Thanks Vance, thus far I think it's been proven that an r/s is not up for a vote, it's the dilution that's up for a vote.
Are you still long on LPCN?
How long have you been in LPCN?
Do you care to share your average pps or number of shares?
I'm not trying to be negative here, but here are some of my thoughts...
It's a shame that Tlando only got tentative approval, for marketing in March 2022, due to the fraudulent exclusivity of Jatenzo.
It appears that Lipocine has not interest in suing in court. What's the court status?
It appears that no one would want a 2 or 3 times per day Tlando pill, when Xtlando, with a once per day dose would be preferred.
It appears that no one, the FDA, patients, or big pharma has much if any interest in a T-booster pill.
I don't think Lipocine is going to get a favorable deal for marketing Tlando. Am I being too negative? When will we hear about a partnership?
Positive Nash results will be a bigger deal than Tlando, or at least a good catalyst. Unfortunately, I guess it wasn't tested on alcoholics livers, but if it treats fatty livers good, maybe it could be prescribed off label to alcoholics...
As of writing this, I'm not under water. I'm considering to bale out in full now and if I do that, I'm considering getting back in, in early 2023.
Also, the Biden Admin wants price controls/socialized medicine, which might even happen with another executive order, so lower profits for big pharma, hedge funds and us retail investors. As well as lower research capital for new drugs...
Drug costs can't just be fixed with price controls, they also need to lower NDA and SNDA costs with the FDA as well as somehow reduce the cost of drug trials.
I was under water for a,ong time on, LPCN after the FDA first reject Tlando, so I bought more and up above water now, but I mostly just see cash burning and delays here.
In the extremely long run LPCN could be a win, but if I stay in I think I'll go undwer water as the stock price tanks for the next year or so...
Am I'm being too negative and paranoid or am I being realistic. What are your thoughts?
Thank you.
