And there are now 60 identified drug products for potential use with Antares Vibex technology platform. This is up from the previously reported 40 drugs. The 60 drugs statement is in the new Form 10-K filing. I thought that maybe and since CEO Wotton just recently mentioned 40 during RBC HCC, that it was a typo or mistake, but I verified the number with Jack.
Pandora's box has been opened but what potentially comes out is in a good way.
As Ryman's post noted also from the 10-K:
"Recently a trend has emerged where companies are now focusing on “branded generics” wherein an established drug is coupled with a device technology in order to improve the drug utility to the patient or improve the ease of use of an injectable drug. This concept is the basis of our OTREXUP™ and Vibex™ QS T products and potentially provides the pharmaceutical company a high value branded product."
Antares is going to capitalize on this and in my opinion in a big way. Why? Well, because they have identified this niche or trend and they have the wherewithal to make it happen.
These trading days of fickle market reaction to missing expected earnings by one penny and the ensuing fall out from that are an unfortunate misrepresentation of what the company has done, is doing and what will get done. The market place that reacts to news is inherently irrelevant to the companies future value but yet is relevant only to its trading reaction on any given day. Some people live and exist in those day to day emasciations and that's the market that long investors have to contend with in the meantime.
There exists a divergence in the growth / trend line of the company which is northwest, to the pps trend line which lately has been southwest. I ask rhetorically, which trend line is the true representation? Which one is sustainable and real? Which one is going to go through a correction?
jab9
