Samsa,
I haven't missed your posts. Was just pointing out that projections are being made that leave out important pieces of the puzzle to arrive at huge stock valuations. Some are choosing to stick to their projections without consideration of what other's are suggesting. Some choose not participate in the discussion or simply label everyone else ..... "blind". Funny thing is the reverse is likely true if one is not willing to consider all potential inputs. There are many. I've been investing in baby biotech and pharma for 30+ years. THERE IS ALWAYS MORE TO CONSIDER. It can't be just a staightline Rexista calc, add an ANDA or two, subtract today's expenses and ding ding ....... The exercise to toss all the potential inputs onto the table for consideration benefits all and leads to more informed decisions.
I am long IPCI. Period. I presently believe this company has value far in excess of its current price IF IF IF all goes well in the coming year. I seek forward looking valuation based on the course outlined by mgmt. Speaking of which I think mgmt. is part of the issue here. Investors have too many open questions that haven't been addressed. IMO, the Odidi's need to focus on the science and bring in a CEO that can focus on the business of the company.
On the Rexista dosage question, I'm still at one dosage being filed. 40mg. But also a key point that cannot be dismissed ...... immediate release Oxy in the 5 to 15mg range are taken every 4-6 hours. Over 24 hours that is 20-60mgs. Rexista 40mg is intended to be a once daily offering. Rexista could draw some business from immediate release options. I am not certain, but has a once daily Oxy based product hit the market yet ? I know there are a number of 12 hour versions. Hmmmmmmm .......
Amigo Mike
