Replies to post #3718 on Repros Therapeutics Inc (RPRX)

[The Borg]

The most important is financing - the millstone around RPRX's neck. How do they intend to fund the upcoming trials without unacceptable dilution?

[fudoo]

I admit that I fall into the category of one who believes the trials are unjustifiably small for Phase 3 trials with large patient populations and theoretically easy recruitment. This combined with the lack of an SPA makes the trials feel like Phase 2 trials.

Because the anemia trials are so small and one trial is in Europe, I want to know what the company is doing to mitigate the risk of trial center error, patient dropout and non-conformance, etc.

For this few patients I urge the company to immediately add one fulltime employee (experienced RN or even a physician) who is travelling extensively and therefore able to "touch" every patient and personally monitor the record keeping and protocol compliance of every trial center.

Since there is no SPA, I ALSO urge the company to add 25-35 patients to each trial.

Thank you.

Disclosure - Still long 24,700 shares but very nervous because of what I perceive to be unwise scrimping by management.

[akasidney86]

DB: I'd reiterate my earlier question regarding additional data on their hard clinical experience with long-term treatment, especially regarding the status of women who have cycled repeatedly using the treatment holiday. It appears to me that the FDA is concerned about this too, so I'd appreciate any further info (wrt what you stated was your 'understanding' in msg 3659). Also where are their x-U.S. trials taking place and is that the same area they used before.

FMPOV financing is a highly fluid dynamic that can and does change day to day... so I'm not personally to particularly interested in any 'official' comments, as I've yet to see any bio-CEO who's crystal ball functioned well in this area. Not that they are all incompetent nor untrustworthy... it just seems that the financial world of a small cap bio can change (either for the better or for the worse... and often without any 'reason') so fast that I'd hate to hear anything other than 'we're always considering our best options'... which is fairly standard, understandable, and IMO wise.

best of luck and TIA

[charmed1]

Doc...I spoke with joe a few weeks ago.....I think it is very instructive to
really try and pin him down with regards to doing a financing or a
partnership....I argued to him, that if he indeed has keen interest on the
part of big pharma, its time to do a licensing deal even if he cant get every
single thing he desires...a well constructed deal would prove that bp
believes in the drug and would put an immediate floor under the stock price
.....maybe we dont get the ultimate 1bb buyout but at least we get a very
nice outsized return for shareholders....and really query him with regards to
how he sees the process play out for his ultimate goal......after my last
conversation, I wasnt exactly thrilled with the tone nor the shifting strategies...