FDA Plays

[colorofmoney]

From Ihubber Probart
XCHO Xenacare(XCHO)Valuation Report,shows potential for a 50 baggerThoughts?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44551225
There is an apparent lucrative investment in a company called Xenacare (XCHO) that is the exclusive distributor of Cobroxin (www.Cobroxin.com). Cobroxin is the first non-prescription pain med that can treat moderate pain (normally treated by Vicodin, Morphine or other opiates). The reason it is non-prescription is that there is no "high" thus is non-additive and the dose is very small. The product was developed by NutraPharma (NPHC) which has already made a run in August-September of over 20 times based on the Cobroxin news.

I have pulled info from several sources into this report. In a nutshell they have a new pain killer Cobroxin that has been placed in stores like Winn-Dixie and on websites like Amazon. It appears to be a blockbuster, yet XCHO only has about a $6 million market cap. NPHC has released sales projections of 1,000,000 units a month. So far they say introductory sales are exceeding expectations. They have said by the 2Q of 2010 it will be on the shelf in 40% of the drug stores in America. XCHO has exclusive marketing rights to Cobroxin. Check it out, I think you will like what you see.


The CEO of NutraPharma Rik Deitsch http://people.forbes.com/profile/rik-j-deitsch/59117 has said in a webinar in September which is very informative on the technology the 1,000,000 units a month projection after it been fully rolled out. Here is that presentation: http://www.nutrapharma.com/investor_relations/presentations.php. Also he gave another presentation last week that should show up at that link soon.

BTW for full disclosure I have a position in both NPHC and XCHO which I have increased significantly in the last month as the effectiveness of the product has been proven from multiple sources including a MD. The most active stock
board on XCHO is Yahoo, I would suggest viewing it for additional info.

Lets look at valuations. Currently NPHC has 110 million market cap and got to a $220 million market cap http://finance.yahoo.com/q/ks?s=NPHC.OB. They have 269 million shares out. Xenacare (XCHO) in comparison has a $6 million market cap and only 66 million shares out of which only 47 million is float http://finance.yahoo.com/q/ks?s=xcho.ob. NPHC does have the advantage of additional drugs in the pipeline, but the gross sales of Cobroxin will first go to XCHO, then NPHC will get its cut. Since Rik uses the figure of 1 million bottles a month what will that translate into? XCHO is selling it briskly now online on its own site (www.Cobroxin.com) for $19. They wholesale for $10 from reports we have from a MD. Sites like Amazon.com and Overstock.com have had trouble keeping it stocked, it is selling apparently above their expectations. So to guess at Xenacare's (XCHO) long term average sales price I will use $11 a bottle. That is $132,000,000 in sales per year for a company with a market cap today of $6,000,000. Hence the opportunity. A rapidly growing company often gets a 5x or 8x Sales valuation. Lets say XCHO only gets a 3x Sales and the stock is diluted 25% as the PPS goes up. That would push XCHO from the current .09 to $4.95 per share. That would be a 55 bagger or 55 times current price. Lets say the CEO of NPHC is way off on his projections, and it is only 250,000 bottles a month. That would still be at a measly 3x Sales $1.24 a share or a 14 bagger.

As the name implies the product is highly dilute peptides derived from cobra venom. The pain killing ability of this has been known for centuries and the US Army used it along side morphine in WW2. It was then unstandardized and the mechanism was unknown. Those issues have been solved. It works especially good on arthritis pain BTW. Cobroxin won Product of the Year when it was announced http://www.news-medical.net/news/20090831/Nutra-Pharmae28099s-Cobroxin-pain-reliever-is-Best-New-Product-at-the-ECRM-Conference.aspx. Here are some testimonials http://www.cobroxin.com/testimonials.php Also here are the Amazon.com product reviews: http://www.amazon.com/CloseoutZone-Chronic-Pain-Reliever/dp/B002VFYHGA


Here are the notes from the 12-10-09 Webinar by Rik the CEO of NPHC which has not yet been archived. He said that up front it was not for investors but for users, but we got tons of news anyway.

1. Nyloxin OTC is foreign name of Cobroxin.

2. He said he was happy with Xenacare and how Cobroxin is being rolled out by Xenacare (XCHO).

3. He said by 2Q all major drug chains will have it and 40% of all drug stores in USA. This is on the shelf and it will result in 2Q sales explosion.

4. He gave us 5 retail chain names that have it on the shelf with close to 2,000 stores combined. The list is:
Winn Dixie 600 stores
Myers 173
Dwanye Reed 250 (NY)
Hannaford 250
Stop &Shop 375

BTW the CDMA already has ordered it and they have 6,000 outlets in 32 states: http://www.pr.com/press-release/191604

5. They do plan a pet version.

6. It is less expensive per month than Advil.

7. It is 5 micrograms per spray.

8. Overdose almost impossible, researcher drank 36 bottles and got double vision and headache only.

9. TV ads will start running in January. In magazines now.


Prior info we have is customer reviews at Amazon:

http://www.amazon.com/CloseoutZone-Chronic-Pain-Reliever/dp/B002VFYHGA

5 Reviews
5 star: (5)
4 star: (0)
3 star: (0)
2 star: (0)
1 star: (0)


Average Customer Review
5.0 out of 5 stars (5 customer reviews)
Most Helpful Customer Reviews

4 of 4 people found the following review helpful:
5.0 out of 5 stars Great new pain reliever, November 3, 2009
By Ruben Rivera (Minneapolis, MN USA) - See all my reviews
(REAL NAME)

I ordered this product several days ago and applied it according to the directions on joints that have been giving me chronic pain for years. The instructions say it takes 3 to 4 applications per day for about 4 days for it to become effective (then you can reduce the number of applications per day), but I was getting relief within a couple of days. Cobroxin is working great with none of the side effects the FDA says accompany many of the common pain relievers out there. This is great stuff.

4 of 4 people found the following review helpful:
5.0 out of 5 stars This product really works!, November 3, 2009
By A. Nel - See all my reviews
(REAL NAME)

I have purchased and used both the gel and the spray. I was a bit skeptic at first. It has been VERY effective on both a chronic elbow pain and the spray has worked wonders for my migraine problem.
There are no side effects associated with this product that one would get using over the counter drugs and prescription medications. It relieved me of serious pain within thirty minutes.


Thanks Cobroxin, awesome product! Comment Comment | Permalink | Was this review helpful to you? Yes No (Report this)

2 of 2 people found the following review helpful:
5.0 out of 5 stars Cobroxin Works!!!!, November 3, 2009
By AlexD (Florida) - See all my reviews

Unbelievable. There is no other word to describe this product. I bought it for my girlfriend who has had pain in her hip for years. On only the second day after the first application, she walked to the grocery store not once, but twice, and without pain. Previously, she would get sore on the way there and suffer all the way back. This is one of those things that seems too good to be true, but is just THAT good. I'm so impressed, I already ordered more for two of my friends who suffer daily. I almost wish I had an ache of my own to try it out on!! Comment Comment | Permalink | Was this review helpful to you? Yes No (Report this)



Conclusion: The Risk/Reward Raton on XCHO is extraordinary and a 10-20-50 bagger is feasible. Please do your own due diligence and report what you find.

Cheers