IntelliPharmaCeutics – IPCI - - Hot Stock - - 2015 – 2016 (Seite 200)
eröffnet am 04.02.15 10:20:01 von
neuester Beitrag 28.02.24 20:25:53 von
neuester Beitrag 28.02.24 20:25:53 von
Beiträge: 2.547
ID: 1.207.106
ID: 1.207.106
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Gesamt: 316.921
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ISIN: CA4581733090 · WKN: A2N5Y4 · Symbol: IPCIF
0,0213
USD
-57,40 %
-0,0287 USD
Letzter Kurs 19:40:01 Nasdaq OTC
Werte aus der Branche Pharmaindustrie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9998 | +122,18 | |
| 17,530 | +77,52 | |
| 34,90 | +69,42 | |
| 0,7700 | +54,00 | |
| 1,8200 | +34,81 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,5850 | -16,43 | |
| 0,6460 | -19,25 | |
| 4,0000 | -20,00 | |
| 16,510 | -26,78 | |
| 0,7500 | -35,34 |
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Stimmt das? Kann die Patenterteilung jetzt noch fünf Wochen dauern?
Samsa Monday, 11/14/16 08:23:22 AM
Re: vikinggames post# 20192
Post # of 20195
No...Not yet...the latest update just shows the received payment and forwarded on that the patent can be issued. Now that 5 week clock starts ticking.
Samsa Monday, 11/14/16 08:23:22 AM
Re: vikinggames post# 20192
Post # of 20195
No...Not yet...the latest update just shows the received payment and forwarded on that the patent can be issued. Now that 5 week clock starts ticking.
Auch von mir ein Danke! Top Arbeit.... Aber er ist ja auch die M@trix und weiß alles... 
Antwort auf Beitrag Nr.: 53.679.435 von Wolfirainbow am 12.11.16 11:05:17Da hier keiner den anderen kennt, läuft man auch nicht Gefahr, des Schleimens verdächtigt zu werden; also: Nicht nur "Jemanden an Bord zu haben, der Wissen ausstrahlt. ", sondern einen der sein Wissen auch noch teilt. Auch von mir danke.
Antwort auf Beitrag Nr.: 53.678.538 von M@trix am 12.11.16 07:59:39Habe die Firma seit vielen Wochen im Blick und habe bis 2,5€ immer wieder auch nachgelegt. Die Aussichten waren gut wie selten, allerdings war auch immer ein Rest Unsicherheit drin, weil nicht geliefert wurde und der Kurs langsam bröckelte. Einer von ganz wenigen Werten, die ich immer nur aufgestockt habe. Es tut auch gut, Jemanden an Bord zu haben, der Wissen ausstrahlt. Einfach deshalb mal Danke dafür und ein schönes WE.
Das PODRAS-Patent könnte wohl schon früher kommen:
Zudem hält das Unternehmen nach Rückfrage weiterhin am November als Zeitpunkt des Rexista NDA fest. Demnach stehen wichtige Kurskatalysatoren unmittelbar bevor. Wir dürften also schon bald neue Hochs in der Aktie sehen.
M@trix
Zudem hält das Unternehmen nach Rückfrage weiterhin am November als Zeitpunkt des Rexista NDA fest. Demnach stehen wichtige Kurskatalysatoren unmittelbar bevor. Wir dürften also schon bald neue Hochs in der Aktie sehen.
M@trix
Trading Spotlight
Antwort auf Beitrag Nr.: 53.668.059 von M@trix am 10.11.16 20:30:45Da habe ich mit meinem Nachkauf wohl ganz genau das Zwischentief getroffen. Aber zugegeben, reines Glück. Es hätte auch in die andere Richtung gehen können. Aber so ist es definitiv besser....
Antwort auf Beitrag Nr.: 53.485.347 von M@trix am 15.10.16 14:45:03
Wie man sich denken kann: wir haben nun mit dem grünen Pfeil begonnen. Kommende Woche könnten Kurse >3$ drin sein - mit News natürlich auch mehr.
