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rollin2nyte

02/10/16 2:43 PM

#183348 RE: Couch #183339

I wasn't able to listen in on the call and am waiting for the replay to become available. The Pfizer comment, does that refer to ALO-02 NDA submitted by Pfizer with respect to paving the way for BP introduction of ADT into the market? That makes sense, let Pfizer lay the groundwork and drop ELI-200. I still think Pfizer buys us out to monopolize the ADT market.
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Jimmy Joe

02/10/16 3:22 PM

#183368 RE: Couch #183339

And Couch this is only the $400 million Oxy IR space.

Did I hear him say 1 or 2 more NDAs this year possibly?

If Elite can capture parts of another opioid market or two it will be additive. Everything is cumulative. All $$$$$.

ALso switching gears... can understand why Epic is delayed in submitting dantrolene and loxipine filing to the FDA. Oxy IR.
Can also understand why Elite is not as concerned about these two generics as they had been in the past. The EIL-200 505(b)2 NDA filing may have something to do with that.

CC before Nasrat had said that it was important to get these two generics out there. Not this CC. Execution of his plan is working out so it seems.

The Epic Oxy 15% revenue to Elite is huge. Epic makes even $20 million in net revenue.... Elite will get a $3 million portion of that. Just using $20 million as an example. Know nothing about what revenue Epic expects.

What I do know is what our facility makes on generics and it is nothing to sneeze at. I am sure Elite will be able to use the monies toward a phase trial or two possibly paying for them.