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Samsa

07/18/16 6:37 AM

#16689 RE: AngeloFoca #16687

Angelo....while nice numbers clearly it doesnt help the PPS. as you pointed out in your other post on how to value these biotechs we are at the point where the stock should be valued at its highest potential close to the 90% as we are now at the FDA filing level. if thats the case. the "street" has us currently at $1.60 range. if that is 90% if its value assuming the street follows its own advice, then maybe some of the projections on PPS werent too far off?
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xr_biotech_consult

07/19/16 10:40 AM

#16699 RE: AngeloFoca #16687

great postings as ever, angelo...
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Amigo Mike

07/19/16 11:39 AM

#16700 RE: AngeloFoca #16687

So Angelo,

One of the concerns I have is the partnership numbers being tossed about.

The market size for Oxycontin and similar drugs in US is $2.4 billion in 2014. That market size as far as I know encompasses all dosages.

Remoxy for example I believe is being filed for different dosages. Has a September PDUFA date.

IPCI's Rexista ..... 1 dosage as far as I know. There are a number of different XR dosages available on the market today yet everything I've seen from IPCI is 1 dosage, i.e 40mg. I presume this is the only dosage to be filed on the NDA.

To me, if true, that cuts down the partnership size potential. Tell me where I'm wrong.

Amigo Mike