Intellipharmaceutics International Inc. (IPCI)

[tilator]

Tilator- You won't find anyplace that says that publicly. But trust me... Years ago there was a lot of talk about generics bringing in lots of money. This next quarter you will understand what I am saying. Seroquel revenues are going to disappoint very, very badly. I hope I am wrong but in my opinion IPCI will be lucky to hit $1.5M in total revenue for this next quarter. Go back and look what analysts were calling for earlier this year. Many, many multiples of $1.5M. Last quarter Seroquel revenue was almost non existent.

Over the years I have heard:

1. Focalin XR would bring them to CFP status. Well it never did...
2. Seroquel XR would make them profitable in 2017. Not going to happen...
3. we are waiting for approvals to partner as we can negotiate better deals then. Uh, how about those great deals they negotiated on Gluco and Keppra.

Oh... Have you heard anything from the VP of Commercial Operations? I am guessing not... Must be out banging on doors working on all those commercial deals. NOT!

You are right - BUT - it's not bad products. The cause is bad deals. If they had better deals with PAR and MNK there would be nice income for IPCI right now.

Now - bad deals is something NDAs will not change. I don't understand why anybody would wait better income from NDAs, because IPCI can (read will) make bad deals with them too. NDA is not the answer to anything. Better deals are what we need.

Second thing is, NDAs are even harder to get approved than ANDAs. If IPCI can't get ANDAs approved, how on earth will they ever get NDA. There already was a setback as you quite well remember.

So - I don't trust NDAs at all. Not IPCIs NDAs. If they only got a couple ANDAs approved, we would at least have a chance.