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    All Forums | Investments

    pozn is spiking huge today...

    12 Next Last»
    TheBest
    wallstreetcappers
    Blue_Chip
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    Views: 1239
    Posts: 35
    12 Next Last»
     
    TheBest
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    Posted: Jun. 13, 2007 - 11:30 AM ET #1

    get in or else
     
    Reply
    To remove first post, remove entire topic.
    get in or else
     
     
    wallstreetcappers
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    Posted: Jun. 13, 2007 - 11:48 AM ET #2

    I know.. Market bounced on some good numbers, but look at some of the high beta weakness still.

    To me this market bounce isnt solid.
    Reply
    I know.. Market bounced on some good numbers, but look at some of the high beta weakness still.

    To me this market bounce isnt solid.
     
    TheBest
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    Posted: Jun. 13, 2007 - 12:04 PM ET #3

    ya u may be right but after their vp resigned yesterday i expected a lower open but we get a huge volume surge to the upside .. that means something is up . I think they get approved some very big analysts have got my back too. i think its worth the risk with this company. but you are right getting in at a favorable price may be better a few days from now...
    Reply
    ya u may be right but after their vp resigned yesterday i expected a lower open but we get a huge volume surge to the upside .. that means something is up . I think they get approved some very big analysts have got my back too. i think its worth the risk with this company. but you are right getting in at a favorable price may be better a few days from now...
     
    TheBest
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    Posted: Jun. 13, 2007 - 12:09 PM ET #4

    wallstreet  i think u need to take a look at these and let me know what u think
    lifc deep hero hoff lemme know i love all these and wonder which ones u like
     
    Reply
    wallstreet  i think u need to take a look at these and let me know what u think
    lifc deep hero hoff lemme know i love all these and wonder which ones u like
     
     
    wallstreetcappers
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    Posted: Jun. 13, 2007 - 1:45 PM ET #5

    Big$$$,

    When you start posting those WNBA winners I will give you my crappy analysis of the stocks..

    haha
    Reply
    Big$$$,

    When you start posting those WNBA winners I will give you my crappy analysis of the stocks..

    haha
     
    wallstreetcappers
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    Posted: Jun. 13, 2007 - 2:58 PM ET #6

    market heating up, the data today and the 10yr dropping definately helped.    
    Reply
    market heating up, the data today and the 10yr dropping definately helped.    
     
    Blue_Chip
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    Posted: Jun. 13, 2007 - 3:30 PM ET #7

    best, wsc:  what is your opinion of an attractive entry price? 
     
    (best, i know you already have a position)
     
    thanks...
    Reply
    best, wsc:  what is your opinion of an attractive entry price? 
     
    (best, i know you already have a position)
     
    thanks...
     
    wallstreetcappers
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    Posted: Jun. 13, 2007 - 3:42 PM ET #8

    BlueChip,

    I would LIKE it around 15 or lower, but this market is seesaw up and down. If you are itching then it might be good to take a 25% position and at least have some in the kitty, then if it goes up you will be in, down you can leg in even more.


    Reply
    BlueChip,

    I would LIKE it around 15 or lower, but this market is seesaw up and down. If you are itching then it might be good to take a 25% position and at least have some in the kitty, then if it goes up you will be in, down you can leg in even more.


     
    wallstreetcappers
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    Posted: Jun. 14, 2007 - 11:18 AM ET #9

    POZN keeps moving up..good job Big$$$

    Where are those WNBA plays?
    Reply
    POZN keeps moving up..good job Big$$$

    Where are those WNBA plays?
     
    TheBest
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    Posted: Jun. 18, 2007 - 11:37 AM ET #10

    pozn is up 1$ and still going up wow.
    Reply
    pozn is up 1$ and still going up wow.
     
    wallstreetcappers
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    Posted: Jun. 18, 2007 - 12:38 PM ET #11

    Big$$$,

    Nice to be in, I wish I had loaded up earlier but I think my basis is almost 2 bucks lower than the current price which is a good position to be in.

