Repros Therapeutics, Inc. (RPRX)

[ThomasS]

Androxal "Deal": I don't remember how many times this was stressed, but, there were numerous references. I believe the important points were "2nd-tier companies," and "3 of 5 are currently in the T space."
This translates (to me anyway) as major concern on the part of the companies who currently market Androgel, Nebido, Testim, etc. They are all designed to raise T and everyone on the Planet knows that Androxal does that. Plus the other companies who are not in the T space but are showing interest.
I take the gang at their collective message: If the Oct 15 meeting is a net positive, exisiting proposals will materialize quickly at higher amounts than currently exist. If the meeting is a net negative, a deal is still out there with less upfront cash... and JP will probably forego a deal until interim PIII data.
I hope the Endocrine angle wins over the FDA, since no other on-the-market product had to go through any QoL path. The fact that Repros has not accepted any deal to date (as I've said before) shows some measure of confidence on their part going into the Oct 15 meeting.
Regardless, the product "is worth something to someone" today; particularly in EU.
Even if Repros has to raise money in Q2, the net effect in the end is the same as no financing/dilution, because they will get even more cash for both products in the end. I can wait, if necessary. (The 2009 scenario I posted about previously). traders beware!

I can't stress enough how important it would be if the metabolic endpoint gets the nod... "objective" lab data is 10 times better than patients "subjective" data. It makes sense that the FDA would sign off on this. Any and all subjective data from a patient is dicey, imo.