Repros Therapeutics, Inc. (RPRX)

[Mpower]

Zipjet, put yourself in the shoes of Solvay Pharma. Do you expect them to just sit back and let Androxal eat into their Androgel sales, or do you think it would be wise for them to consider biting the bullet and spending some money (half of their yearly revenue stream from Androgel) to buyout a threatening pipeline.

The only real question is whether JP would be willing to let the Androxal pipeline go for a fraction of its potential long-term worth -- my bet is that he would let it go as long as Solvay doesn't make a ridiculously low offer (<$200 million). While Proellex is definitly getting more attention from investors (perhaps rightly so), Androxal is quite valuable.