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Dustin Moore  

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  • Apricus Biosciences' Promising Pipeline Points To A Bright Future [View article]
    All very good points. Thanks for the additions. I agree there is so many possible catalysts (especially Vitaros approval in Europe, which may be the coming months) it is difficult to include them all. I still feel the company is selling quite cheap for so many possible drugs moving through the pipeline.
    Jan 19, 2012. 08:10 PM | Likes Like |Link to Comment
  • The Truth About Vitaros [View article]
    Blue - Abbott is a critical event indeed. APRI looking attractive at these levels.
    Jan 18, 2012. 11:40 PM | Likes Like |Link to Comment
  • The Truth About Vitaros [View article]
    We should know more about Europe approval in about 2 months.
    Jan 17, 2012. 10:43 PM | Likes Like |Link to Comment
  • The Truth About Vitaros [View article]
    Yes indeed!
    Jan 12, 2012. 09:52 PM | Likes Like |Link to Comment
  • The Truth About Vitaros [View article]
    Vitaros will be sold in Canada by year's end. It may be available online to US customers, not sure exactly how that will work.
    Nov 27, 2011. 02:56 PM | Likes Like |Link to Comment
  • The Truth About Vitaros [View article]
    I don't think there are "numerous" ED options for men now or in the near future. There are oral treatments that are largely the same and that is about it as far as medicine.

    Vitaros is the first topical treatment cleared by a health agency. It can be used by all men suffering from ED, unlike current treatments. Health Canada would not have approved the drug if the side effects were a major issue.

    I agree the erection enhancing condom looks promising....however, this is a different market than Vitaros is targeting and isn't as beneficial.

    1. You must always use a condom to get the benefits. Many men do not want to wear condoms for pleasure or comfort reasons. Others may be in a monogamous relationship or married and have no real need to wear condoms.
    2. The effects of the condom on erections are marginal. If you are having a problem getting an erection, putting a condom on to get an erection sounds like quite the challenge. The gel within the condom is more of an "enhancement".
    3. The condom "isn't being marketed so much to men who can't get an erection, but rather men who lose it once they slip on birth control."

    Vitaros is for men suffering from ED.
    Sep 23, 2011. 12:20 AM | Likes Like |Link to Comment
  • Apricus Bio Moves Forward With Viagra Competitor Vitaros [View article]
    Apricus partners in Italy, the Middle East/Gulf, and Israel.

    Far far as Canada, my understanding is that they were seeking a partner but they put it on hold because they felt the value of a partnership would be higher after Vitaros was actually approved there.

    Since, I believe they have been in discussions with some of the top 5 pharma. They are taking their time to get the best deal possible. Now, it appears they are even trying to work Europe into a deal (sounds like the potential partner was interested) after they filed their. They seems to be part of the delay.

    The manufacturing facility is already producing. They know a public partner announcement is imminent.
    Jun 15, 2011. 09:59 PM | Likes Like |Link to Comment
  • Apricus Bio Moves Forward With Viagra Competitor Vitaros [View article]
    I'll look for a link..meanwhile, here is some info about the situation.

    The company assembled a team of leading toxicology and clinical authorities and made a formal presentation to the FDA to address their concerns about the results of our transgenic mice study. Apricus said their response was "favorable".

    The FDA already lifted the partial clinical hold. Apricus is still waiting for further guidance.


    From the recent SEC filing:
    "The FDA agreed to: (a) a review by the Carcinogenicity Advisory Committee ("CAC") of the 2 two-year carcinogenicity studies which were recently completed;"
    "The major regulatory issues raised by the FDA were related to the results of the transgenic ("TgAC") mouse carcinogenicity study which we completed in 2002. The TgAC concern raised by the FDA was product specific, and we believe does not affect the dermatological products in our pipeline."

    Again, Health Canada agreed with the company. They looked at the same data and had no issues with carcinogenicity and approved Vitaros.
    Jun 15, 2011. 07:27 PM | Likes Like |Link to Comment
  • Apricus Bio Moves Forward With Viagra Competitor Vitaros [View article]
    The FDA did raise concerns about this in 2008. However, if memory serves correctly, Apricus was asked to do a 2 year study, which came back positive (no carcinogenicity issues at all).

    Health Canada did not see any carcinogenicity issues when it approved Vitaros. Furthermore, Europe has not had any concerns either. Both have seen the 2 year study.
    Jun 15, 2011. 03:10 PM | Likes Like |Link to Comment
  • Groundbreaking Drug, Solid Management Make Apricus Bio a Compelling Buy [View article]
    This has been addressed in previous comments.

    I explicitly refer only to the ex-US market in whole my analysis of Vitaros's impact.

    And you are correct. During financial difficulty, APRI sold the US rights for Vitaros for $2.5 million. They will receive $2.5 million more upon approval.

    My point is that there is still a lot of money to be made here for the company. They have other promising drugs in the pipeline. And they own the rights to sell Vitaros to the rest of the world--a $2 billion market.
    Dec 9, 2010. 12:35 AM | Likes Like |Link to Comment
  • Groundbreaking Drug, Solid Management Make Apricus Bio a Compelling Buy [View article]
    APRI has enough cash to get to at least 2012 with current cash--that is, without any partnership deals, royalities, etc. I would not worry much about this. If they are almost through 2011 w/o any deals, then you can start to worry about this; but, at the same time, if they don't have any deals by that point, I think you would have bigger things to worry about with this company than an offering to raise cash.
    Nov 24, 2010. 04:39 PM | Likes Like |Link to Comment
  • Groundbreaking Drug, Solid Management Make Apricus Bio a Compelling Buy [View article]
    My thoughts exactly. Too bad they no longer have US rights, but still a massive market for this type of product.
    Nov 22, 2010. 11:11 PM | 1 Like Like |Link to Comment
  • Groundbreaking Drug, Solid Management Make Apricus Bio a Compelling Buy [View article]
    Correct, the company sold the rights to the US market. That is why I specifically only refer to the ex-US market in my analysis (a $2 billion market). However, my overall point is the impact of the drug on the company will be significant. Furthermore, the company’s core technology and pipeline of drugs are very promising make the company very undervalued.

    I think the massive increase in share price over the past few days speaks to this realization of value.
    Nov 22, 2010. 10:32 AM | Likes Like |Link to Comment
  • Groundbreaking Drug, Solid Management Make Apricus Bio a Compelling Buy [View article]
    I believe the name change came about because of the merger, new management, and a change in focus for the company.
    Nov 21, 2010. 09:37 PM | Likes Like |Link to Comment
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