Antares Pharma, Inc. (ATRS)

[jab91252]

TDPetersson:

I just reformatted your last name into the Scandinavian original format.;)

That last topic on the expected Teva filing was a little cryptic wasn't it. I'm of the mind that "filing" means a "NDA" and in a way I don't want to get myself overly excited about what it may be - as in the biggest surprise would be for Copaxone. And the "pipeline" comment I took away as meaning the Teva/Antares pipeline or more broadly, Antares/Teva partnership. Other than those thoughts, I'm as much in the dark as perhaps you - no offense.

Here's where myself and a few of my friends are having a disconnect however. LeRoux stated Otrexup revs between $100-200million peak sales (not including the tag along psoriasis product). Then Ceo PW goes on to state, regarding the generic epi-pen, that this product will be a $2billion dollar product by the time of launch (2015) with revs between 25-40% - BUT the epi pen is less important rev wise for Antares because of the impact of Otrexup followed by Testosterone.

So, if 2015 rev for epi is est $2 billion and if we take off the est revs of say $200 million for Otrexup, that leaves $1.8 billion for testosterone revs!

Is Wotton talking about bottom line revs, where the $2 billion epi pen portion goes to Teva's bottom line whereas (ATRS gets royalties, etc), but the Otrexup and then QS-T bottom line revs (at closer to 100% sans partnerships) foots into Antares pockets.

Also, I did not note this in my summary, but I wrote it down as something LeRoux Jooste stated about the 25-30 rep force was all the was needed to reach the RA docs, was "Quintiles". I just googled it:

http://www.quintiles.com/locations/north-america/united-states/commercial-services/

I believe these are the guys Antares will be using as a 3rd party marketing force.
jab9