Trilogy International Partners Inc T.TRL.WT.A

RE:partners and lawsuits

[LTOWNER]

Regarding a partner for Compleo - what we have learned from past conference calls is that the company wants a major partner, they know who they want and Tefina is unlikely to be linked in the deal.  What we learned Friday is that negotiations have “never stopped” and will continue after approval “if not done by then” (read within the next 18 days).  If more than one Pharma is still interested and in discussions, a deal before approval is more likely due to competition but we were given no indication whether multiple Pharms are involved – did anyone else hear a plural on partner?  While the possibility of an agreement before approval is held out, Rossi also says approval will strengthen Trimel’s bargaining position and the value of the asset (read size of upfront payment and % royalty) and I suppose this could provide motivation to a single suitor to ink the deal before approval.

I agree the ongoing FDA investigation and class action ads muddy the waters but I disagree “as this transpires we have an approved product with a number of health hazards’.  The jury is still very much out regarding testosterone links to cardiac disease and there is compelling research that concludes the greatest risk of disease and death from all causes is in groups with Low T.

T-Treatment is not going off the market, men feel too good on TRT.  If a cardiac a link is proven, risks and patient guidance will be provided in labels – as it already is.  Lawsuits are not going to prevail against providers of T-replacement unless known risks were not disclosed, and this is not the case.  Physicians who prescribe TRT without checking T-levels and follow up checks or prescribe to high-risk patients could face problems.  Countless approved and widely distributed drugs carry onerous risks and side effects including death – do you listen to the ads? 

Ye makes yer bets, ye takes your chances.  Should be an interesting 2 ½ weeks.