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ThomasS

12/10/07 6:44 PM

#2633 RE: corpstrat #2632

Corp: I have not seen any posting implying that Repros would not be able to get an IND thru the FDA for Anemia. Rather, it serves as yet more evidence of "speed bumps," that were not apparent before, and which cast doubt upon the entire pipeline.
I left (whether temporarily or permanently) because the speedbumps started materializing en masse, beginning with Androxal and further exacerbated by the delays with Proellex Fibroid trials. Now we have a delay with Anemia (I hope no one tries to say it isn't a delay, because the company touted this indication, with "possible fast-track status" some time ago).
I believe management is losing a slight amount of credibility, at least with me. I may choose to reinvest if/when clarity finally emerges. An accepted FDA IND for Anemia would help, but that is months away. An accepted PIII Fibroid trial design would help, but that is months away. (This is my biggest angst, since the PIII trials should've already commenced). I have written-off Androxal for the foreseeable future.
One has to believe that the share price belies these observations...