Speaking as someone that tells these companies what to do for a living, I think that RPRX would be best served by engaging a professional--preferably an agency but at least a senior-level consultant--to help get the word out about their product.
I'm not talking about road shows, etc. I'm talking about getting the data out there at medical meetings and in publications efficiently and rapidly. Right now I see no evidence that Repros is making any efforts in this direction. Specifically, here's what they should do:
1) Ensure that their data are presented at multiple meetings, both US-based and international. If necessary, they can repurpose the same data to present at >1 meeting
2) Ensure that their data are published in major journals, as rapidly as possible.
3) Commission review articles that illustrate the clinical need for Androxal and Proellex, differentiate these agents from current and future competitors, and highlight key data from the clinical trial program
4) Develop a speakers program and engage select KOLs to give medical presentations to colleagues that lay the groundwork for both Proellex and Androxal in clinical practice and generate excitement in the medical community
5) Develop a formal communications program to tie all of this together, identifying key messaging and utilizing it consistently.
The problem I see with Repros is that they're taking a 1-pronged approach, that is to say, they're doing okay (but not great) at getting their messages out to the investment community, but the medical community--and other potential stakeholders that go to medical meetings, read journals, (which includes the investment community as well)--have no idea what these drugs are or how they are differentiated from, say Testim (for Androxal) and Lupron (for Proellex).
In short, getting the primary data out in credible venues, whether at meetings or major journals, would do much to enhance shareholder value here. Repeating and reinforcing this information with reviews and speakers brings additional value. The company can't rely on their investigators to write these sorts of things in a timely manner without a whip and assistance. Hence the need for an agency.
Typically, a partner would deal with all of this, and these sorts of initiatives would start right around the beginning of phase III. Since we're there already with both drugs, Repros should be moving forward with these sorts of programs *now*.
No charge.