    Also it sucks buying in small pieces when a stock is running, but its how I trade usually.

    What do you think the market potential is for the approved therapy/drug?

    After reading more this weekend it looks like GSK will make out and POZN is going to get royalties versus produce and market themselves...which is both good and bad. Bad because if they went alone, a blockbuster approval could quad a stock price while royalties alone dont mean as much. But the company isnt staffed to produce and market..
    Reply
    Big$$$,

    Nice to be in, I wish I had loaded up earlier but I think my basis is almost 2 bucks lower than the current price which is a good position to be in.

    Also it sucks buying in small pieces when a stock is running, but its how I trade usually.

    What do you think the market potential is for the approved therapy/drug?

    After reading more this weekend it looks like GSK will make out and POZN is going to get royalties versus produce and market themselves...which is both good and bad. Bad because if they went alone, a blockbuster approval could quad a stock price while royalties alone dont mean as much. But the company isnt staffed to produce and market..
     
    TheBest
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    Posted: Jun. 18, 2007 - 3:39 PM ET #12

    this why we go too 40+ not including insiders buy more shares or getting more shares as a thank you for good work. . insidder holding funds holding 67% shorts 13% that means only 20% of the float or 6million is tradable look below Market Cap (intraday): 559.64M Shares Outstanding: 29.49M Float: 22.73M % Held by Insiders4: 14.83% % Held by Institutions4: 53.00% Shares Short (as of 10-Apr-07)3: 3.61M Short Ratio (as of 10-Apr-07)3: 7.5 Short % of Float (as of 10-Apr-07)3: 13.60% Shares Short (prior month)3: 3.27M
    Reply
    this why we go too 40+ not including insiders buy more shares or getting more shares as a thank you for good work. . insidder holding funds holding 67% shorts 13% that means only 20% of the float or 6million is tradable look below Market Cap (intraday): 559.64M Shares Outstanding: 29.49M Float: 22.73M % Held by Insiders4: 14.83% % Held by Institutions4: 53.00% Shares Short (as of 10-Apr-07)3: 3.61M Short Ratio (as of 10-Apr-07)3: 7.5 Short % of Float (as of 10-Apr-07)3: 13.60% Shares Short (prior month)3: 3.27M
     
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    Posted: Jun. 18, 2007 - 3:40 PM ET #13

    the market potential is without a doubt 1 billion.
    Reply
    the market potential is without a doubt 1 billion.
     
    TheBest
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    Posted: Jun. 18, 2007 - 3:56 PM ET #14

    this one is our best bet of the year of being approved wallstreet in ency's case 3 analysts were covering the stock 2 were bearish 1 bullish. in pozn's case 8 analysts are currently covering the stock and all 8 are bullish one of those analysts happens to be citigroup who also head their own healthcare conference where pozn presented the results of their drug data. i really like this drug what happened was the fda said no in 2005 so pozin went back and did two more studies both of which showed excellent results now I see no reason for them to deny this drug when their is adequate data supporting the efficiency of the drug what the fda wanted to make sure of was how many patients suffered worse than normal symptoms . But in both the knew studies covering 2600 patients none of them had worse than normal symptoms which is a huge plus and the reason we have gotten recommendations from some big time analysts including citigroup which i think is the biggest endorsement we could ask for. So keep buying i have 2k shares now will be looking to get more.
    Reply
    this one is our best bet of the year of being approved wallstreet in ency's case 3 analysts were covering the stock 2 were bearish 1 bullish. in pozn's case 8 analysts are currently covering the stock and all 8 are bullish one of those analysts happens to be citigroup who also head their own healthcare conference where pozn presented the results of their drug data. i really like this drug what happened was the fda said no in 2005 so pozin went back and did two more studies both of which showed excellent results now I see no reason for them to deny this drug when their is adequate data supporting the efficiency of the drug what the fda wanted to make sure of was how many patients suffered worse than normal symptoms . But in both the knew studies covering 2600 patients none of them had worse than normal symptoms which is a huge plus and the reason we have gotten recommendations from some big time analysts including citigroup which i think is the biggest endorsement we could ask for. So keep buying i have 2k shares now will be looking to get more.
     
