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Samsa

06/08/17 7:25 PM

#27692 RE: Tekterra #27690

Tekterra.....I agree there. Its difficult to say just how much the litigation is playing part in the negotiations.

1. It may not be a factor. The company stated they were told by 3 major players to come back "after the NDA is accepted" so we know at this point they started negotiations.
so
A. the lawsuit is stalling any potential deal. a company may not want to invest 20 to 40 million upfront without knowing when they can start to market the product to recover expenses.
B. The lawsuit is only holding up negotiations until preliminary ruling is given to the answers and complaints in-regards to lifting the FDA stay.
C. The lawsuit has no impact and the deal is being held up waiting on FDA tentative approval. Its possible any large player assumed that Purdue would sue and figured its "part of the pharmaceutical game" and therefore as long as they know IPCI has their own formulas they know its just a matter of time until they prevail. therefore, while its stalling , it becomes a non-issue in their mind.

Then 2.
we may not have have heard anything yet because they are working with 3 major players and therefore it just takes time to work a deal and nothing in item 1 is even in play yet.

so, we wait. The one good thing I took out of the recent presentation is the companies remarks that Podras WILL BE ADDED to the current NDA once proven.
This tells me that then;

The 3rd variable is indeed Podras and not the lawsuit. Is it possible that the lack of partner is they are also waiting for Podras to be proven in Humans? the fact the company said It WILL BE ADDED tells me any deal we now see will be a huge one and it will include Podras as an NDA-s
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AngeloFoca

06/08/17 9:47 PM

#27700 RE: Tekterra #27690

This just means more market shares for the new and improved version like Rexista, or PTIE Remoxy

In my opinion... Remoxy will never get approved.

I don't believe Pfizer paid hundreds of million $ and spend years and hundreds millions more... and then give the whole thing back to PTIE simply because they had another version.

It failed twice so far and will forever fail... in my opinion.