Some thoughts:
Like tdpeterson123 posted (on the yahoo message board):
I too do not expect profitability this year - And that is a good thing - Because
money which would otherwise come to the bottom line is now being invested in
what will be exceptional profit generators in the future (both near term future
and stretching for the decade plus).
Early this summer there are a few investor conferences which we participated in
last year -- and I hope and expect we will again present.
And this should reinvigorate institutional buying and send share price higher.
In the meantime a small loss might cause our stock to stall - because the retail
buyers (who are mainly clueless as to the very low risk / very high reward
offered by ATRS ) might hold off buying or sell until we get some news, which
could come at any time.
If this is right - for those waiting for a pull-back to buy [which I think is penny
wise and pound foolish) might very well get their chance.
As for the mention here (from Motley Fool) about LibiGel - I have always
considered that our lottery ticket. The drug has demonstrated safety - and
as regards efficacy - It works, only in the latest trial - So did the placebo.
BioSante claimed the trial was poorly designed and gave a very unfair advantage
to the placebo and are betting their company, and the millions they still have on
hand, that a new trial will have approvable results - And that is a major home
run for both BioSante and ATRS.
Only thing is with a failure - They lose the company- We have no money or time invested, and no value being given to LibiGel in our share price - In other words LibiGel is a 100% upside for us and 0% risk - but if we win - it is a blockbuster.
And if that isn't a lottery ticket (but with far, far better odds) -
I don't know what is !!!!
As far as male contraceptive in ATRS' future - I think that is highly improbably.
As far as a licensing agreement for Copaxone - That makes sense for all involved
and I have been confident of such an agreement for a very long time. I don't own
a share of stock based on this confidence (I own a great deal of ATRS - but based
on only what we know - and not what we hope for) -
ATRS will be a very major winner and we should see dramatic improvement in
share price with news and leading up to the FDA decision in October for Otrexup.
Approval - which is never a "slam dunk" for anything at all before the FDA -
But for Otrexup - approval is very highly probable and then it is really off to
the races. It is proof of concept for QST and QSM and what will follow them -
it will begin in earnest our transition from a licensing company to a specialty
pharma company - (along with a successful launch) total validation of our
management - and with launch the beginning of dramatically increased revenue
and then growing earnings.
GOOD LUCK
