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Message: Re: I Agree

Aug 17, 2012 11:01AM

Aug 17, 2012 11:43AM
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Aug 17, 2012 11:52AM

opc
Aug 17, 2012 12:27PM

opc
Aug 17, 2012 12:28PM

Aug 17, 2012 01:51PM

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Aug 17, 2012 02:44PM

Aug 17, 2012 02:48PM

opc
Aug 17, 2012 03:30PM

opc
Aug 17, 2012 03:43PM

opc
Aug 17, 2012 03:47PM
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Aug 17, 2012 03:56PM

Aug 17, 2012 04:03PM

OPC,

Getting picky here, but even if you start with Oct. 1st, 24 weeks gets you done by March 15th.

What I don't get is Al saying publicly on this last call that "both trials are expected to be completed in the second quarter of next year with resubmission of the NDA in Q3."

Maybe there is some lag time between completion of enrollment and actual start of 24 week trials. Or maybe Al is just having to be ever more cautious when he talks about timeframes.

The last 2 10Q's have said resubmission in 2H of 2013. Again, I hope this is overly conservative.

The Griffin analyst, whom I suspect has been able to ask a lot more questions of management privately, continues to think that resubmission will be in 2Q, with PDUFA date in late 2013. He even wrote that with an expeditious review by the FDA, they might roll out product in 2013. But he also has $14 12 month price target. I hope he is really smart and really right!

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Aug 17, 2012 04:42PM

Aug 17, 2012 06:49PM

opc
Aug 17, 2012 08:33PM
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