Repros Therapeutics Inc (RPRX)

[corpstrat]

<<$6-$10 BILLION world wide market>> Now we're talking! All it takes is a price of $2000 per pt or a penetration of 20% to reach $7BN - and with the latest endometriosis effects in the bag those seem frankly modest expectations for the drug in the hands of a competent marketer.

Which brings up the question of Repros moving from virtual to integrated pharma. With revenue potential like that, it must be economically feasible to get a salesforce and the whole marketing machine up and running, even into a large Gyn market. Arguably, one could buy the talent - from new CEO on down - for less than what one would give up to stingy BP-in-WH bidders for Proellex who would not need to build up S&M from scratch. So maybe my knee-jerk reaction that go-it-alone would be value-destructive is wrong.

Your trial timeline looks spot on. I fixed the one on the BV board along similar lines, I hope, a couple of days back.

You're brave to guess the pps in 3Q. An NDA-able pivotal result in anemia will be irresistible to additional investors, you think? Even if the shorts could suppress it to the $12-14 level all year, funding to complete the current development program won't be extortionately expensive to long-term investors. And for most of us it's the endgame that we're in this for - win or lose.

I was actually wondering what you (and others) think we might hear at the next couple of public outings for JP in 2nd wk of Feb. More details of the endo P2, which might give DD more creativity challenges? Enrolment updates on all the ongoing studies? Date for EOP2 mtg? Anything at all on safety results? Other?