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Re: tilator post# 32292

Monday, 01/22/2018 5:33:17 PM

Monday, January 22, 2018 5:33:17 PM

Post# of 38634

I hear ya tilator and thnx for sharing those insights. We may finally be getting some long overdue positives on the near term horizon...and Angelo's probably right that new CFO Patience is the force behind initiating these commercialization/manufacturing endeavors in China.

BTW. There is even a tiny possibility to a situation where chinese authorities give permission not only to the four FDA-approved ANDAs but oxy too. If only they think there is enough studies done already. This would give us an "interesting" situation.

Well... we've gone from "the sky is falling" posts to "we don't have to wait for pie in the sky... we can have it now... with ice cream on top." posts... all in the course of a day.

There has been a concensus on this board that IPCI was/is fearful of transferring their technology on Rexista for fear of theft... so why would they now transfer that technology to a country that is notorious for intellectual property theft... not likely this has anything to do with Rexista.

My guess... and it's only a guess... is that we have 2 XR drugs approved but gathering dust.

Keppra is minute in comparison... but Glucophage XR is HUGE. It's a very competitive field... but what is to keep IPCI from entering it with breakthrough low prices and capturing a significant share of the pie... they only need an understanding with a major distributor that they'll provide them Glucophage XR at a price better than what they're paying now... and might as well throw in we also have Keppra and Focalin XR (remember PAR's contract is NOT mutually exclusive).

Furthermore... I assume... that the licensing agreements with MNK have minimum sales requirements, just as they have time limits... might not IPCI possibly regain rights to market Seroquel Lamictal and Pristiq... if sales of Seroquel do not pick up???

p.s. I think that possibly... one of the 2 ANDAs they are expecting approval on is Ranexa... not partnered and not that much competition on it.

If they are not getting 40% or at very minimum 30% royalties on their ANDAs, then it was a mistake to not do a 10 million share offering when stock was over $3.00 and tackle the distribution themselves... it's not like an NDA that you have to develop a relationship with every doctor in town... you merely need to develop a relationship with a couple of distributors.

A small company like IPCI can become "extremely profitable" with (eventually) 9 approved XR ANDAs... we're talking about a combined ~ $5 BILLION market value... all they would need is a couple of %age points.