Replies to post #1396 on Repros Therapeutics, Inc. (RPRX)

[docbanker]

I understand your frustration.
We have a few things going on here to account for the stock price in my opinion (and not some looming horrendous news like a failure or a financing):
i) Continued poor small-cap and small-cap btk tape (look at IDEV and its clinical progress and the stock goes DOWN- and yes if ANdroxal crushes Nebido, there is still other stuff there like Sanctura)
ii) Overwhelming negative sentiment on Androxal- how did sentiment get to the point where everyone is giving it ZERO value and near zero chance of clear clinical pathway?
iii) CMO van As taking a bit longer than everyone wants to complete regulatory deadlines- the good is that he is being thorough, the bad is that timelines seem to slip a month here or a month there
iv) Lack of a breadth of coverage- research is not the end all be all, and I have been reminded by some who read "Good to Great" that many of those companies with the highest returns were sleepier (lack of brokerage lift)- this can be overcome in my opinion with execution and insider support- we DO NEED more insider buying in my opinion. Aside from JP, ownership is weak. I think the board members with regulatory experience are probably not "independently wealthy" and can be excused from owning a lesser # of shares but some of the folks- I think one has private equity experience- own far too low a number of shares- that one PE idiot bought 100 shares or something last year- made her look dumber and poorer than she probably is.

[Nerf]

When they decide to go back to the markets for additional money I don't want to be the last to know.


First of all why would you say that? They have enough cash for this year and part of next... and this isn't the best time in the market to be trying to raise,

secondly, they were absolutely fantastic at getting a great price for their shares, if I heard that they were going to raise I'd be a buyer instantly, they seem to have very influential bankers, who are great at getting buyers in!