Old API Wind-down Ltd - Ordinary Shares ARLZQ

New article: Aralez Lead Drug Yosprala Receives FDA Approval

[allison5120]

See new article this morning about ARLZ published on Seeking Alpha at https://seekingalpha.com/article/4006635-aralez-pharmaceuticals-lead-drug-yosprala-approved-fda

[Floridas2000]

Thanks for the article link.  He is being very conservative especially since he is not considering significant growth in their current portfolio of drugs. 

[kuatolives]

Unrelated, but CXR is imploding today.  That's pretty much it for the last of the debt fueld rollups. I'm trying to figure out of Harris is much smarter than I've given him credit for - or if he was just lucky. Either way, I'll take it. Organic growth is more valuable than gold these days.  Tell you one thing, I bloody well slept well last night.

[GoldenDilemma]

Harris did a great job. Give the man credit! 

[Bigboyone]

When is the anticipated and potential approval of Yosprala in the EU? We where supposed to be an Irish domicile originally, I am sure big plans where and are in order for not only Yosprala but other ARALEZ drugs as well. This is going to only be a bonus for ARALEZ quarterly revenue stream.

[GoldenDilemma]

If filing end of Q4, I'd imagine late Q2  - early Q4 approval 2017. 

[GoldenDilemma]

Sorry, early Q2.

[Bigboyone]

I would figure once a steady revenue stream came from all sources, (USA EU, Middle East, Etc) As well as, maybe a few nice surprise, pickups by Adams along the way. Maybe early 1st /2nd 2018 we get bought out? I know I am just speculating, but its more a reality today then a few days ago.

[kuatolives]

I thought they were filing Europe in Q4 of this year, then Canada H1 2017. Source: https://seekingalpha.com/article/4006635-aralez-pharmaceuticals-lead-drug-yosprala-approved-fda Goldman seems to think peak sales will be from 300-750M (up from business guideance of 200M). His upper valuation is 20 bucks a share (ARLZ).

[mjh9413]

Yes that Goldman (ex Tribute Director and shareholder) article on SA was a good read. Also says that they might get US$8-10MM sales in Q4 for Yosprala and, yes, the US$200MM annual indicated by Coy is conservative.  Here is his take on other markets for Yosprala. "I expect that the EU rights to Yosprala will, in the next 12 to 24 months, be licensed out to a third party for a substantial

[mjh9413]

I meant to reiterate that the 30+% market share that AZR are looking for is based on actual interviews with a sample of doctors currently prescribing the current alternatives. eom

[sanspeine]

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