- 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