OTCPK:ARLZQ - Post by User
Post by
mjh9413on Oct 10, 2016 2:16am
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Post# 25327666
ZACK's report
ZACK's reportThanks for that. 10
A) The Zack report indicates no sales of Toprol or related int costs in rest of 2016. Guess that's okay but again leads me to wonder why ARZ shud bear AZ's full cost of marketing for several months in 2017 when its own salesforce will possibly have grown substantially by New Year timed with Yosprala launch.
B)Also, only $30MM of Yosprala gross revs in 2017 so, while disappointing they use such a low number and that such a number would result in an estimated negative EBITDA, we do possibly need only $10MM extra sales to make EBITDA positive, rather than have to wait til 2108
C) I had not looked much at Zontivity before, but their 2 year sales forecast of $7MM is pretty poor versus what it cost and fact they have specifically taken on $25MM in new debt to cover the initial cost.
D)Finally, do not see how the SG&A rises by about zero 2017 over 2016 when salesforce is meant to be 5-fold in the next few months (And I am resuming AZ's cost specifically for Toprol will be deducted from gross revs for that drug and not be in SG&A,)
On the prior poster's $50MM question I presume you are looking at the $49.1MM WY est, where the Q4 estimate is $15.8MM.