Replies to post #2037 on Antares Pharma, Inc. (ATRS)

[tappy1]

Jab/ Rymankoly and others:
Thanks for the recap-
One important sentence I thing was sort of lost in all the good news
was the following:

" And we expect to be able to report some additional program from our work together in the not-too-distant future."

This, to me, means some new initiative - there are a lot of guesses as to
what it may be - especially by some on the yahoo message board - I don't
know what it might be (I have long thought Copaxone and ATRS should
be partnered) - but the one guess I have is that it won't be some minor-
run-in-the-mill project. Icing on our cake.

GOOD LUCK

[SuperLucy28]

Thanks, for the summary, Jab. Helpful as a reminder even if you listened to the CC and/or read the transcript.

I thought the call today was excellent. The management team seems confident and excited about the future of the company and is clearly executing on their business plan in a disciplined manner.

Today's price-action was also gratifying as it suggests that the broader investing community viewed the CC as positive.

Now that earnings is out of the way, we should be clear to move upward toward the PDUFA date, and onwards from there. The next few months should be exciting.

[silvrmoon]

Feeling the love Jab. And I have to say, of all the AIS/ATRS CCs I have listened to, this last one I believe set a record for the number of institutions that asked questions. At least five I believe. People are curious!

[Bsav88atty]

Jab - Many thanks for the recap! Looking good here folks!

[Jon20ABX]

Hey Jab, my friend...

Hope all is well with you and your family. Thanks for the concise yet incredibly thorough synopsis of the earnings call. I wasn't able to listen to the "live" call and your efforts for capturing and communicating the highlights (and there were many) are much appreciated.

Just one comment regarding the Antares Business Model recap...Dr. Paul stated during the call, "Our product process targets already approved molecules, where a meaningful benefit can be obtained by switching to an improved subcutaneous delivery through the use of one of our devices." I found his choice of words interesting, specifically the "already approved molecules" part. In the past, whenever I've discussed this with topic with Antares the language has always been been about targeting "generic drugs" for the pipeline. The "molecule" word expands the possibilities beyond generics, including possibly (or not) Copaxone. To reinforce this possibility, during one of the Q/A sessions from last spring, Dr. Paul also mentioned the word "molecule" (not by coincidence, so me thinks) when discussing Copaxone. Specifically, the Q/A went like this: Question from the analyst: Is Copaxone amenable to a similar type of pen injector type strategy? Answer from Dr. Paul: Yeah, I believe actually the Copaxone molecule itself could be successfully developed into an auto injector particularly with the 3 times a week administration. His answer to the Copaxone question sure seemed well prepared (hardly spontaneous) and very specific, much like when he answered the question about the "secret" Pfizer drug during an earlier conference this year. That he specified the auto-injector in his answer (not just a vanilla "self-injector" sort of response, but the auto-injector device) while specifically mentioning the Copanxone 3TW administration seemed beyond coincidental. Time will tell...because what do I know?!?

p.s. Hello to the many folks who populate this board with intelligent dialog. My postings have been far and few between for months. I try and read the postings (at least some of them) when I can..life is very busy these days for me. The Antares ship is about to kick into warp drive, so me thinks.