I don’t know. It looks promising but I would rather have a bird in hand. Still many miles in phase 2 and we all know what can happen with phase 3 data in this area of CNS. I will revisit this in about 8-10 years.
just going off timeline data of past programs in the CNS area for this indication. Did you want me to list them? Do you understand that this program is not in ph2 yet? Looks promising but will take many years before anyone will know. I was under the impression from listening to earnings calls and mgt presentations that we would have a product much further along in the process. Not to say that we are not looking for something I have no idea. This is my opinion.
We all understand that the best case scenario is buying a late stage CNS product with significant potential to add to our bags quickly. The facts are the Late stage CNS candidates are either lack luster or already owned by big pharma. Don’t you think mgt wants those products too? The route we have gone is smart. Bet small money early for a shot at big returns later. And if it busts, the loss is limited. It’s simple business man. A company shouldn’t make a bad deal on a acquisition just to appease bored sales reps. If you want a new product to sell, be more impressive in your interviews.
I think we can all agree that we need something to fill the gap of 810 soon, investors sure agree. Did you see SUPN actually went down and stayed down after the Navitus press release. That's not good new folks.
https://www.globenewswire.com/news-release/2020/04/28/2023750/0/en/Supernus-to-Acquire-CNS-Portfolio-from-US-WorldMeds.html
https://www.globenewswire.com/news-release/2020/04/28/2023750/0/en/Supernus-to-Acquire-CNS-Portfolio-from-US-WorldMeds.html
Happy to see you are taking my advice. Great day for Supernus!! We replaced the revenue drop-off in 2023 when TXR goes generic and we may have a candidate to backfill 810.
