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Biotech / Medical : Apricus Biosciences

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To: Mirror Image who wrote (1232)6/17/2015 3:24:02 AM
From: Mirror Image  Read Replies (1) of 2026
 
Just taking a look at the newest Corporate Presentation and really wanted to Spotlight the Chronological history of SHIPPED Vitaros Units ( per the company ) and the actual launches .

June 16, 2014 - Takeda Launches Vitaros in the United Kingdom.

August 04, 2014 - Sandoz Launches Vitaros in Sweden.

August 18, 2014 - Sandoz Launches Vitaros in Germany.

September 30, 2014 - Overall Shipped 312,000+ Units of Vitaros.

November 03, 2014 - Sandoz Launches Vitaros in Belgium.

December 31, 2014 - Overall Shipped 450,000+ Units of Vitaros.

May 04, 2015- Overall Shipped 580,000+ Untis of Vitaros.

May 06, 2015 - Recordati Launches Vitaros in Spain.

May 28, 2015 - Overall Shipped 715,000+ Units of Vitaros.

May 28, 2015 - Majorelle Launches Vitaros in France starting June 01, 2015.

June 15, 2015 - Overall Shipped 1,000,000+ Units of Vitaros.

We can observe that Vitaros has been officially launched for 1 year ( in at least 1 country ) and they have shipped 1 Million+ Units of Vitaros in that Year ( to all partners ).

45% of the total amount of units were shipped in 2014 - Vitaros had been launched in 4 Countries at the end of 2014.

55 % of the total amount of units were been shipped in 2015. With the Majority of those units shipping in the last month and a half ! Vitaros has been launched in 6 Countries total so far.

From December 31, 2014 to May 04, 2015 ( that's 124 days ) - there were only 130,000 units shipped in that time-frame - NO new launches!! ( average of 1,000+ units per day ).

From May 04, 2015 to June 15, 2015 ( that's 42 days ) - there were 420,000 units shipped in that time-frame - 2 New Launches - Spain and FRANCE !! ( average of 10,000 units per day ).

I understand that the latest trend of 10,000 Vitaros units per day has a lot to do with the most recent two launches but we do data to compare this with.

There were 106 days between the initial launch in the U.K. and the cutoff date of September 30, 2014. In that time-frame Vitaros was launched in 3 countries. The average of Vitaros units shipped per day comes up to 2,943 units per day in that time-frame.

A case can be made that we are talking about Units shipped versus what would be really important - Units Sold. But these two do go hand in hand.

I think that the most recent trend is VERY Bullish and can be a signal of good things to come!! We still have 4 more European approved countries to be launched. Plus it seems that our current partners are in the process of obtaining more country approvals as we speak. Sales Milestone payments would be a bullish signal also. I hope they issue press releases when these start happening ( worst case scenario - we would find out during the Quarterly Conference Calls ).

Switching a little bit to RayVa - as far as the most recent Corporate Presentation goes - the language used jumps at me as Bullish!! We probably have a month or two more to find out if its going to be a Go or No Go decision on it. But for the time being, it seems like the language the company used signals a positive outcome.
Time will tell.


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