not with their common sense.