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Re: y3maxx post# 883

Tuesday, 12/04/2007 11:56:32 AM

Tuesday, December 04, 2007 11:56:32 AM

Post# of 1467
After reading through the thread over on biotech values (as I don't follow RPRX that closely), I don't think your comparison bewteen RPRX and JAV is valid, at least for now.

RPRX has ACTUALLY disappointed their investors and the street with their string of news about delays and missteps. Both Proellex and Androxel are both off track with regard to previous studies that were supposed to advance the potential for FDA approval. Now proellex is looking for and new IND, with no new news on phase 3 enrollment and Androxel appears to be dead in the water until/unless they can adequately negotiate the appropriate outcome data for the P3 trial.

JAV, on the other hand, has marketing clearance for Dyloject (albeit not for the important US market), and active P3 studies for both IN ketamine and Dyloject in the US (and let's not forget Rylomine).

If RPRX's strategy is indeed to push the pipeline along until they are an attractive buyout canidate, they have delayed that invitation to dance with a big partner as well as soiled their reputation because of their lack of candor. JAV has both kept their status pure (if they are interested in being swept away by a big pharma) and kept themselves on their stated course.

I am hoping for the latter. The co. will be worth much more if they remain independent.

aj