Replies to post #25217 on Intellipharmaceutics International Inc. (IPCI)

[Samsa]

Amigo.....I am not too worried about Seroquel. the company does have its approval inspection and its good for further developments. the test batches can be done on existing equipment so as ling as they get the machines in place and operating and the facility opened up they will be good to go.

likewise as to the cash flow you keep saying about increased expenses. WHAT increase in expense? they already said they are shelving Regabatin until they partner. what additional costs are there with Rexista? some legal costs while they go through the process. as to further their pipeline, they currently got Renexa filed as an ANDA on their current operating expenses while they were filing Rexista so they can still continue doing what they've been doing. except the darn bonuses on these approvals like now Glucophage, that I say they will still owe, there really are no extra costs. any costs involving Seroquel are picked up by MNK as its cost plus manufacturing and 11 million in cost recovery.

so I still say the company is cash positive or possibly profitable by year end just on the generics that we disagree on and I feel they can do that with minimal dilution. the only reason they would need to do any would be a month maybe as cash hasnt come in yet but its due when they need to spend it.

However, we do agree that they need to show us (unlike the generics and Keppra and Glucophage) that they do indeed have a plan and can deliver on these NDA's and ink a deal with Rexista.

[Tekterra]

Mike, I also share your view. We keep saying they will be profitable this year, but we're not basing that on actual spending this year which is unknown at this point.

We don't know if they spend more on R&D to advance PODRAS, Regabtaton, or any other ANDAs. Paying off Odidi's loan, or any other expense such as increased spending on manufacturing, hiring more workers or potentially new equipment, or even new facility and such.

Sam mentioned we need a deal soon on Rexista, and I fully agree with that too. The longer this drags on, the less likely Rexista will see market this year or even early 2018.

Luckily, addition ANDA approval, and MNK launch will help keep the stock afloat. I just hope we don't see additional dilution, otherwise, I'm going to have to take my money off the table.