Replies to post #30446 on Intellipharmaceutics International Inc. (IPCI)

[wimike]

wimusky...agree with you.

[doogdilinger]

I was going off the Bloomberg numbers that flat out suggested that the PAR/FocalinXR sales for the quarter really hadn't fallen as dramatically as you and I originally speculated they would when the 180 day exclusivity period expired june 30th on 4 strengths.

I think my 1st guess was that PAR/FocalinXR revs would fall from $2M in Q2 to $1.2M-$1.4M in Q3...b4 recently revising that guess upwards to $1.7M based on the reported Bloomberg numbers fred, fabius and angelo were posting and compiling for us.

The wildcard was then how fast was MNK even rolling out SeroquelXR sales...which we all knew didn't even occur for several weeks after they were given the green light to rollout by the FDA.

So for sure we still have zero clue whatsoever what the MNK/SeroquelXR percentage split is based on the fiscal Q3 reported total of revs of $1.2M.

All we know for sure is that reported Bloomberg numbers are useless and now we're right back to having ZERO clarity whatsoever on what IPCI's deals are with either PAR or MNK right!

In fact...I now think the PAR/FocalinXR deal will be lucky to result in $5M in revenue for IPCI next year.

Disappointing Q to say the least and whoever was buying after market was part of the game playing group that's been plaguing this stock for 4 years right lmao!

[doogdilinger]

Also wimusky, I think next year based just on the PAR/FocalinXR and MNK/SeroquelXR deals we're gonna be extremely lucky if IPCI reports $15M in 2018 revs based on just those 2 deals.

It seems like every single time we think IPCI can get some positive winds behind them more disappointments arrive lol.