A few points are in order.
1. I am not bashing RPRX. I am analyzing prospects and quantifying a decent risk premium to ascertain a good buy point, if any. My irritation with 1 permabullranter should not be construed as Repros bashing.
2. You're making a mountain of a molehill...The implication in question did not specifically deal with an outright rejection of the Anemia IND; but, rather another layer of a. delay b. uncertainty. Uncertainty could revolve around several different aspects from dose changes, to dosing frequency changes, to trial length changes, to IND modifications, et al.
3. There have been delays across the board,
I'll remind you that PIII's for both drugs were to have already started... please state when you think they will commence? The "new" Anemia indication has, in fact, been delayed as well. Perhaps not as visibly as the other trials, but, delayed nonetheless.
4. The comments from this Board on E. Capital buying more stock conveniently leave out any commentary about other institutions who sold. That's the way it always is: we comment on the buys but not the sells. I've yet to see a direct correlation in any stock re buys or sells from 'tutes anyway.
5. In the past, I have stated, ad nauseum, that I believed RPRX to be grossly undervalued. I still believe it to be somewhat undervalued; however, I don't take a position solely based on that premise when there are new concerns regarding timelines and execution.
I am pissed about Androxal and pissed about the Fibroid PIII's. Even the sole mitigant, Anemia, has an asterisk.
Please forgive my skepticism...
"Illegitimacy is something we should talk about in terms of not having it."
- Dan Quayle
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