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07/31/21 2:50 PM

#348735 RE: Whalatane #348734

EVEN IF THE US MKT IS LOST ITS WORTH 800 MILLION.
The first Q expensive were drastically cut and I expect the same for the 2nd.
You sound more of short!!!
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rosemountbomber

07/31/21 2:55 PM

#348736 RE: Whalatane #348734

Kiwi, I don’t specifically disagree with your take:

“without a win on the legal front or some outrageously good data from the PREPARE-IT trial ...the US market is lost and the EU market is a cash burn for the next 2 yrs . Lets hope your confidence in PREPARE-IT bears fruit “,

however, it is possible that something other than legal or Prepare-It come to the fore to help the situation. We have a new CEO and seemingly a lot of turnover in senior management. Now while I am not like some who have already started singing the praises of KM (I really don’t know him from Adam and I’ve taken up residence in Missouri), I am sure KM and the Board (not this board I am referring to), understand the dire situation the company is in and the errors it has made the last couple of years. Hopefully even the “investors” who discouraged settlement now realize the error of their ways. So while I can’t argue against your statement, I do want to add that we need to see what KM and the new management team can bring to the table.
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Number sleven

07/31/21 3:42 PM

#348743 RE: Whalatane #348734

Kiwi, These are the past 12 weeks of Hikma prescription numbers.
12,075
11,158
9,323
11,608
13,946
13,701
14,467
10,095
11,090
12,353
9,857
10,040
I do not see consistent growth here. I also don't see a threat to our market from these numbers. What am I missing?
As new supply comes to the market you assume that the generic companies will get it. BASF recently had a choice, they signed a deal with Amarin.
Sleven,
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MNBioMike

07/31/21 3:53 PM

#348746 RE: Whalatane #348734

How come an authorized generic isn’t worth anything in the US?