Some thoughts on Depomed
1- Just based on ABT's action, I have a very high inclination it will be approved. ABT is the one in charge of discussions with the FDA so far, they came to the conclusion DM-1796 would be approved, hence why they are trying to get the contract renegotiated.
2- Odds of delay on approval seem very small. Gabapentin has been around over a decade and its properties are well known. Depomed's tech uses Generally recognized as safe (GRAS) polymers in their Acuform technology.
3- I am long on approval since they were able to prove their technology's utility in diabetes with Glumetza; the bar for approval seems to be much higher there than other areas.
send me an email for the Roth and Caris reports on Depomed -- admin@chasingthealpha.com