The conundrum I thought we might get the TPR submission in Sep from Thornton? Cash position also important, including any tax back. Read the STADA half yearly this week, plenty of cash, and still acquiring bits and pieces. I wouldn’t discount them as a suitor.
The conundrum I can’t see any news really coming out either, we’re getting to the business end of things now though. From October to the end of the year I’m expecting news on TPR, and we should get news on MED which is the big one. I wonder if Futura have any deals in place dependant on phase 3 results, do any of you think they could’ve already signed a deal that depends on the outcome of the results? Anyway should be exciting times ahead for us.
The conundrum With half year results being put out early Sept, I can’t think any worthy news that could come with it? Can anyone else think of anything? It’s all Oct- Dec really.
Peak Sales Prescription Hi Aberdeen, It’s the price of the pack that’s the issue. Compare Viagra for cash payers in the US (non healthcare plan) at $447 for 6 tabs Drugs.com Viagra Prices, Coupons & Patient Assistance Programs - Drugs.com Compare Viagra prices, print discount coupons, find manufacturer promotions and details on available patient assistance programs. at $5 a dose equivalent Futura price would be $30. So a big share of the patients doesn’t equal a big share of the market value.
Peak Sales Prescription The whole market is confused with the prescription market… time to send Angela, Ken or James an E-mail to rectify the website
Peak Sales Prescription Prescribed and OTC combined?
Peak Sales Prescription The prescription market is worth over 5.5 billion dollars according to the website. The research by Cello indicated a prescription market share of 25 to 33 percent. However the website then goes on to say peak prescription sales of 560 million dollars which is infact 10% of the market. The link to the website where this confusion occurs is given below [link] Any input?
Tpr100 Good to have leaders who are “of an age”, they’ve got a vested interest in the success of our main product TP
Tpr100 No thoughts here on cash? it’s probably the biggest risk, if they do another 60% dilution to us. Just a reminder at the age of the lead team: [link] Barder - now 60 Clarke - 71 this year Ken - now 67
Tpr100 Anyone want to make a guess on how we are doing for cash? Annual report has cash at 9.16m end of 2018. If we keep the same numbers for 2019… Admin / central over head is 1.22m for the year - Fine no one left or joined. RnD / paying for P3 etc was 6.04m, could it be more in 2019 or less? I’d assume same… maybe more. By end of 2019 we would be left with 1.9m? But further money would be upfront for P3 in North America. Plus if there is more costs running the study from Jan-Sept-19 vs Sept - Dec-18, we could be at near 0 by December. Thoughts?
Tpr100 fx2452: I remain flabbergasted that none of the big pharmas took an easy ‘punt’ by buying us out when we were sitting at 6p a share! I don’t think it’s as simple as that, fx2452, as any potential buyer would have to get any acquisition over a serious of hurdles and through the boardroom plus I’m guessing the plunge to 6p was brought about by these very same big pharmas not wanting to commit until Phase 3 data being available. I do, however, still believe a deal is already lined up pending the results and the City is now getting wind of this. The SP got to 45p earlier than I expected and is doing very nicely considering how vulnerable we are to mass profit taking given the recent surge. I’m looking (hoping!) for an even stronger interest in the next couple of months going into September, as (for once) I see FUM under-promising the timescale of the results which might be several weeks earlier than “anticipated”, therefore I reckon positions will be taken by October at the latest.
Tpr100 I remain flabbergasted that none of the big pharmas took an easy ‘punt’ by buying us out when we were sitting at 6p a share! They could have offered what looked at the time to be a generous 6x multiple. Instead, if phase 3a data looks good or great, it will unleash a bidding war IMHO as at a current market cap of around £100m, it’s insignificant to the potential peak sales of such a novel medication.
Tpr100 Well found L.E. Though I’d guess none of us are willing to splash out $4k to read the report, the fact that the companies involved within it are listed makes it very useful. Spent a bit of time googling each company along with ‘erectile dysfunction’ to see where the competition sits. Thankfully, in my opinion, MED (if phase 3 results confirm safety & efficacy) is the only premier league player when you take into account all factors including: Cost Ease of use Speed of onset Side effect profile Spontaneity Roll on the end of the phase 3a trials (I remain confident Mr Barder & Co will be hosting multiple bids should the trial data be good or great). GLA
Tpr100 Seems FUM are referenced in a new report can’t see how much but it’s a 101 pager: Global Erectile Dysfunction Market Size, Status And Forecast 2019-2025 Published on: Jul 2019 | From USD $3900 | Published By: QY RESEARCH | Number Of Pages: 101 Market Research Journalist Erectile Dysfunction Market Insights Shared in Detailed Report 2019 to 2025 -... Global Erectile Dysfunction Market Size, Status And Forecast 2019-2025 The research report evaluates [link] Can’t find a way to download it though!
Tpr100 257,000 share purchase that was only listed at close today. It’s becoming increasingly clear theres some stake building going on now. We had a 100k purchase the other day too. All good signs