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Biotech / Medical : Apricus Biosciences
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To: phoenix_rising who wrote (1666)2/9/2016 12:23:25 AM
From: Mirror Image  Read Replies (1) of 2026
 
I read that as meaning they were unsuccessful with the stability studies and have to spend more time developing the RTD.


It could be something along these lines, but at the same time it doesn't have to mean exactly that. The problem is that Richard Pascoe did not elaborate on any the room temperature device. So, all things being equal, it doesn't necessarily mean that RTD is a disaster ( just my opinion).

12 Months of Stability data = 24 Room Temperature Shelf Life

So, it could mean that they are targeting more than 24 months at this point and time. It could also mean that the 24 month Shelf Life was unsuccessful. But I do have to say that even 12 months of Room Temperature Shelf Life is a major step in the right direction versus having 18 months at Cold Storage temp with 3 days of Room Temperature at the most ( all of this my opinion of course ).

Honestly, I did expect Pascoe to elaborate more on this subject / or issue a press release ( but I guess that if they ever issue a press release it will be when they file ). I am 100% sure that they are aware that the room temperature device is critical to growing royalties + receiving regulatory royalties ( as are most of us on this board ). That's why it is odd that he didn't touch more on this subject. But at the same time - We all know what is the piece of information that is going to move the needle in the short term. And that is Fispemifene Phase 2B results. And he sounded VERY confident on that front ( just my opinion ).

I feel that I have somewhat of an understanding of the value in each of these two milestones. While Fispemifene results "might" ( and I say this because you never know for sure - Manipulation works both ways you know? ) move the share price in the short term - and it can certainly do it in a very significant way. RTD would bring in revenues to the company quicker. Initially in the form of Regulatory Milestones and then once the Partners launch in the different territories around the world - the cash inflow would increase substantially in the form of Increased Royalties. Would we be able to hit 1M units sold per month? I believe that RTD is the door to that kind of scenario. Now, would the share price move significantly with news of a successful RTD? It "might". But I believe that anybody wanting to manipulate the share price - in order to build a bigger position - or to close out a short position - would have more time.

Does the fact that Richard Pascoe did not elaborate too much on the RTD mean that the stability studies were a disaster? In my opinion, It doesn't. Does it mean that something is up? It certainly raises a flag! We "might" be looking at a shorter Shelf Life than 24 Months.

You know what would constitute a disaster on my books - when speaking about the RTD?
That the device is a failure and they cannot achieve stability for any time-frame!

One last thing. Are you aware that either Apricus or one or more of it's partners are working on an improved Cold Temperature device? I heard this on a few conference presentations ago. If I recall correctly - It sounded like the partner/s had an active hand in improving the Cold Version Vitaros. If I had to guess - Which Partner? I would say Sandoz. And it would have to do with the Germany market.
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