Repros Therapeutics Inc (RPRX)

[docbanker]

I like the name a lot. Who knows when it will pop? It seems to me that right now biotech names with prospects for a "deal" and i mean financing generating banking revs are the ones that are doing well or outperforming their fundamental prospects. We're not in that boat right now.

I am hopeful for a partnership on good terms- sounds like if he doesnt get the terms he wants (e.g. someone wants more derisking data-wise), he may do a small raise. Though I would prefer a partnership, a samll raise is of little consequence to stock price b/c current large holders should "pony up" and terms would be tight.

Though i trade a lot of stuff around (and i mean to the tune of 500MM to a million shares a day)- this one is in the lockbox.

It looks as solid as ever and many of us have scrubbed the sector and are at a loss what large pharma could buy/partner besides this and a limited few others- stay focused on the following parameters: strong efficacy, a dramatic improvement over current therapy, a good safety profile and a large addressable market- we have all of these. few do.