    TheBest
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    Posted: Jun. 18, 2007 - 4:05 PM ET #15

    Study Newly Published in Mayo Clinic Proceedings Demonstrated Long-Term Safety and Tolerability of Trexima(TM) (Sumatriptan/Naproxen Sodium) for Acute Treatment of Migraine

    Data from Almost 25,000 Migraine Attacks Show Trexima Was Generally Well Tolerated

    RESEARCH TRIANGLE PARK, NC, and CHAPEL HILL, NC -- January 30, 2007 -- Long-term safety and tolerability are important attributes for migraine medicines as migraine attacks can affect sufferers for many years. In a study published in the current issue of Mayo Clinic Proceedings, the investigational migraine therapy Trexima (sumatriptan/naproxen sodium) was generally well tolerated when used repeatedly for the acute treatment of migraine headaches in adults over a period of up to one year.

    In this large, multi-center, open-label safety study, 565 migraine patients treated almost 25,000 migraine attacks. According to Paul Winner, DO, FAAN, lead author of the study and director of the Palm Beach Headache Center in Florida, the study authors concluded that the adverse events reported with Trexima did not differ from those expected for the individual components alone and there were no new or unexpected safety findings.

    Trexima is the proposed brand name for a single tablet containing sumatriptan 85 mg as the succinate salt, formulated with RT Technology™, and naproxen sodium 500 mg, for the acute treatment of migraines in adults. The findings from this study are included in the New Drug Application, currently under review by the FDA.

    About the Study
    The data were derived from an open-label, 12-month safety study conducted at 39 sites across the U.S. Of the 565 patients who treated at least one migraine attack with Trexima, 414 completed 6 months of treatment and 362 completed 12 months of treatment. Patients who completed the study treated on average five attacks per month. Doses of Trexima per attack in the second 6 months were comparable to those in the first 6 months of the study, indicating no reduction of therapeutic effect over the 12-month period. If the first dose did not produce adequate relief, patients were permitted to take a second dose two hours later; 70 percent of migraine attacks were treated with just one dose. Patients were provided with diaries to record any medications taken during the 24 hours prior to and after the migraine, as well as any adverse events.

    No new or unexpected adverse events were reported by study participants. Most of the patients who reported adverse events described them as mild or moderate in severity. The most common treatment-related adverse events reported within 24 hours of taking a single tablet of Trexima were nausea (6 percent), muscle tightness (3 percent), and dizziness (3 percent). There was no significant difference in the rates of adverse events reported when attacks were treated with
    two tablets versus one tablet. Fewer than 3 percent of patients experienced a serious adverse
    event (defined as an event resulting in hospitalization or death); one event was labeled as probably treatment related. No events were life-threatening.

    About Migraines
    More than 28 million Americans suffer from migraines, yet under-diagnosis and misdiagnosis of the condition remains a problem. It is estimated that as many as 14 million people who have migraines have never been diagnosed by a physician. Migraine can lead to missed days of work, lost time with family and friends, and a disrupted daily routine.

    Recent data indicate that the pathophysiology of migraine is complex and that migraine is not merely a vascular problem, but a result of a chain of events that are both vascular and neurological. These events develop early in the migraine process, often long before a patient actually feels the sensation of headache pain.

