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Once again destroying SH‘s trust
Based on the 7,3$M Movantik did in April, Talicia revenue basically none.
Talicia priced 650$ per prescription
„To reduce the development of drug-resistant bacteria and maintain the effectiveness of Talicia and other antibacterial drugs, Talicia should be used only to treat or prevent infections that are proven or strongly suspected to be caused by bacteria.“
And a tiny new catalyst in form of the MAP2US extension study. Albeit a small n=30 but nevertheless could be interesting data.
The one thing that bothers me about that study is they aimed to enroll ~100 patients and only got 30. That’s odd
Management killed all the momentum with the ATM.
They do that all the time. Why not let the stock run up close to November 2nd and raise a few weeks before.
I really hope they do not! A raise now would be equal to the raise which sent us down to 5$.
They better partner 104 or Talicia ex US to get at least a bit upfront cash
At least I am expecting it to be a zero sum game.
Anyway they have about 5 q’s of cash. If all goes well talicia should be approved in Q3 19. So maybe one small raise is needed since the sales force and infrastructure is already in place
Revenue is stagnating..
Management knows they will lose all their credibility if try raise before the results.
The last raise took the shares down >50%. They will not do that mistake again.
Great summarie!
But why do you think Focal one is next year?
Due to yesterday's approval, which was filled two months ago, Focal one could easily be approved in mid November
If this would be a l leak we would see far more then a few % decline
With offering I meant private offering.
Hopefully never! Haha
Redhill stated many times that they are willing to license their drugs ex. US and keep the large US market for themselves.
This strategy is in line with the establishment of the donnatal enteragam salesforce
If the Ph2 results in September are positive I'm expecting an offering after. Bekinda has much more potential in the IBS-D indication which should led to a nice pop on +data
Biggest takeaway from the update is that they can directly move into an pivotal phase 3 trial with 104 for NTM
What are your thoughts on the upcoming ph 2 results for IBS-D?
Previous studies with ondansetron for IBS-D reached significant improving in stool consistency.
The same endpoint RDHL is using..
It depends on what the placebo arm does.
Assuming RHB104 comes in with ~60% remission rates(what Borody achieved in his Study in 2005) and the placebo with 15~25%. It's not that impossible to reach the threshold of 0,003.