Wrinkles - w/POZN (10.85), I am quite confident it will not be a sell the news event. This is a huge milestone for Pozen. Let's look at the facts:
1. Pozen has cash and is expecting a substantial amount more in the future - $20mm already banked (promised as of FDA approval), another $25mm upon EMEA approval and up to $260mm for achieving sales performance milestones.
2. They already have a marketed drug - Treximet - with a recently increased royalty percentage - 5% to 18% as of January 2010. Plus GSK has stated they will be increasing efforts to drive sales in 2010 (http://www.zacks.com/stock/news/31222/Bullish+on+Pozen ).
3. The market for Vimovo is significant - up to $800 million - from which Pozen would receive $80mm in annual revenue.
4. They have a pipeline - PA32540 (enteric coated aspirin combined with immediate release omerprazole) is expected to report Phase III data in early 2011.
This is the type of company where the deeper you dive, the more you like what you see. And I think investors will clearly see the immediate and long term value in Pozen.
This week we could also see increased media coverage and analyst upgrades.
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