M@trix
Zitat von M@trix:Zitat von M@trix: Auch der Chart sieht jetzt hervorragend aus. Wir sind nun aus einem "bullishen Kein" ausgebrochen und haben auch schon den Retest des Ausbruchs hinter uns gebracht. Ziel aus der Formation: ca. 3,50$
Skizze:
Das Szenario passt auch gut zu den anstehenden News.
Weiterhin gilt: Keine Stück abgeben!
M@trix
Hier ein Update:
Wir sind wie erwartet aus dem bullishen Keil ausgebrochen - und zwar sowohl aus dem seit 2015 als auch aus dem seit 2014. Denkbar wäre jetzt ein Retest des Ausbruchs, also eine Korrektur bis ca. 2,60$. Auch ein Gap-Schluss bei ~2,40$ ist nicht ganz auszuschließen (intraday), allerdings deute ich den Sprung unter gewaltigem Volumen eher als Breakaway-Gap, d.h. es könnte nicht mehr geschlossen werden.
Wie auch immer: nach der Korrektur steht ein weiterer deutlicher Sprung in Richtung der alten Hochs an. Dieser KANN im Prinzip jederzeit beginnen, weshalb ich hier weiter keine Stücke abgebe bzw. keine Gewinne mitnehme.
In den nächsten 14 Tagen dürften News zum PODRAS-Patent kommen. Die News über die Einreichung des NDA für Rexista erwarte ich kurz darauf, d.h. womöglich noch in diesen Monat (Domenic meinte Q4 "latest" - es kann also auch früher werden).
Die Patenterteilung könnte wieder zu relativ enttäuschendem Kursverlauf führen, weil die meisten Investoren die Bedeutung der News gar nicht verstehen dürften. Doch der NDA wird dann alles ändern und wir sollten zügig bis ca. 4,50$ wie im Chart gezeichnet laufen. Je nachdem ob es dann noch weitere News gibt (Partnerschaft, weitere Zulassung) sollten 5-6$ bis Jahresende drin sein.
Sollte die FDA dann in Frühjahr die Zulassung für Rexista erteilen, dürfte der Kurs in 2017 Kurse bis 20$ erreichen können.
M@trix
Wie man sich denken kann: wir haben nun mit dem grünen Pfeil begonnen. Kommende Woche könnten Kurse >3$ drin sein - mit News natürlich auch mehr.
M@trix
IntelliPharmaCeutics International Offers Excellent Risk/Reward Profile
Summary
IPCI is a small pharmaceutical company which is developing innovative products to prevent abuse and overdose of prescription drugs.
IPCI also has a robust pipeline of generic drugs at various stages of review before the FDA.
By the third quarter of 2017 (which starts 6/1/2017) , IPCI should be cash flow positive reducing any further risk of dilution.
IPCI's innovative technologies to prevent overdose and abuse of drugs answer a vitally important need and could turn out to be enormously profitable.
IntelliPharmaCeutics International (NASDAQ:IPCI) is small Canadian drug company. It closed Monday at $2.62 per share and it has roughly 29 million outstanding shares and a fully diluted share count of 37.4 million. IPCI has one revenue producing generic drug and is currently burning cash at the rate of roughly $2 million per quarter. IPCI has $4.5 million cash on its balance sheet and will have another major source of cash flow starting on or about May 1, 2017.
When I analyze IPCI, I break things up into several buckets - existing cash flow, imminent cash flow, generic pipeline, and innovative products. IPCI seems to have a unique combination of reasonably reliable cash flow from its generics and an enormous potential for upside due to its innovative products.
Existing Cash Flow - IPCI is currently generating revenue from a generic form of Focalin in 15 and 30 milligram (NYSE:MG) doses. It produces this product in partnership with Par Pharmaceuticals and is currently generating roughly $550,000 per quarter. There is nothing particularly exciting about this story but it has been a source of some cash flow.
