Replies to post #27533 on Intellipharmaceutics International Inc. (IPCI)

[WeeZuhl]

Anyone still questioning being CFP 3Q?

Apparently, the entire market.

[Tekterra]

Mopar, I think revenue should do nicely for the months of June - August. We may have to wait for Q3 earnings report which won't come out year end for people to see the hard numbers and getting on the train again.

Come July is the Q2 earnings report, that should show improvement as well. So the up trend starts again for the year.

For us to jump big, we need good news on Rexista. According to Sam and others, there should be further development come July on the case.

On a separate news, EGLT ARYMO ER is now covered by the largest payers in US. This shows that Rexista potential and value is there. It comes down to how soon IPCI can end the stall by Purdue. If we get good news on Rexista we might jump close to 3 again. Otherwise, it should still be a slow and steady rise with potential bumps along the way.

If we hear trial start on PODRAS, it could stir some minor interest and bring some speculative values. I hope management don't disappoint because I have been waiting patiently for the start of PODRAS development since they announced it that they would do it some times this year.

[Amigo Mike]

Mopar,

Apparently IPCI is still questioning being CFP in 3Q as evidenced by the quote from the PR today.

There can be no assurance that the Company's generic Seroquel XR® in any of the 50, 150, 200, 300 and 400 mg strengths will be successfully commercialized.

ROFLMAO ...... announcing commercial launch is the topic of the PR .... yet ..... IPCI still isn't sure ..... LOLOLOLOLOLOL. Of course they do use the word "successful" but .... really ??? Come on !!!

Also pay close attention to the revenue numbers eh ?? As I have been telling everyone for a long time.
Seroquel annual revenues - IPCI PR 10/7/16 == >$1.2 billion
Seroquel annual revenues - IPCI PR TODAY == >$842 million
A decline of roughly 1/3rd in market size just over 8 months time. They will continue lower overall as more players enter and divy up market share. Will have to see where the annual revenue number settles out.

This is why generics don't get premium valuation and you have to have a long and strong pipeline to get valuation adjustments.

Amigo Mike

[tjguy]

I don't know how close they are to being CFP, but 3rd quarter seems a bit too optimistic to me. I guess it depends on how well their currently approved drugs are selling. They won't get any boost from Rexista even if approved. The recent approval for other strengths of Seroquel should really help though.