James, nice hearing from you, and other old friends here, I spoke to Matt Beck, he's no David Collins but he made a few interesting points to my following questions and comment about RPRX:
1. Repros's Endroxal - the company(APRI) thinks what ever Repros has to do to get Endroxal back on track appears now to be substantial, APRI has closely followed FDA recommendations and guidelines, Repros has not
1. What is the status of Vitaros in Germany ? – no word yet
2. Have previous Fis trials confirmed E.D. and libido as symptomatic benefits ? YES, I posted that previously
3. is the RTD stabilization study almost complete ? yes by yr end
4. What is the financing plan , have they been selling some shares ? - no comment
5. When will additional countries in EU launch Vitaros ? – not significant really, Brazil, Mex, USA much larger, the big 5 in EU are also much larger - France , Spain, Germany , Italy , UK,
6. When do they expect approval in SE Asia of Vitaros ? – nothing now
7. How do they feel about Pfizer if they buy Allergan ? – will take long time to do the deal, Vitaros will be approved and selling by then
8. No one cares about Canada now that the USA is back, but does Mylan ? nada
I agree with the comments that APRI will be successful long term, maybe 2, 4, or 6, years from now. Vitaros first, then Fis, and later Rayva, and maybe someday Femprox once the male version is a success, the share count will be high so they will need good revs to get the share price up. Vitaros approval in USA and then an Approval of Fis if it's before Endroxal would be very big and justify the share count.
I hope that Endroxal doesn't make it actually, because if it does in 2017 let's say, it will only have patent protection till 2021, then Teva will easily be able to sell generic Endroxal cheap, since it's just an extra step of processing of clomid. That would compete with Fis, a branded more expensive, same indication drug in a medical system that will be even more in a cost crisis by then. Fis. will have to stand out in terms of efficacy and added indications for LUTS and prostatitis. - just my 2 cents |