    About Imitrex® (sumatriptan succinate) Tablets
    Imitrex is a prescription medication indicated for the acute treatment of migraine in adults. Imitrex should only be used when a clear diagnosis of migraine has been established. Patients should not take Imitrex if they have certain types of heart disease, history of stroke or TIAs, peripheral vascular disease, Raynaud syndrome, or blood pressure that is uncontrolled. Patients with risk factors for heart disease, such as high blood pressure, high cholesterol, diabetes or are a smoker, should be evaluated by a doctor before taking Imitrex. Very rarely, certain people, even some without heart disease, have had serious heart related problems. Patients who are pregnant, nursing, or taking medications should talk to their doctor.

    About Naproxen Sodium
    Naproxen sodium is a non-steroidal anti-inflammatory drug (NSAID) and is contained in Anaprox®, Anaprox DS®, Naprelan®, Aleve® and in a number of over-the-counter medications. Naproxen sodium is indicated for the treatment of rheumatoid arthritis, osteoarthritis, ankylosing spondylitis and juvenile arthritis. It is also indicated for the treatment of tendinitis, bursitis, acute gout and for the management of pain and primary dysmenorrhea. Naproxen-containing products should not be used by patients who have had allergic reactions to any product containing naproxen, nor in patients in whom aspirin or other NSAIDs induce the syndrome of asthma, rhinitis, and nasal polyps. Patients who have a history of peptic ulcer or gastrointestinal bleeding, kidney problems, uncontrolled hypertension or heart failure should consult a physician before using naproxen-containing medications. NSAIDs may cause increased risk of serious cardiovascular thrombotic events, myocardial infarction and stroke. This risk may increase with duration of use and in patients with cardiovascular disease or risk factors for cardiovascular disease. Serious gastrointestinal toxicity such as bleeding, ulceration and perforation can occur at any time in patients treated chronically with NSAID therapy and physicians should remain alert for such effects even in the absence of previous GI tract symptoms. Patients who are pregnant or are nursing should consult a physician before use of a naproxen-containing medication.



    SOURCE: GlaxoSmithKline and Pozen

    Reply

    Study Newly Published in Mayo Clinic Proceedings Demonstrated Long-Term Safety and Tolerability of Trexima(TM) (Sumatriptan/Naproxen Sodium) for Acute Treatment of Migraine

    Data from Almost 25,000 Migraine Attacks Show Trexima Was Generally Well Tolerated

    RESEARCH TRIANGLE PARK, NC, and CHAPEL HILL, NC -- January 30, 2007 -- Long-term safety and tolerability are important attributes for migraine medicines as migraine attacks can affect sufferers for many years. In a study published in the current issue of Mayo Clinic Proceedings, the investigational migraine therapy Trexima (sumatriptan/naproxen sodium) was generally well tolerated when used repeatedly for the acute treatment of migraine headaches in adults over a period of up to one year.

    In this large, multi-center, open-label safety study, 565 migraine patients treated almost 25,000 migraine attacks. According to Paul Winner, DO, FAAN, lead author of the study and director of the Palm Beach Headache Center in Florida, the study authors concluded that the adverse events reported with Trexima did not differ from those expected for the individual components alone and there were no new or unexpected safety findings.

    Trexima is the proposed brand name for a single tablet containing sumatriptan 85 mg as the succinate salt, formulated with RT Technology™, and naproxen sodium 500 mg, for the acute treatment of migraines in adults. The findings from this study are included in the New Drug Application, currently under review by the FDA.

    About the Study
    The data were derived from an open-label, 12-month safety study conducted at 39 sites across the U.S. Of the 565 patients who treated at least one migraine attack with Trexima, 414 completed 6 months of treatment and 362 completed 12 months of treatment. Patients who completed the study treated on average five attacks per month. Doses of Trexima per attack in the second 6 months were comparable to those in the first 6 months of the study, indicating no reduction of therapeutic effect over the 12-month period. If the first dose did not produce adequate relief, patients were permitted to take a second dose two hours later; 70 percent of migraine attacks were treated with just one dose. Patients were provided with diaries to record any medications taken during the 24 hours prior to and after the migraine, as well as any adverse events.

