quest

Spectrum Pharma: The Evolution of Zevalin

Justin,
What is your source to indicate that the reimbusment is ASP + 4% or 6%. I wish it is true, but right now it seems Zevalin may not even get reimbused at the 20K + that it should get to make it profitable for the hospitals. There is some document on regulation.gov that says the manufacturer needs to submit data on pricing to determine the reimbusement level. So, ASP reimbusement is a positive, but the real deal will be the price at which Zevalin gets reimbursed.

Spectrum Pharmaceuticals: Zevalin Has Blockbuster Potential

Justin,
Great job trying to put together the fatcts and using them to arrive to a opinion.
Thanks for trying to confirm the same with a oncologist.

Here's another example of what an oncologist who has treated more that 100 patients using RIT (Bexxar or Zevalin).

" I am a hematologist in academic medicine and have personally treated more than 100 patients with either of these two agents and have seen dramatic remissions of patients lymphomas who otherwise had no other treatment options.These agents represent a tremendous advancement in the treatment of lymphomas. I have patients who have had remissions as long as 9 years after one week of treatment with these agents and had no long term side effects."

This says a lot to me about the impact RIT is making to the lives of patients in enabling them to spend longer and more quality time with thier families.

www.regulations.gov/se...

Best,
quest4value

Two Possible Upcoming Approvals for Spectrum Pharmaceuticals

Current investors know that Fusilev (levoleucovorin) sales outside US are generated by Wyeth and Takeda with no benefit to Spectrum. But this may not be obvious to new ior potential investors in Spectrum who are reading this article.

Two Possible Upcoming Approvals for Spectrum Pharmaceuticals

Great summary and reasonable projections!
Let's not forget Eoquin in Phase III for bladder cancered and partnered wiith Allergan adds signficant value too. Eoquin and the rest of the pipeline can be considered as a free option if one was to only invest for the two expected approvals.

Hi-Tech Pharmacal: High Growth at a Value Price

Oops. Never mind..the refernce to "trading that 2/3 BV" sums up the asset position very well!

Hi-Tech Pharmacal: High Growth at a Value Price

I think the real "value" is coming from the net assets. The company has $17MM in assets (Owns its manufacturing facilities) and and additional $50MM in current assets (Inventory + receviables). So, if this a company that was leasing and current on collecttion and low on inventory, we are looking at close to zero EV for a company that generates $70 MM in sales.

Court Dismisses Apotex's Cosopt Exclusivity Counterclaims Against Merck

This an interesting situation. So who gets the 180 days exclusivity on Trusopt and Cosopt. Apotex or Hi-Tech?
FDA lists the "substantially complete" application as the one filed on 10/07/05. This is close to the date Hi-Tech filed their application.