Trilogy International Partners Inc T.TRL.WT.A

RE:Marketing and promotions partner for Compleo?

[LTOWNER]

Sticks – approval can come at any time and the FDA has been ahead of schedule approving other drugs.  One would think that with testosterone already approved many times over, it would not take as long to approve new technology for delivering testosterone, particularly now that only TID data from the P3 is relevant.  However the FDA is struggling to keep up, under-funded and under-staffed.  I do not know how it works but it is possible the staff analyzing Compleo data may be analyzing other drugs as well and could take extra time from the study of Compleo to devote to drugs they may have fallen behind on. 
 
Mirror, we have never received a hint from the company as to who the marketing partner will be and I have heard no rumors.  From the conference calls we have heard that the decision leans toward a larger Pharma and that the Compleo partnership may link Tefina as well.  If Tefina is linked, the partner will likely help fund a Tefina P3, if it comes to that – which would provide credibility to Tefina development and trial funding at the same time.  One of the RBC research reports on Trimel said the company would partner for the Tefina P3.  I have a favorite prospective partner but I am likely dreaming in technicolor!   Pfizer could certainly compete with AbbVie and Eli Lilly in the T-Replacement market, and who better to launch a female ‘Viagra’ than the company that launched Viagra?  Alternatively, if Compleo could steal 70% of AbbVie’s Androgel users and gain the bulk of new users, as indicated in the patient research study, might AbbVie itself be interested in partnering for Compleo?  If and when they announce a partner we will all likely be surprised.