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Sunday, November 05, 2017 11:32:54 AM
A Dog of a Stock Suddenly Jumps Up and No One Notices
From the earnings conference call, selected excerpts.
http://tinyurl.com/ybtjpft7
With GALLIPRANT, we've been working very closely with our marketing collaborator, Elanco Animal Health, a division of Eli Lilly and Company. Well, Aratana developed GALLIPRANT from a clinical proof of concept through FDA approval; we signed a landmark collaboration with Elanco in 2016. That collaboration puts our emerging sales force alongside Elanco’s factor of 10 larger sales force and a comprehensive network of distributors as we entered the competitive multi-100 million dollar canine osteoarthritis pain market in the United States.
For the record, there is a hint in my mind of a future takeover here but this tired speculation everywhere these days with small development-stage biotechs seems contradicted by other factors.
I really, really like Entyce but again looky here:
We are also working directly with several national and regional corporate customers, which we believe constitute approximately 10% of all veterinary clinics in the US. Hence we believe that ENTYCE is well represented and the competitive issues will be manageable because ENTYCE is the only FDA approved appetite stimulant in dogs.
This is obviously a case where the resources of a huge corporation would be a terrific advantage, not to mention the time factor. Success with Entyce could obviously entice a horde of new ghrelin copycats in a field where FDA approval is not necessary but PETX does not seem deterred in the slightest from building its own sales organization.
Third and finally, AT-016, allogeneic adipose-derived stem cells for dogs...
And on to a brave new world where no veterinary operation ever went before.
That was all from the introductory remarks of the CEO. Others might want to read more from a dog that could start barking very loudly.
Not that I am biased or anything.
Best, Terry
From the earnings conference call, selected excerpts.
http://tinyurl.com/ybtjpft7
With GALLIPRANT, we've been working very closely with our marketing collaborator, Elanco Animal Health, a division of Eli Lilly and Company. Well, Aratana developed GALLIPRANT from a clinical proof of concept through FDA approval; we signed a landmark collaboration with Elanco in 2016. That collaboration puts our emerging sales force alongside Elanco’s factor of 10 larger sales force and a comprehensive network of distributors as we entered the competitive multi-100 million dollar canine osteoarthritis pain market in the United States.
For the record, there is a hint in my mind of a future takeover here but this tired speculation everywhere these days with small development-stage biotechs seems contradicted by other factors.
I really, really like Entyce but again looky here:
We are also working directly with several national and regional corporate customers, which we believe constitute approximately 10% of all veterinary clinics in the US. Hence we believe that ENTYCE is well represented and the competitive issues will be manageable because ENTYCE is the only FDA approved appetite stimulant in dogs.
This is obviously a case where the resources of a huge corporation would be a terrific advantage, not to mention the time factor. Success with Entyce could obviously entice a horde of new ghrelin copycats in a field where FDA approval is not necessary but PETX does not seem deterred in the slightest from building its own sales organization.
Third and finally, AT-016, allogeneic adipose-derived stem cells for dogs...
And on to a brave new world where no veterinary operation ever went before.
That was all from the introductory remarks of the CEO. Others might want to read more from a dog that could start barking very loudly.
Not that I am biased or anything.
Best, Terry
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