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Biotech / Medical : Apricus Biosciences -- Ignore unavailable to you. Want to Upgrade?


To: eico20 who wrote (1478)9/1/2015 12:43:40 PM
From: Mirror Image  Respond to of 2026
 
launches have not done anything in the past so no surprise, market getting hammered though, I think the real news is the Rayva results this month, if something happened with femprox that would be significant too


Eico - If they partner Femprox and Apricus receives a decent upfront payment in addition to certain Clinical, Regulatory and Sales Milestones ( and possibly royalties ). I expect the share price to go vertical. Femprox was basically written off by the market.

RayVa - The language utilized by the company signals that they will go through with a Phase 2B clinical trial.
That would mean that the Phase 2A was successful. We must also remember that there is no alternative to address this condition. So what could we compare the results against? I am curious as to what the results will bring us.



To: eico20 who wrote (1478)9/1/2015 1:25:52 PM
From: Mirror Image  Read Replies (1) | Respond to of 2026
 
Continued from my previous response -

I added to my response but the 15 minute mark snuck up on me.

As far as the Apricus share price in relation to the market as a whole. Well they are in opposite direction as of late. I would again point to the volume. Last time we saw this type of situation was in January / February 2015.
What happened then? Sarissa had made their initial investment ( in the open market ) during the 4Q 2014. They then participated in the direct offering with Apricus after the share price had risen 80%+ from the lows ( pretty much around the current share price ). Institutional holdings did increase significantly during the 1Q 2015. In part due to the direct offering but also from the buys from the open market.

Are Institutions positioning themselves prior to important events?

Which important events? ( not in order of importance )

* RayVa Phase 2 A results
* Femprox possible Global partnership
* Vitaros Asian and Latin America partnerships
* Vitaros Room temperature formula/device submission for approval
* Vitaros Launches - Continued
* Fispemifene Phase 2 B results

I think that there are many "shots on goal" coming up. Some more significant than others. All of them have an effect in the company. Some will see "fruits of their labor" sooner than others. You point out that Vitaros launches have not had an impact on the share price in the past. And being that this might be so, each one of those launches, contributes towards the bottom line in the very near future. In the form of Royalties and possible Sales milestones being reached.

If I were to guess - which one of the above events - would be the probable cause of Institutions / Hedge funds possibly positioning themselves ( in either direction ) at this time . It would be the Fispemifene results. Results on that Phase 2B are coming - no matter what. They might be positive, so-so, or negative. But results will be presented. And given that the target market for this drug is huge. It should make a big splash. In either direction!

Femprox would also be big if it were to happen. But who is to guarantee that they will find a partnership - at all - and especially one with good terms in favor of Apricus. One with a big Upfront payment.