Biotech Values

[DewDiligence]

I've been a long-time investor in AIS & think it has a lot of potential to move higher. Partnership possibilities for Libigel, Anturol, Nestorone, and their methotrexate injector could all add substantial value.

AIS does have a lot of irons in the fire. However, standalone drug-delivery companies rarely pull in large profits because drug-delivery technology is a widely available commodity and is priced accordingly in the marketplace. A drug-delivery company has to have a stake of a singularly exciting product such as LibiGel to be worthy of investing, IMO.

AIS’ methotrexate program strikes me as a wasted effort. When was the last time a company made big money by selling an injectable formulation of a generic drug available as a pill? (Risperdal Consta is not a case in point because oral Risperdal was still on-patent when Consta came to market.)