InvestorsHub Logo
Followers 3167
Posts 208744
Boards Moderated 2
Alias Born 02/04/2004

Re: fabius post# 23814

Wednesday, 02/15/2017 8:47:55 AM

Wednesday, February 15, 2017 8:47:55 AM

Post# of 38634
Yes you're spot on fabius...2 ANDA's per year until the FDA's backlog completely stalled their expected generics plan...so the fact that they filed their Ranexa ANDA in December without even informing the market is a certain sign that they're expecting the FDA to finally begin putting a meaningful dent in the FDA atrocious ANDA backlog.

And as we know...IPCI's ANDA's are all in the hard to manufacture category...so anyone discounting the coming impact of IPCI's generics pipeline being a perfect complement to their opioid based NDA's and their npodds and PODRAS delivery tech platforms is overlooking Dr Odidi's scientific prowess.

Many continue to overlook the fact that little old IPCI immediately hit the ground running with FocalinXR while TEVA struggled for the better part of 2 years before being able to even manufacture FocalinXR.

Many also overlook the fact that IPCI already had a deal with TEVA on 1 of their pending ANDA approvals that ended up getting cancelled solely because the FDA didn't get around to approving it in a reasonable timeframe due to the FDA generics backlog.

And clearly Mallinkrodt's also expecting a couple more IPCI ANDA approvals on the near term horizon...otherwise they would've had no reason to strike a deal on the 3 ANDA's they did right.

So let's see how much FocalinXR and SeroquelXR revenue hits IPCI's books throughout the balance of 2017...and more importantly let's see how many more of IPCI's long overdue ANDA's finally get FDA approved this year.

Time is finally on our side despite the fact that the FDA holdup on IPCI's ANDA's resulted in IPCI getting harshly punished over the past 3 years.

Mgmt has accomplished an incredible amount on their shoe string budget and Dr Odidi is as frugal as they come when it comes to diluting the stock...which is going to become all the more relevant as IPCI's now rapidly improving valuation metrics come into full play as 2017 unfolds glty


Never buy or sell based on my posts! My posts are just my opinion!

Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent IPCI News