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Benny450

11/05/22 5:02 PM

#15947 RE: cervelo #15946

I have always thought that Voclosporin was a great drug especially when the sp was down because of the deaths mistakenly attributed to it. Now we're in a situation where the sp is down because of management's incredibly inept performance which caused Sun to sue us in retaliation for the unnecessary dry eye suit and the almost complete neglect in hiring a competent sales force. I'm confident the suit will settle and the sp will be back to low double digits at that point as buyout speculation will immediately resume. As far as a buyout I'm guessing around 20 which is a real kick in the balls after where it was but a good lesson for the next one. I'm sure not one in ten retailers sold in the 30's so misery loves company I suppose. New investors will do well here as will those of us still ahead on this one.

zzaatt

11/06/22 11:43 AM

#15948 RE: cervelo #15946

Now be careful benny450 you will now be labeled a gadfly by the high and mighty

Nothing to worry about. It takes years of hard work to achieve that.

As far as the "situation":

1. Vocl is still the best drug
2. Yes, it's disappointing that it's taking so long (Covid, sales force ??, etc.)
3. Lawsuit will be over at some point.

The value of the drug still depends on how much it helps patients, AND how much money it brings in. That should be decisive, even if delayed.