Seeking Alpha
  • sheldond
    $ADMP Dr. Carlo "the key to success is producing low cost therapeutic medications with high margins" lots of products rolling out 2015.
    6/16/14
    Reply (22)
    • hikeleader: I think he said low cost targeting very very large markets, not margins...link to replay: http://bit.ly/1p9SsYd
      6/16/14
    • sheldond: you were right....hikeleader he did say large markets not high margins.....
      6/16/14
    • Wait4it: He said large markets. Great update for $ADMP
      6/16/14
    • hikeleader: Wish I had a transcript!
      6/16/14
    • wiredless: hikeleader: look on their site / investor relations.
      6/16/14
    • hikeleader: no transcript from what i can see, but I re-listened. Nothing really new but a good summary. Epi pen sounds like $150 mil/yr rev by 6/2015
      6/16/14
    • hikeleader: APC 1000 launch in 2016, Phase 3 start later this year vs. Teva Qvar (Asthma), $3 billion mkt
      6/16/14
    • valuefinder: won't they need significant capital influx to support the sales & mkting for the epi PFS?
      6/16/14
    • wiredless: hikeleader; apologies / thot I heard from introductions to webcast that info would be available on the site.
      6/16/14
    • sheldond: They do not need funds for awhile valuefinder....I do not believe they will need that much cash to market. The plan is to make not spend
      6/16/14
    • sheldond: ADMP will build products slowly and use the funds its early products to fund the later ones.. It is a great plan but they have to execute
      6/16/14
    • homerun: 150 million by 6/2015 sounds quite bullish to me. 1x revenue plus 20-25% dilution still gets you a double from here...easily.
      6/17/14
    • homerun: If i weren't playing the conference for $CUR, I would be scooping $ADMP up right now.
      6/17/14
    • hikeleader: epi pen numbers assume a lot. $1 billion market, they get 30% as customers looking for cheap alternatives, ...
      6/17/14
    • hikeleader: then their price will be (I am guessing) 50% cheaper. That's $150,000,000. I am NOT saying they "do" that by 6/2015...
      6/17/14
    • hikeleader: The revenue will have to ramp up to that. Once they get approval early 2015 they have to get sales and marketing ramped up etc....
      6/17/14
    • hikeleader: So my guess is revenue BEGINS 6/2015...and maybe a year later (?) gets to the $100,000,000 level. But heck even if its $50,000,000 by 6/2016
      6/17/14
    • hikeleader: Well...do your own math!
      6/17/14
    • homerun: Gotcha HL...Things will really get interesting for $ADMP in Q1/2015.
      6/17/14
    • homerun: Approval of the NDA coupled with a successful POC trial will likely result in a significant increase in the pps.
      6/17/14
    • sheldond: easy to wait here already doubled my portfolio ytd so everything else is just dessert
      6/17/14
    • nclsamy: Wow...congrats, Sheldon! 100% YTD in 6 months is amazing.
      6/17/14
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