Intellipharmaceutics International Inc. (IPCI)

[InTheTrenches]

"Reason for the Shortage

Teva cannot provide a reason for the shortage."

One possibility, offered by CFO (Shampeze), is manufacturing difficulties. He went on to state that Focalin is not an easy drug to formulate and manufacture, because some doses provide 2 "pulses" of the chemical entity: first "pulse" is immediately when taking the pill and second "pulse" kicks in later in the day about mid-afternoon.

This is why I rate IPCI as a premium developer of generic drugs. Some drugs are easy to develop/manufacture and ANY mom & pop generic company can produce them. Other drugs require patent-protected technologies that utilize 3-4 complex chemical mechanisms to activate the drug as spec'd out by the brand manufacturers...IPCI has this skill and know-how in-house.

Why do you think PAR, an established generic manufacturer, in-licensed Focalin from IPCI?? If PAR had the capability to produce Focalin on their own, there is no way they would have come to IPCI.

And lately we are hearing other multi-billion $ companies like Teva may be having problems manufacturing Focalin...hmmm....

3 Times our current market cap of $80M would be very cheap for a multi-billion generic manufacturer to acquire this technology.