Imminent Cash Flow - IPCI's generic version of Seroquel has been approved but IPCI must refrain from marketing until the expiration of the 180 day first filer exclusivity period. This period started on November 1, 2016, so that IPCI should be able to start generating revenue on this product by May 1, 2017. Seroquel commands a $1.2 billion dollar brand market. IPCI has entered into a partnership arrangement with Mallinckrodt under which it received a $3 million up front payment. Conservatively assuming a $600 million generic market and a 10% share, IPCI's net could be in the $30 million per year range. Thus, this product should generate enough cash flow to cover IPCI's burn rate so that further dilution after May 1 is unlikely.
Generic Pipeline - IPCI has an extensive pipeline of generic products which are in various stages of review at the FDA. Here is a list of the products with respect to which IPCI has generics in its pipeline: 1. Focalin - six dosage levels not yet marketed by IPCI. 2. Effexor 3. Protonix 4. Glucophage 5. Lamictal 6. Keppra 7. Pristiq 8. Coreg Each of these drugs commands a brand market in the hundreds of millions or billions of dollars and IPCI should benefit from the entry of its generic products onto the market over the next several years.
Innovative Products - IPCI has developed two very interesting and innovative technology platforms. The first is an abuse deterrent technology that makes it difficult or impossible to abuse the drug to which the technology is applied. One aspect of this system is to make it difficult to reduce the drug to a liquid or powder form so that the most common methods of abuse are prevented. IPCI will shortly file an application for approval of Rexista, an abuse deterrent form of extended release Oxycodone. The second platform - PODRAS - involves a "built in" overdose prevention system that essentially prevents a user from overdosing by negating the strength of an excessive amount of the drug which has been ingested. Both of these technologies are obviously of enormous relevance to the expanding opioid abuse and overdose problem with is now plaguing the United States. This should be enormously attractive to drug regulators and could play a key role in combating the drug abuse epidemic which is devastating rural America. IPCI also has a drug - Regabutin XR - which is a once a day controlled release form of Lyrica which also addresses an enormous market and has promising potential. IPCI is evaluating options to pursue licensing of this drug.
Risks - As with any company in this sector, there are regulatory risks as well as competitive risks. In each of the generic markets there are likely to be multiple competitors and regulatory approval can be delayed. The innovative products may run into testing problems and/or regulatory delay. During this time, IPCI may have to engage in dilutive offerings of its stock. IPCI already is approved to engage in ATM (at the market) offerings of its stock and may be forced to resort to this mechanism if cash flow does not develop on the schedule described above.
Bottom Line - The recent deal with Mallinckrodt suggests that IPCI is in line to generate more cash from its generic pipeline and that the potential for further significant dilution is limited. IPCI's management is well aligned with its shareholders as its CEO owns --more than 20% of the outstanding shares. IPCI's innovative products promise an enormous future upside for investors while its generic pipeline limits the potential investor downside. IPCI is a bargain here. I have been adding to my position.
Disclosure: I am/we are long IPCI.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
http://seekingalpha.com/article/4022084-intellipharmaceutics…
Summary
IPCI is a small pharmaceutical company which is developing innovative products to prevent abuse and overdose of prescription drugs.
IPCI also has a robust pipeline of generic drugs at various stages of review before the FDA.
By the third quarter of 2017 (which starts 6/1/2017) , IPCI should be cash flow positive reducing any further risk of dilution.
IPCI's innovative technologies to prevent overdose and abuse of drugs answer a vitally important need and could turn out to be enormously profitable.
IntelliPharmaCeutics International (NASDAQ:IPCI) is small Canadian drug company. It closed Monday at $2.62 per share and it has roughly 29 million outstanding shares and a fully diluted share count of 37.4 million. IPCI has one revenue producing generic drug and is currently burning cash at the rate of roughly $2 million per quarter. IPCI has $4.5 million cash on its balance sheet and will have another major source of cash flow starting on or about May 1, 2017.