    No new or unexpected adverse events were reported by study participants. Most of the patients who reported adverse events described them as mild or moderate in severity. The most common treatment-related adverse events reported within 24 hours of taking a single tablet of Trexima were nausea (6 percent), muscle tightness (3 percent), and dizziness (3 percent). There was no significant difference in the rates of adverse events reported when attacks were treated with
    two tablets versus one tablet. Fewer than 3 percent of patients experienced a serious adverse
    event (defined as an event resulting in hospitalization or death); one event was labeled as probably treatment related. No events were life-threatening.

    About Migraines
    More than 28 million Americans suffer from migraines, yet under-diagnosis and misdiagnosis of the condition remains a problem. It is estimated that as many as 14 million people who have migraines have never been diagnosed by a physician. Migraine can lead to missed days of work, lost time with family and friends, and a disrupted daily routine.

    Recent data indicate that the pathophysiology of migraine is complex and that migraine is not merely a vascular problem, but a result of a chain of events that are both vascular and neurological. These events develop early in the migraine process, often long before a patient actually feels the sensation of headache pain.

    About Imitrex® (sumatriptan succinate) Tablets
    Imitrex is a prescription medication indicated for the acute treatment of migraine in adults. Imitrex should only be used when a clear diagnosis of migraine has been established. Patients should not take Imitrex if they have certain types of heart disease, history of stroke or TIAs, peripheral vascular disease, Raynaud syndrome, or blood pressure that is uncontrolled. Patients with risk factors for heart disease, such as high blood pressure, high cholesterol, diabetes or are a smoker, should be evaluated by a doctor before taking Imitrex. Very rarely, certain people, even some without heart disease, have had serious heart related problems. Patients who are pregnant, nursing, or taking medications should talk to their doctor.

    About Naproxen Sodium
    Naproxen sodium is a non-steroidal anti-inflammatory drug (NSAID) and is contained in Anaprox®, Anaprox DS®, Naprelan®, Aleve® and in a number of over-the-counter medications. Naproxen sodium is indicated for the treatment of rheumatoid arthritis, osteoarthritis, ankylosing spondylitis and juvenile arthritis. It is also indicated for the treatment of tendinitis, bursitis, acute gout and for the management of pain and primary dysmenorrhea. Naproxen-containing products should not be used by patients who have had allergic reactions to any product containing naproxen, nor in patients in whom aspirin or other NSAIDs induce the syndrome of asthma, rhinitis, and nasal polyps. Patients who have a history of peptic ulcer or gastrointestinal bleeding, kidney problems, uncontrolled hypertension or heart failure should consult a physician before using naproxen-containing medications. NSAIDs may cause increased risk of serious cardiovascular thrombotic events, myocardial infarction and stroke. This risk may increase with duration of use and in patients with cardiovascular disease or risk factors for cardiovascular disease. Serious gastrointestinal toxicity such as bleeding, ulceration and perforation can occur at any time in patients treated chronically with NSAID therapy and physicians should remain alert for such effects even in the absence of previous GI tract symptoms. Patients who are pregnant or are nursing should consult a physician before use of a naproxen-containing medication.



    SOURCE: GlaxoSmithKline and Pozen

     
    TheBest
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    Posted: Jun. 18, 2007 - 4:06 PM ET #16

    thats the small study the bigger one was even better results with 2000 patients hence all the positive bullish expectations.
    Reply
    thats the small study the bigger one was even better results with 2000 patients hence all the positive bullish expectations.
     
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    Posted: Jun. 18, 2007 - 4:07 PM ET #17

    Big$$$,

    I was semi tempted to go against my better options thinking and strategy and buy some OTM calls for December or Sept on the stock..

    The trading action is very bullish for the past week or two and I like how it is acting.

    When is the D-date exactly?
    Reply
    Big$$$,

    I was semi tempted to go against my better options thinking and strategy and buy some OTM calls for December or Sept on the stock..

