Intellipharmaceutics International Inc V.IPCI.H

Pipeline

[Nogah3]

Hi all,

Lots of chatter about what typically goes on with companies like this. To provide some clarity, I think we need to look at the real reason that drove the company's resurgence over the last month.

IPCI already has 6 FDA approved drugs (with one other pending approval). The US Market size for these is $2.44 Billion. Recently, Exclusive Licence and Commercial Supply agreements were signed with Tris Pharma for Quetiapine (Aug 15), Desvenlafaxine (Sep 5), and Velafaxine (Nov 25). These signings reach the same market size as Oxycodone ($1.3 Bil). So the stock price explosion from $0.20 to $1.20 is appropriate. Why? Because revenue is about to get a boost in Q4, even without Oxycodone.

And let's not forget a few things:
(1) the company also has the FDA approved Dexmethylphenidate (ADHD drug) already producing revenue
(2) there are two other FDA approved drugs (Metformin for diabetes and Levetiracetam for seizures) yet to be licenced out for additional revenue
(3) there are five other drugs in the works (excluding Oxycodone) that together have a market size of $7.63 Bil.
(4) Oxycodone ER can still be approved by FDA at a later date once the company provides evidence that it is unlikely to be abused by snorting

Given the recent signings and great potential, I am not surprised that this company's projected 1 year price target exceeds $10. 

Anyhow, I hope this sheds light on things, and helps you make an informed decision.
source: https://www.intellipharmaceutics.com/product-pipeline
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[Guepard]

You must surely know what you write, for the moment, it doesn't look good, but I keep my shares. Thank you for your details and do not hesitate to write again. Thank you

[Kamooz]

Nogah3, i have to disagree with you on one thing; when you said "revenue is about to get a boost in Q4, even without Oxycodone". I believe you are wrong, I don't know if it's intentionnal or not but the price rise was only due to the hope of having the FDA approved Dexmethylphenidate Regards

[Nogah3]

Respectfully Kamooz, I think you missed the point. If oxycodone is going to be approved then that would open a $1.3 Bil market. Well IPCI just recently signed three of its FDA approved drugs that are also for the same market size (>$1.2bil). This will be reflected in Q4. Again remember that the oxycodone can be approved at later date (it is not scrapped). Another point I didn't mention in

[xymptlx]

What are they waiting for then?    I don't think these guys can market anything by the looks of it.