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Re: doogdilinger post# 19523

Thursday, 10/20/2016 11:20:23 AM

Thursday, October 20, 2016 11:20:23 AM

Post# of 38634
In their presentation that just posted on the IPCI website, they noted they will manufacture on a cost plus basis. That greatly reduces any cost risk on the manufacturing side for IPCI and locks in additional margin. Very happy to see that is the arrangement for a company new to manufacturing (kudos to management there). The presentation reiterated the Q4 filing time frame for the NDA, also good news. Still, I'm looking forward to the competitors launch of Seroquel on or near November 1st. After getting unnecessarily burned on the remaining strengths of Focalin it will be a nice catalyst to lock in that launch time frame of on or near May 1st for IPCI.