Repros Therapeutics, Inc. (RPRX)

[dewophile]

NBIX

now that indiplon's dead, focus is centering more and more on neurocrine's GnRh antagonist program. at a market cap of about 200M despite today's drop, analysts must think pretty highly of this candidate (and pretty lowly of proellex). i don't agree..the MOA is the same as lupron, except it doesn't have a flare effect so works faster, and its a pill which is nice. the suppression is not as potent as lupron so efficacy won't be as good - ironically the company spins this as a positive, in that only partial suppression enables enough endogenous estrogen to circulate to spare bone. that might help some endo pts, but most would rather take the more effective product and transition to add back or BMD screening imo