Saturday, July 12, 2014 11:38:31 AM
DG, you are most likely correct about a slow process for Vitaros to roll out and gain traction, given the complexity of the product and patients using it, instead of looking for a blockbuster right away
I'm now just looking to see if Vitaros can pay the bills, until 2 great products with unmet need can prove themselves in the clinic, Femprox, a blockbuster, and Rayva.
Rayva has a $100M USA sales potential, an unmet need, no competition and a specialty market that APRI could sell to themselves. Also APRI spoke about out licensing Rayva ex-US, if they need cash I would start that process in a few places right away to generate some cash.
Also I would look to out licence NexAct, and to get more products moving like Mycova, and a PE product, both of which have good patent protection. There's also Vitaros in Latin America they can out license for some up-fronts, most likely room temp there though so that may be a ways off.
Also once Vitaros launches in Canada, Germany and France, there'll be alot more sales to look at as you mentioned before.
I'm now just looking to see if Vitaros can pay the bills, until 2 great products with unmet need can prove themselves in the clinic, Femprox, a blockbuster, and Rayva.
Rayva has a $100M USA sales potential, an unmet need, no competition and a specialty market that APRI could sell to themselves. Also APRI spoke about out licensing Rayva ex-US, if they need cash I would start that process in a few places right away to generate some cash.
Also I would look to out licence NexAct, and to get more products moving like Mycova, and a PE product, both of which have good patent protection. There's also Vitaros in Latin America they can out license for some up-fronts, most likely room temp there though so that may be a ways off.
Also once Vitaros launches in Canada, Germany and France, there'll be alot more sales to look at as you mentioned before.
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