    The trading action is very bullish for the past week or two and I like how it is acting.

    When is the D-date exactly?
     
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    Posted: Jun. 18, 2007 - 4:22 PM ET #18

    wallstreet the sept 30 are your best bet why? because of the short interest!
    the short interest will push this thing even higher once it is approved personally i think we will hit 40 in september from momentum and short squeeze.
     
    so u buy the sept 30's at .50 cents  that is the best call deal if u ask me. dec is no good u dont want those. the stock price will be at its peak in sept.
     
    the deadline is aug 1st
    Reply
    wallstreet the sept 30 are your best bet why? because of the short interest!
    the short interest will push this thing even higher once it is approved personally i think we will hit 40 in september from momentum and short squeeze.
     
    so u buy the sept 30's at .50 cents  that is the best call deal if u ask me. dec is no good u dont want those. the stock price will be at its peak in sept.
     
    the deadline is aug 1st
     
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    Posted: Jun. 18, 2007 - 4:31 PM ET #19

    That is interesting..

    The 30s look damn tempting because if they run the stock to say 23-25 by the end of July, then the news hits and the stock could see 33 or so which is a 6 bagger..the downside is if the scenario fails or the market doesnt participate then you are screwed.

    I might wait and see if we get a dip back down and maybe I could lower a strike price or two for similar pricing.
    Reply
    That is interesting..

    The 30s look damn tempting because if they run the stock to say 23-25 by the end of July, then the news hits and the stock could see 33 or so which is a 6 bagger..the downside is if the scenario fails or the market doesnt participate then you are screwed.

    I might wait and see if we get a dip back down and maybe I could lower a strike price or two for similar pricing.
     
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    Posted: Jun. 18, 2007 - 5:22 PM ET #20

    K but i think its more likely this stock goes to 20 before a dip but i may be wrong
    Reply
    K but i think its more likely this stock goes to 20 before a dip but i may be wrong
     
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    Posted: Jul. 1, 2007 - 8:22 PM ET #21

    Big$$$,

    I was reading a bit tonite and came across

    THIS

    I am not overly impressed with what I read..a combination of Naproxin Sodium and Nexium, and that is supposedly the whopper in the pipeline. Like some people said, this isnt a NEW therapy rather a combination of two existing drugs trying to improve efficiency.

    I also read they are doing Phase III in Q3, and it looks like the same issue with Trexima..its not a NEW therapy, rather a combination of two existing drugs..

    So what makes you think this has a market which would exceed 1B? 1B to market means 100M to POZN and a more than likely price of 25 bucks or 30 bucks, maybe 35 which would mean a PE ratio of 30-35.

    I think your view of 50 would take approval of the Nexium/Naproxin which wont come until next year.

    My take is if they get approval (which after reading more on it, I dont see WHY they wouldnt, this isnt some cancer therapy) the stock goes to 25. If for some reason they get denied then it goes to 12.

    Might be interesting for a straddle..but I lean towards getting approval, so I am more inclined to go long calls.

    Outside the stuff you wrote above (insiders buying, shorts etc which I dont think mean MUCH to be honest) why would you think this news would take the stock over 25? The royalties will kick in large only if they exceed BIG targets sales wise and that isnt happening this year. The real meat royalty wise comes in another 2-3 yrs.....
    Reply
    Big$$$,

    I was reading a bit tonite and came across

    THIS

    I am not overly impressed with what I read..a combination of Naproxin Sodium and Nexium, and that is supposedly the whopper in the pipeline. Like some people said, this isnt a NEW therapy rather a combination of two existing drugs trying to improve efficiency.

    I also read they are doing Phase III in Q3, and it looks like the same issue with Trexima..its not a NEW therapy, rather a combination of two existing drugs..

    So what makes you think this has a market which would exceed 1B? 1B to market means 100M to POZN and a more than likely price of 25 bucks or 30 bucks, maybe 35 which would mean a PE ratio of 30-35.

