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wimuskyfisherman

09/25/17 11:46 AM

#30047 RE: fred198484 #30046

Fred- I am sorry but that analyst at Maxim is smoking crack... If all three MNK partnered drugs hit market before end of 2017, then we might be able to hit total revenue of $25M with an outside chance at $30M. Realistically with just Seroquel and Focalin on the market, IPCI can hit total revenues of $15-20M. I find these Maxim reports shady and suspicious and I have a feeling there are ulterior motives... I am guessing they use the numbers to allow people to short sell prior to earnings and then take a nice easy 10% when they drive it down on the miss.

AngeloFoca

09/25/17 12:44 PM

#30050 RE: fred198484 #30046

Note that 42 cents profit on 30 million OS is $12 million - so apparently they are estimating on IPCI to spend $22 million in 2018 - which is about $10 million??? above their 2017 burn.

I actually think that Lamictal and Pristiq can/will generate at least $15 million in 2018 if approved before end of November and I also think they may receive approval on Ranexa before end of year which should bring in another $10 million in 2018... so I'm calling for close to $1 earnings in 2018... and that doesn't include up front money on Regabatin which I think will be partnered in 2018.

ps. Looks like the fever has broken on IPCI.


doogdilinger

09/25/17 12:51 PM

#30052 RE: fred198484 #30046

IMO a perfectly reasonable projection on fiscal 2018 revs thnx fred!