Dead or Alive?I'm holding a few shares in this dog and have spent the last couple days catching up on the comments over the last year or so.
I'm seeing two main camps:
1) It's over, it's criminal, replace management and/or pack it in and give up.
2) It's glorious, we'll all be rich, just wait for xyz to happen.
I'm guessing the truth will be somewhere in the middle. If anyone is feeling generous with their time (and given the number of posts by some I imagine we might have a few takers) I have some questions:
Q1) What are the ongoing sales prospects for Pennsaid? I've seen the recent upward blip in prescriptions and realize that work remains to be included in more medical reimbursement plans.
Q2) Are consumers likely to be swayed when Pennsaid Plus arrives -- due to the lower application frequency? Has anyone seen or heard whether or not patients who have used other products are pleased with Pennsaid?
Q3) How would you characterize the Zars acquisition in terms of strategy? Are we looking at a plan that includes utilizing a proprietary delivery mechanism with new pipeline products or are we looking at a hail Mary play before everyone catches on that Pennsaid sales are not growing as expected?
Q4) Does anyone know when patent coverage for Nuvo products or technologies will expire? Are they going to have some time to grow US sales at healthy margins after all the delay in getting initial FDA approval?
Finally, for fun, here's a discussion where apparent industry "professionals" are discussing Exalgo and Pennsaid in terms of their various issues or merits.
https://www.cafepharma.com/boards/showthread.php?t=422307