Old API Wind-down Ltd - Ordinary Shares ARLZQ

RE:RE:Aralez Pharmaceuticals (T.ARZ) Time to watch It

[kuatolives]

-I read through the transcript and a couple of things struck me. I had the thought months ago that maybe they shouldn't have bothered using the old asipirin supplier to their NDA application at all, but rather replace it. This was based on the possibility that the FDA would turn down the drug if one of the suppliers were bad, not approve it because one of them was good.  That was a worry to me; however, it seems someone else finally had the same idea and suggested to ARLZ (maybe it was the FDA itself) to just remove the old supplier period. Whoever suggested it, the FDA approved of the idea seemingly after the NDA was submitted so ... it leads me to believe the FDA would rather have Yosprala off its books once and for all. This is just reading the tea leaves, though.

-From the transcript, if the window for yosprala approval is between 2 and 6 months, so approval could come in as little as 2 weeks. That would definitely be a short term catalyst, and anytime between that and September really isn't that long. 

-Today was the first mention, at least that I'd seen, about an intial pricing model for Yosprala, the out of pocket cost pegged at around $1 a day. I'm glad to see this cheap price as it will stave off the bs lawsuits from the likes of Bass and Co and stimulate some good growth rates of adoption. If they want to raise prices a few years from now after mass adoption, ok.

-With access to $311M, you can bet the money pushers of this company will be looking to make deals sooner than later. Again, these could come any day. We don't know.  By the end of June things could look very different.