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Nerf

12/10/07 7:37 PM

#2634 RE: ThomasS #2633

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. yes, because most small, 6 person startup biotechs have smooth sailing and speedbumps are severely rare. these guys are crooks. NOT!!! every intelligent investor who buys small biotech staocks knows this!!!! I left (whether temporarily or permanently) please be gone for good 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). 1- it's not a delay if it's a new indication completely, and 2- I'd paypal you $50 if you could prove that management said "fast track" in the same sentence with the anemia indication. They haven't. You know it. It's all on track... I believe management is losing a slight amount of credibility, at least with me. good. you sold. LEAVE PLEASE AND FORGET RPRX 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... {the share doesn't belie these observations, the share price believes these speculations, and they're dead wrong. DED ROUNG!!!!!








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corpstrat

12/11/07 10:02 AM

#2644 RE: ThomasS #2633

<<Corp: I have not seen any posting implying that Repros would not be able to get an IND thru the FDA for Anemia.>>

Thomas, you must be suffering from memory loss. You participated in the dialogue on DewD's board which he started with the following words:

"RPRX off 20% – What stands out in today’s PR is the FDA request that the company submit a new IND for the anemia indication. The need for a new IND adds a layer of perceived uncertainty to this program."

(I've already pointed out the irony that the guy whose tag line derides the efficent markets hypothesis - very reasonably in the small biotech space - should use a market move to justify a negative comment.)

And if you want to split hairs and pretend that he was not implying any risk that the IND will not be accepted, I'd help you recall that he drew an analogy between RPRX and COR, and among other things wrote

"COR already had human data in the ADHD indication, but the FDA rejected the IND anyhow."

Although most of his posts on Dec 4 and subsequently have proceeded by subtle Socratic innuendo - " you tell me why FDA wants a separate IND" - one underlying worst-case threat that he implies is indeed that RPRX won't get the anemia IND.

One more time, RPRX has a mkt cap of ~$100mm and a high probability of Proellex success in a major group of indications. Bad-mouthing the investment at these prices is IMO bad judgment.