Hey Jab, my friend...
Hope all is well with you and your family. Thanks for the concise yet incredibly thorough synopsis of the earnings call. I wasn't able to listen to the "live" call and your efforts for capturing and communicating the highlights (and there were many) are much appreciated.
Just one comment regarding the Antares Business Model recap...Dr. Paul stated during the call, "Our product process targets already approved molecules, where a meaningful benefit can be obtained by switching to an improved subcutaneous delivery through the use of one of our devices." I found his choice of words interesting, specifically the "already approved molecules" part. In the past, whenever I've discussed this with topic with Antares the language has always been been about targeting "generic drugs" for the pipeline. The "molecule" word expands the possibilities beyond generics, including possibly (or not) Copaxone. To reinforce this possibility, during one of the Q/A sessions from last spring, Dr. Paul also mentioned the word "molecule" (not by coincidence, so me thinks) when discussing Copaxone. Specifically, the Q/A went like this: Question from the analyst: Is Copaxone amenable to a similar type of pen injector type strategy? Answer from Dr. Paul: Yeah, I believe actually the Copaxone molecule itself could be successfully developed into an auto injector particularly with the 3 times a week administration. His answer to the Copaxone question sure seemed well prepared (hardly spontaneous) and very specific, much like when he answered the question about the "secret" Pfizer drug during an earlier conference this year. That he specified the auto-injector in his answer (not just a vanilla "self-injector" sort of response, but the auto-injector device) while specifically mentioning the Copanxone 3TW administration seemed beyond coincidental. Time will tell...because what do I know?!?
p.s. Hello to the many folks who populate this board with intelligent dialog. My postings have been far and few between for months. I try and read the postings (at least some of them) when I can..life is very busy these days for me. The Antares ship is about to kick into warp drive, so me thinks.
