Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mirror Image who wrote (1870)	4/20/2016 3:55:53 PM
From: mokelumne river	Respond to of 2026

Good point, MI. The company has repeated its claim that they do not believe the FDA will require more clinical trials, probably for the reasons you point out. One would think that Brian could shepherd it through the process. Quite frankly, I don't know what else Brian does for Apricus except he was a colleague of Pascoe before Apricus. I agree that Neil sticks around because he was also the point man for the US rights deal, although I recall that some of the first words out of Pascoe's mouth were about his desire to get the US rights back...and I thought at the time that he was smoking some federally restricted substance. Perhaps unjustified, but I am pretty optimistic here. Yes, "we" lost the Fis bet and it did cost us dilution and debt, but all in all we are not in bad shape, particularly with an FDA approval of Vitaros. No one can deny that the "indication" of ED for men who can't or won't take PDE5 drugs is not of blockbuster proportions. (I didn't count the negatives in the last sentence.) And we do now have the "huge" involvement of a high profile guy like Denner which could draw favorable attention if and when the stars are in better alignment. It remains to be seen if he will weigh in at the annual meeting. As I recall, the agenda is pretty much set as detailed in the prospectus and it is too late to alter the agenda as one of the yahoos tried to do a couple of years ago. And regardless, I sleep better knowing that the company does not have to raise tens of millions to support one or more phase IIIs for Fis with another binary event years away. I am much more comfortable with an approved drug being marketed in Europe and with a very good probability of approval in the US and with a big pharma (Allergan) lined up to make a decision on marketing. In the interim, I would like to see more country approvals and marketing in places where the company has had agreements for years, like the middle east. Then there is that country just to our north... I am not expecting much from a deal with either Japan or China, if there is a deal.