Seeking Alpha

Repros Therapeutics: Not so fast, says Feuerstein

  • One of today's big movers is Repros Therapeutics (RPRX +11.3%), as fresh data on Androxal has the stock on a tear.
  • If you follow healthcare stocks closely, you know you can often look for the bear thesis from theStreet's Adam Feuerstein — today's RPRX rally is no exception.
  • Among the things Feuerstein wants to know: 1) "What was the rate of testosterone normalization for men treated with placebo?" 2) "What were the baseline and end-of-treatment levels of testosterone for patients in both arms of the study?", and 3) "Was the testosterone normalization endpoint reached with statistical significance?"
  • Other concerns include an apparently non-committal stance on whether the sperm-count endpoint was met and the prospect of a "messy challenge" to Androxal's patents (more on this here).
  • Companies who market "low T" treatments include ABBV, AUXL, and LLY
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Comments (6)
  • Mukticat
    , contributor
    Comments (1718) | Send Message
     
    In my experience it's not smart to bet against Adam Feuerstein. He's amassed an impressive record of calls thanks to an apparently sensitive bs-detector.
    17 Sep 2013, 02:21 PM Reply Like
  • RyanJoe555
    , contributor
    Comments (63) | Send Message
     
    yeah. I followed his advice on QCOR in Dec 12 >> I get feeling $QCOR's time is running out --> Questcor Finds Profit for Acthar Drug, at $28,000 a Vial . @ this time it was $26, it's now $65!!! This guy knows nothing!!!
    17 Sep 2013, 05:18 PM Reply Like
  • Mukticat
    , contributor
    Comments (1718) | Send Message
     
    Or his warnings that PPHM was garbage @ 5.50, now 1.35
    17 Sep 2013, 05:21 PM Reply Like
  • Mukticat
    , contributor
    Comments (1718) | Send Message
     
    Clearly you weren't listening when he warned that ARNA and VVUS were overpriced overhyped junk.
    17 Sep 2013, 05:20 PM Reply Like
  • RyanJoe555
    , contributor
    Comments (63) | Send Message
     
    No I wasnt. I was focused on his 2013 black swan (best short idea) which is up 70%. Another loser.

     

    6. Gilead Sciences hits a snag that delays the filing, approval, or launch of its all-oral hepatitis C drug regimen. Investors also wake up to the realization that the commercial market for Hep C drugs is far smaller than expected. Gilead shares close in the red for the year. This is my Black Swan prediction for 2013.
    17 Sep 2013, 08:57 PM Reply Like
  • karlis44
    , contributor
    Comments (64) | Send Message
     
    I believe all of Adam Feuerstein's questions have been already answered in the data bases in the Androxal studies. Best I can recall. Unless I have missed something. If there were no statistically significant differences then it would be nonsensical for Repros to have continued the trials.
    Karlis Ullis, MD
    kullismd@gmail.com
    http://bit.ly/JdtaAH
    18 Sep 2013, 10:39 PM Reply Like
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