Zman, your points are worth comment. We have more common ground than not.
I am in agreement the stock will not fly with a UK launch. Agreed, probably not. What do you think if Canada launched (in 2014)?
The price will stabilize(sic). We will start to see traction when we have several countries quickly implementing a launch. Agreed but the price is pretty stable now. Maybe stabilize a little higher.
It is not the V sales that will drive the price. It could or could not. I (and you) hope that V is a positive price driver.
It is the validation that the underlying (sic) delivery system works (nexact) and that's when we will be bought out. We have tons of validation in terms of approvals and top name pharma that have signed on. If and when we will bought out is, of course, your conjecture. It may happen or it may not.
Holding out for Femprox would not be in our best interest (sic). It will be almost 3 years to recruit, analyze and complete two trials along with the regulatory delay for approval. I generally agree with the timeframe to market, but EU may move faster with a single successful trial.
In the US, you are then open to the whim of the FDA and what agenda they happen to be driving at that time. The drug could also fail the efficacy hurdle. Agreed
The value is the product pipeline that can be developed using Nexact. Existing drugs brought to market through a new delivery system would go through the faster 505b approval process (US only). I would give much higher value to V and F at this point. Damaj started making progress with 505b approvals but apparently could not find marketing partners. Maybe the thought was that with low profit margins, adding a permeation enhancer at an added cost would not get a significant market share. We will see if Pascoe has any better luck.
The best suitor for shareholders is Actavis because of the drugs they inherited from Warner Chilcott (dermatology line of products) Imagine replacing injectables with a Nexact base. That is the value! I have been trying to make a similar case for Activis. I think Actavis has the most to gain from an acquisition.
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