Replies to post #95917 on Biotech Values

[mcbio]

Re: AIS

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I've been a long-time investor in AIS & think it has a lot of potential to move higher. Partnership possibilities for Libigel, Anturol, Nestorone, and their methotrexate injector could all add substantial value.
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AIS does have a lot of irons in the fire. However, standalone drug-delivery companies rarely pull in large profits because drug-delivery technology is a widely available commodity and is priced accordingly in the marketplace. A drug-delivery company has to have a stake of a singularly exciting product such as LibiGel to be worthy of investing, IMO.

So you're saying that AIS could be worthy of investing in given its link to LibiGel, correct?

[Bio_pete]

"AIS’ methotrexate program strikes me as a wasted effort. When was the last time a company made big money by selling an injectable formulation of a generic drug available as a pill? "

AIS explained the rational during their last CC. They've done market research & gotten input from over 150 physicians & opinion leaders before proceeding with its development.

1. Methotrexate is co-prescribed with alot of biologics given to treat RA at home.

2. IM injection is approved, but most individuals go to the docs office for their injection.

3. Once you start titrating higher levels of oral methotrexate 12-15 milligrams its not as effectively absorbed in gastro tract (sub-therapeutic level) & you start getting some adverse effects.

I think some new investors jumped on AIS after the recent national video clip where their contraceptive gel was on display. http://www.msnbc.msn.com/id/34276015/vp/36974876#37004761

BPAX, threw a curve ball today. They've increased the range of participants required for their libigel safety trial. Speculation the NDA filing will be pushed back & they'll have to raise money.