Replies to post #15441 on Intellipharmaceutics International Inc. (IPCI)

[doogdilinger]

I think the new CFO is spear heading a lot more behind the scenes than has come to light yet. For example, in my opinion only I feel he's been the driving force behind switching their focus entirely to their 2 existing NDA's and their 20 more opioid based NDA's en route.

There's no way IPCI hasn't been negotiating behind the scenes with heavyweights in regards to their game changing Rexista candidate for example...so as much as the ANDA delays have hurt their revenues over these past 2 years...I honestly think people are grossly underestimating the insane impact a very lucrative Rexista partnership will carry here if that is in fact the course they're currently taking ahead of Rexista submission in/by June.

Would I prefer knowing that the new FocalinXR BE studies have been completed and submitted to the FDA you bet because then we'd know how close IPCI would be to attaining cash flow positive status on the heels of FDA approval of all the extra strengths...but because the next Rexista catalysts are so close and IPCI's delivery tech platform is so novel...I'm not even concerned with any of their ANDA's anymore because a MASSIVE Rexista partnership will provide them with global notoriety overnight and IPCI will never again be flying beneath the radar.

How lucrative could a Rexista partnership for IPCI be worth anyways right? That answer is the only thing that is relevant for me these days because that 1 deal alone completely transforms this company forever glty:)

[wimuskyfisherman]

Agreed Doog,

There is a level of validation that IPCI can handle hard to manufacture candidates. Beyond that though, unless there is a partnership arrangement for one of the ANDAs besides Focalin, they simply won't bring much in terms of a solid increase to market valuation. If they aren't monetized, the validation of the science will pass.

I still do not understand why there hasn't been definitive acknowledgement on the other Focalin strengths submission of bioequivalence. A no brainer. Which to me means it hasn't been done and makes absolutely no sense. The Sedar filngs on say IPCI and PAR "are cooperating to obtain FDA approval". Why not .... bioequivalence has been demonstrated and we are awaiting FDA review ?? Besides Rexista, one would think this top priority.

I also agree the upcoming filing on Rexista is important and hopefully there are no snags in the approval process.

I had hoped the IPCI's new CFO would actually drive the company further towards new partnerships arrangements. Beyond the occasional market purchase and roadshow presentation, haven't seen much.

Amigo Mike

Amigo- I looked back at some of your posts. Last year you were of the opinion that the ANDAs had some value. You were even talking about partnering/commercialization of them adding value to the company. We are about to achieve that with Seroquel, the additional Focalin strengths and Pristiq and Lamictal have been partnered. So I would personally argue these developments should add value to the company. In your recent posts, I am under the impression that you find no value in Seroquel and the other ANDAs and only see value in Rexista and PODRAS. I am wondering why your opinions have changed in regards to this.