Replies to post #891 on Antares Pharma, Inc. (ATRS)

[tappy1]

I think today - The news of our FDA acceptance for Otrexup (with a
PDUFA date earlier than most thought) -- and the web cast which pretty
clearly spelled out the future for Otrexup - and thereby for ATRS -
Was far more important than most give it credit.

There is a term in business and science called "Proof of Concept" which
simply means -- Has work to date been successful enough to assure that a
platform is viable and will work ? - - Is there a clear indication that a certain objective will be successfully accomplished ?

In the case of ATRS' Otrexup - I think we advanced these objectives
very significantly. We will need FDA approval - but with the advanced
work done by the company - with their statements that they worked very
closely with the FDA on submitting an application that would meet all of
their concerns. I am very comfortable in that regard.
We will need to have a successful product launch - but I think ATRS has
that well under control (thank you Dr. Wotton for bringing Leroux Jooste
on board).

To the point of my "proof of concept" comment:
I think even more important that merely Otrexup - It adds tremendous
credibility to our efforts with Testosterone -- and (while MTX is a major winner) QST is a moon shot -- and we have moved a giant step forward in validating it.

Otrexup is not only going to be a major win for ATRS - a product - that will
have sales of between $100 million and $200+ million dollars - - and
subtracting the cost of goods sold and SG & A:-- Antares should bring between (guessing) $50 million to $140 million to the bottom line - and even on the lesser number; that is 40 cents a share in net profits and with a 20 X multiple it is
worth $8 to our stock value (keep in mind - this is for Otrexup alone and ATRS
is very deep in other producing and soon to be producing assets).....


GOOD LUCK

[Jon20ABX]

Jab,

Thanks for responding. Appreciate your humor :)

The generic epi-pen comments (numbers/projections) need more clarification from Antares. Over the next or so week here's believing we'll get more clarity.

I think there's some upside to the Otrexup number...by design. Not exponential, but you know what I mean. Under-promising is a healthy approach to managing investor expectations. I think LeRoux gave us the lower than higher estimate, but that's okay.

Still curious over the Teva filing comment. And yep, I'm "in the dark" on this one (more miffed than in the dark, no offense taken either way) though it sounds like I'm in good company. Whatever "it" is appears to be a good surprise in the waiting (sure sounded like an FDA filing to me), and agree with your Antares/Teva partnership hypothesis as the best possibility. I can't imagine Dr. Paul saying what he did without this being a soon to open event. "The World" heard it and the questions (and digging) will come fast and furious. Here's hoping.