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Re: Amigo Mike post# 15441

Thursday, 04/27/2017 12:06:03 PM

Thursday, April 27, 2017 12:06:03 PM

Post# of 38634

Agreed Doog,

There is a level of validation that IPCI can handle hard to manufacture candidates. Beyond that though, unless there is a partnership arrangement for one of the ANDAs besides Focalin, they simply won't bring much in terms of a solid increase to market valuation. If they aren't monetized, the validation of the science will pass.

I still do not understand why there hasn't been definitive acknowledgement on the other Focalin strengths submission of bioequivalence. A no brainer. Which to me means it hasn't been done and makes absolutely no sense. The Sedar filngs on say IPCI and PAR "are cooperating to obtain FDA approval". Why not .... bioequivalence has been demonstrated and we are awaiting FDA review ?? Besides Rexista, one would think this top priority.

I also agree the upcoming filing on Rexista is important and hopefully there are no snags in the approval process.

I had hoped the IPCI's new CFO would actually drive the company further towards new partnerships arrangements. Beyond the occasional market purchase and roadshow presentation, haven't seen much.

Amigo Mike



Amigo- I looked back at some of your posts. Last year you were of the opinion that the ANDAs had some value. You were even talking about partnering/commercialization of them adding value to the company. We are about to achieve that with Seroquel, the additional Focalin strengths and Pristiq and Lamictal have been partnered. So I would personally argue these developments should add value to the company. In your recent posts, I am under the impression that you find no value in Seroquel and the other ANDAs and only see value in Rexista and PODRAS. I am wondering why your opinions have changed in regards to this.
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