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Re: rph_investor post# 1108

Thursday, 03/07/2013 5:21:19 PM

Thursday, March 07, 2013 5:21:19 PM

Post# of 4817
It somewhat intriguing to me that even though the new, what I believe to be an in-house program, QS-M has made it onto the "Investor Presentation", that not much in the way of fanfare has been made of it. Barely a mention of it during the RBC and Cowen HCC's. Is this by design because the focus is on Otrexup and pushing that through, then QS-T?

Regarding another post pertaining to earnings, I'm in the camp with the analysts on the -0.02 just because they seem to be more right than wrong. Plus I wonder how much Antares is spending for the manufacturing of the Otrexup pen given Wotton hit on this during the RBC conference when he referred to a manufacturing facility in Massachusetts. They must feel confident with FDA approval given they are currently fabricating the pens. The plus side to this is that once they gain approval, they hit the ground running with the sales force they will have in place.

jab9