Old API Wind-down Ltd - Ordinary Shares ARLZQ

ZACK's report

[mjh9413]

Thanks 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.

[snootchybootchy]

Yes, does look expensive based on current revenues but this is the reason for the re-launch, right?  Mr. Adams admitted Zontivity was a low-revenue generating assest but felt it never recevied proper marketing support.  The plan is to re-launch Zontivity and market it at the same time as Yosprala since the two drugs can be combined as a dual anti-platelat therapy. During the conference

[Bigboyone]

Everyones doing an estimated earning report, it has to stop, throw fundamentals and technicals, out the window...Right now it doesnt matter, what Zontivity does, or Firbricor, or Yosprala, etc.. Fact: ARALEZ has/is...15 % insider owned and who knows what else going on inside the hedge funds, we see how it traded on good news.., right now every small tech advisor, says we should be estimated

[mjh9413]

Funny, you say to throw out fundamentals and then say ARZ trading at 1x earnings is insane,etc. Funny too that ARZ is currently eps and EBITDA negative...now that's insane. I agree lots of potential but cannot ever see ignoring or quantifying what's going on, fundamentally speaking:):)