    I think your view of 50 would take approval of the Nexium/Naproxin which wont come until next year.

    My take is if they get approval (which after reading more on it, I dont see WHY they wouldnt, this isnt some cancer therapy) the stock goes to 25. If for some reason they get denied then it goes to 12.

    Might be interesting for a straddle..but I lean towards getting approval, so I am more inclined to go long calls.

    Outside the stuff you wrote above (insiders buying, shorts etc which I dont think mean MUCH to be honest) why would you think this news would take the stock over 25? The royalties will kick in large only if they exceed BIG targets sales wise and that isnt happening this year. The real meat royalty wise comes in another 2-3 yrs.....
     
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    Posted: Jul. 2, 2007 - 8:16 AM ET #22

    Say POZEN has Royalties of $200 million in 2010 less expenses of $50 million = 150 million net income / 30 million shares = $5 EPS X 25 PE = $125 share.

    POZEN will be a cash machine once their pipeline gains FDA approval and the PE ratio for the industry is around 24 so a price target over $100 is not unreasonable
    Reply
    Say POZEN has Royalties of $200 million in 2010 less expenses of $50 million = 150 million net income / 30 million shares = $5 EPS X 25 PE = $125 share.

    POZEN will be a cash machine once their pipeline gains FDA approval and the PE ratio for the industry is around 24 so a price target over $100 is not unreasonable
     
    TheBest
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    Posted: Jul. 2, 2007 - 8:38 AM ET #23

    now people knowing this fact will drive the stock price up . the momentum will come from the forward eps with guaranteed huge cash flows in the future i see no reason why this stock doesn't sky rocket.
    Reply
    now people knowing this fact will drive the stock price up . the momentum will come from the forward eps with guaranteed huge cash flows in the future i see no reason why this stock doesn't sky rocket.
     
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    Posted: Jul. 2, 2007 - 8:44 AM ET #24

    ..a combination of Naproxin Sodium and Nexium. yes that is what it is. what u dont understand is all they have to do is get the drug approved. then glaxo takes the old drug off the market and markets the new one its that simple and this drug is better than the old one. thats all u need in this day and age.
     
    I'm all in. no one will stop me from buying thousands of shares of pozn. no one.
    Reply
    ..a combination of Naproxin Sodium and Nexium. yes that is what it is. what u dont understand is all they have to do is get the drug approved. then glaxo takes the old drug off the market and markets the new one its that simple and this drug is better than the old one. thats all u need in this day and age.
     
    I'm all in. no one will stop me from buying thousands of shares of pozn. no one.
     
     
    wallstreetcappers
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    Posted: Jul. 2, 2007 - 10:59 AM ET #25

    Big$$$,

    I thought you sold some on the dip last week? I have all my position..

    Your estimation on Royalties would mean they have to sell in the neighborhood of 2B in total sales..if my math is in the ballpark, in order for POZN to make 200M in royalties, they make I think 6% under 1B and 16% over? I might be off on the top number..but then do the inverse math and that means 2B in sales for this product.

    I also was reading that Nexium is going to either go OTC or off patent pretty soon, and I think Imitrex (spelling) is long in the tooth too..

    The benefit that POZN has is the support of physicians and the delivery system from GSK (the absorption rate etc)
    Reply
    Big$$$,

    I thought you sold some on the dip last week? I have all my position..

    Your estimation on Royalties would mean they have to sell in the neighborhood of 2B in total sales..if my math is in the ballpark, in order for POZN to make 200M in royalties, they make I think 6% under 1B and 16% over? I might be off on the top number..but then do the inverse math and that means 2B in sales for this product.

    I also was reading that Nexium is going to either go OTC or off patent pretty soon, and I think Imitrex (spelling) is long in the tooth too..

    The benefit that POZN has is the support of physicians and the delivery system from GSK (the absorption rate etc)
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