Brusselsspirit, I agree it is a house of cards what with buying Novitium to bring in-house drug development capability and then shortly thereafter proclaiming to be a rare disease company too and then merging with Alimera. All the while, having a hodgepodge of legacy opportunities with Libigel, Pill Plus, CG0070 and GVAX perhaps.
While nothing is ever certain, several things indicate something is up:
1) They will not disclose that they have a new "commercial" headquarters.
2) They have not disclosed the approval of Tezruly when they have others.
3) They have not updated their Corporate Presentation since June where these have been getting updated at least on a bi-monthly basis.
4) Consistent with this, they have slowed or stopped their participation in investment conferences (compare last year's Q3 schedule to this year).
5) An extension was filed for the pivotal Libigel clinical trial.
6) Someone paid for a simultaneous global PR campaign for the use of testosterone for women which includes a paid spokesperson (Kate Winslet)
7) There was an army of lawyers participating in the Novitium acquisition.
8) Our Chairman, Patrick Walsh, is a private equity guy (Ampersand Capital) and has led multiple deals (I looked at some of these and they have been done together with Bourne Partners who helped with the Novitium deal).
9) MVP Capital has stuck with us from the beginning and is on the inside (former chairman) and knows what is coming.
JTFM can probably add more of these clues. I agree with his observation about the mystery 505b NDA being funded by a third party. Given the timing he outlined, we should know soon enough what is going on.
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