Heather Mason recently purchased 25K of ASRT shares.

dcaf7, please elaborate on what you mean?

A couple questions. A few days ago, a phase 2 study showed pediatric patients tolerated Rolvedon without requiring dose reduction. I could not copy link, but can find on Stocktwits ASRT from poster Avedesian. What is the significance? Does this mean Assertio may market to pediatric patients now, or phase 3 required? Also, this poster says that Neulasta and biosimilars required dose reduction for pediatric patients. Does this mean R is safer? How does this differentiate R from Neulasta and biosimilars? Next question: Hanmi recently said in interview with a Korean biopharma news that they expect R to be successful in their same day dosing trial to get a 'competitive edge'. IMO this appears to be a sign that they will continue with another study if the current study is successful. Another poster on X, claiming to be a doctor (this was copied on Stocktwits) said that they expect it to be short study due to requiring only one cycle of treatment. Any ideas of how long to complete another study, including enrollment? Should this be a quicker study? TIA!

The same day dosing trial for R has moved forward its study completion date from june 2025 to july 2024. Thoughts? Is this a good sign and if successful, what is next?

Good question, dcaf7!

What a shocker. I thought Pozi was dead. What do you think Hanmi is trying to do- get approval for 3rd line treatment? What about the whole dosing and side effects problem that FDA issued a CRL for--is Hanmi addressing that as far as you know? Do you know if MDA is still interested in investigating Pozi or have moved on? TIA.

Hi dcaf7! Found you again! What do you think of Ryzneuta?

Wow. So how does that change ODAC's calculations with regard to where Pozi could fit in the treatment algorithm? Now they don't have a TKI. Could this revive a second chance for Pozi?

Good find, dcaf7. That would make same day injection or on-body injectors less important and more for convenience for patients uncomfortable with giving themselves injections. It appears to be allowed for all G-CSFs in this market. I found instructions for Neulasta to also be given as injection from home: https://www.mskcc.org/cancer-care/patient-education/how-give-yourself-injection-filgrastim-pegfilgrastim
Lots of patients give themselves injections at home for other drugs, i.e. for diabetes or obesity, etc. So good that this is an option for patients on Rolvedon also.

@dcaf7 and whoever wants to take a stab at this answer: ER = earnings release? Does this new deal put limits on SPPI share price? Or can both stocks gain from good R sales in the upcoming ER? TIA.

Can anyone explain this buyout? Is this good, bad, ugly? Why Spectrum did this if they had enough cash until next year? What is CVR? TIA.

Big news today: Spectrum was bought out: https://www.yahoo.com/entertainment/assertio-holdings-inc-acquire-spectrum-100000644.html

Good find, dcaf7! This will give the pharmaceutical reps something more to talk about with potential buyers. Good press.

Hi Dcaf7! Nice to be able to chat with you again! It would be a shame if this is the end of Pozi. Must be a reason why MDA and Spectrum are still running or finishing a few Pozi trials? Maybe they are keeping hope alive? It would probably never be more than a 3rd line or niche drug, but still there is unmet need.

Greetings! @dcaf7: thanks for pointing out these slides! Not sure how long Michael Grabow has been with Spectrum as CBO, but he's from Amgen too. I hope all this Amgen experience will pay off for R. sales! Seeing the structural comparison of drugs really drives home the point visually that R. is a unique drug, quite different from Neulasta. Their best prospects for sales are Clinic and 340-B hospitals and according to their slide that is 70% of the market, which they are focusing on. Will be interesting to see next month in quarterly earnings report how Q1 went without a permanent J code. We'll have to wait until August to see how permanent J code affects sales for Q2. Wonder what they're planning for Pozi. I figure they're trying to find a buyer and keep most important studies going until then.