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Sunday, February 28, 2016 7:52:48 AM
What I found most intriguing was the fact that the now expired deal with TEVA for the unknown ANDA was definitely NOT for Seroquel as many core holders had been speculating. The reason we now know that it wasn't for Seroquel is for the simple fact that the earliest any companies are going to be receiving approval on SeroquelXR is just prior to AZ's patent protection expiring this coming November...so obviously their now expired ANDA deal with TEVA was on 1 of the other ANDA's stuck in the FDA's approval pipeline.
But now that they've said they're currently negotiating another potential deal with TEVA on another 1 of their pending ANDA approvals perhaps it's on Seroquel now hmmmmmmmmm?
Regardless there wasn't a single core IPCI holder expecting anything new in their earnings because no new products were launched all last year and everyone's already known about the delayed approvals on their remaining FocalinXR strengths for several months now anyways. So the fact they saw fit to put in the paragraph about the additional FocalinXR strengths being launched by PAR following FDA approval is the surest sign there can be that the long wait on the proper FocalinXR revenues is almost over.
The fact remains that we're waiting on the next Rexista NDA catalysts just as we were b4 earnings...and if they do secure another ANDA deal with TEVA, that will simply become relevant if/when announced and FDA approved.
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