When I analyze IPCI, I break things up into several buckets - existing cash flow, imminent cash flow, generic pipeline, and innovative products. IPCI seems to have a unique combination of reasonably reliable cash flow from its generics and an enormous potential for upside due to its innovative products.
Existing Cash Flow - IPCI is currently generating revenue from a generic form of Focalin in 15 and 30 milligram (NYSE:MG) doses. It produces this product in partnership with Par Pharmaceuticals and is currently generating roughly $550,000 per quarter. There is nothing particularly exciting about this story but it has been a source of some cash flow.
Imminent Cash Flow - IPCI's generic version of Seroquel has been approved but IPCI must refrain from marketing until the expiration of the 180 day first filer exclusivity period. This period started on November 1, 2016, so that IPCI should be able to start generating revenue on this product by May 1, 2017. Seroquel commands a $1.2 billion dollar brand market. IPCI has entered into a partnership arrangement with Mallinckrodt under which it received a $3 million up front payment. Conservatively assuming a $600 million generic market and a 10% share, IPCI's net could be in the $30 million per year range. Thus, this product should generate enough cash flow to cover IPCI's burn rate so that further dilution after May 1 is unlikely.
Generic Pipeline - IPCI has an extensive pipeline of generic products which are in various stages of review at the FDA. Here is a list of the products with respect to which IPCI has generics in its pipeline: 1. Focalin - six dosage levels not yet marketed by IPCI. 2. Effexor 3. Protonix 4. Glucophage 5. Lamictal 6. Keppra 7. Pristiq 8. Coreg Each of these drugs commands a brand market in the hundreds of millions or billions of dollars and IPCI should benefit from the entry of its generic products onto the market over the next several years.
Innovative Products - IPCI has developed two very interesting and innovative technology platforms. The first is an abuse deterrent technology that makes it difficult or impossible to abuse the drug to which the technology is applied. One aspect of this system is to make it difficult to reduce the drug to a liquid or powder form so that the most common methods of abuse are prevented. IPCI will shortly file an application for approval of Rexista, an abuse deterrent form of extended release Oxycodone. The second platform - PODRAS - involves a "built in" overdose prevention system that essentially prevents a user from overdosing by negating the strength of an excessive amount of the drug which has been ingested. Both of these technologies are obviously of enormous relevance to the expanding opioid abuse and overdose problem with is now plaguing the United States. This should be enormously attractive to drug regulators and could play a key role in combating the drug abuse epidemic which is devastating rural America. IPCI also has a drug - Regabutin XR - which is a once a day controlled release form of Lyrica which also addresses an enormous market and has promising potential. IPCI is evaluating options to pursue licensing of this drug.
Risks - As with any company in this sector, there are regulatory risks as well as competitive risks. In each of the generic markets there are likely to be multiple competitors and regulatory approval can be delayed. The innovative products may run into testing problems and/or regulatory delay. During this time, IPCI may have to engage in dilutive offerings of its stock. IPCI already is approved to engage in ATM (at the market) offerings of its stock and may be forced to resort to this mechanism if cash flow does not develop on the schedule described above.
Bottom Line - The recent deal with Mallinckrodt suggests that IPCI is in line to generate more cash from its generic pipeline and that the potential for further significant dilution is limited. IPCI's management is well aligned with its shareholders as its CEO owns --more than 20% of the outstanding shares. IPCI's innovative products promise an enormous future upside for investors while its generic pipeline limits the potential investor downside. IPCI is a bargain here. I have been adding to my position.
Disclosure: I am/we are long IPCI.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
http://seekingalpha.com/article/4022084-intellipharmaceutics…
Sehr schön. Wir steigen ohne große News. Denke kommende Woche "gibt's ein Fest". :-)
M@trix
M@trix
Die Indikatoren haben gedreht. Wie erwartet haben wir das Tief gesehen. Nun hängt alles daran, wann endlich die News zum Rexista NDA kommt.
M@trix
M@trix
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