Thoughts on Heron?

How’s Heron working out for all the superstars that got offers and were leaving the sinking ship? How many options was it again? And how much business was going to be taken? Good luck! Looks promising!

 

Today's CRL on HTX-011's NDA only delays it approval. The CRL does not require additional clinical studies. The letter asks for additional Chemistry, Manufacturing, and Control data. This should take a few months. Then both stocks will re-set.
Like 1/15, sell.

 

just like we had to wait for NB

 

Not sure if I'm looking at the same product you guys are? And I'm really not a koolaid drinking company YES man. But in trying to be as objective as possible I still have zero idea why some on this thread are so bullish on Heron/HTX-011? Even if it does eventually get approval and does work as well as Heron is claiming and is cheaper than EXPAREL, etc... The technology/application has its limits ie is not a viable competitor in certain procedures or indications? Maybe I'm completely off here and I need to understand product better? In which case someone please feel free to correct me. But how do you "smear" HTX into a TAP block or QL block or spread HXT onto a ISBP? Asking for a friend here?... But seems like even if all goes well for Heron they'll still only be small potato competition at least in the short-term.

 

Oxymoron= Competent Manager and Pacira in the same sentence.

 

This is unfortunate, but accurate.
For all intent and purposes both the ADs/RBDs could be eliminated without any impact on field sales. But is it really their fault? The blame belongs with Sr. Leadership, specifically DS & VP of Sales because nothing has been done to develop, expand skill sets, or ability to affect change.
It’s really too bad. There are some very talented people in this company. There would a plethora of talented people if so many hadn’t already left, been fired, or accepted exit packages. All that’s left are second-stringers.

 

I’m curious how many Pacira AM’s still looking at going to Heron with their March PDUFA date? There’s buzz about a sooner approval but wouldn’t hold my breath.

 

There is absolutely no buzz about a sooner approval, stop spreading rumors. If anything, there is a "buzz" about Heron's drug facing a potential advisory committee panel before getting approved. If there is one, the outcome of the panel may actually give any reps considering jumping ship better line of sight on this drug getting approved in March. This is compared to getting blindsided by the FDA rejection earlier this year. So I'm hoping there is an advisory committee panel because it only helps field reps in making a decision.