Old API Wind-down Ltd - Ordinary Shares ARLZQ

Bloom Burton upgrade to Buy; Share Price up 11% on Volume

[snootchybootchy]

The copy of the Bloom Burton report can be found here.  Bloom Burton is conservatively forecasting $363 million (USD)  in peak sales for Zontivity (with potential upside peak sales of $545 M USD), and that makes up almost the entirety of the $5 (USD) share price, which is about $6.70 CAD for T.ARZ.

[kuatolives]

What's more likely? That a management team that has been wrong about everything up until this point is right about zontivity? OR They're still wrong? My bet is on the latter.

[biggerr]

there is a place for Zontivity because it works on a different path from Warfarin and they both cause bleeding so it's a draw. ARZ can always drop the price a bit on Zon to make it more competitive. It was approved only 3 years ago and it's not a long enough time to declare it a failure, Merck gave up too early

[CHECKMATE77]

Already a bunch of anti- coagulants on the market another from a company without deep pockets and a dedicated sales force is toast

[biggerr]

but there are also lots of  patients with that problem, millions over the age of 50 have some sort of a heart problem

[biggerr]

Zontivity is already known to doctors because it was marketed by Merck earlier so there won't be a need for too many salespeople. Merck did most of the advertising job for Zontivity when it first came out

[2quick154]

Wow.  What's the point of being invested in this company anymore?  The whole thesis was yosprala... and how much money was spent on that? What a failure... everything is based on zontivity.  Too bad Trx wasen't still around.

[GoldenDilemma]

What a breath of fresh air it is to be liquid from ARLZ. To any of the ARZ/ARLZ longs on here who are touting the future fantasies: I am on the sidelines watching ARLZ with liquid money that can be traded and/or placed elsewhere in the meantime until ARLZ demonstrates a reason worth investing in. Yesterday's 15% spike (of shorts covering) does not change anything fundamental. A lot

[biggerr]

Yosprala was a glorified Aspirin pill combined with a stomach acid suppressor, Zontivity is a real deal which will compete with Warfarin

[GoldenDilemma]

I am bullish on the prospects of Zontivity as well when the numbers show it, the market finishes discounting the burn from the launch, the market discounts Q1, etc.  So, consider me a rebuyer of this stock after the next few haircuts and positive numbers (if).