Vance
4年前
Are you still long on LPCN?
I Am Long.
How long have you been in LPCN?
I Came Across Lipocine in August of last year.
Do you care to share your average pps or number of shares?
I have bought and sold my holdings several times to place other trades, ultimately resulting in an increase in current shares held.
It appears that Lipocine has not interest in suing in court. What's the court status?
Court status is apparent, awaiting trial scheduling. Lipocine brought the suit against Clarus to sue in court.
I don't think Lipocine is going to get a favorable deal for marketing Tlando. Am I being too negative? When will we hear about a partnership?
It is my opinion the litigation against Clarus and/or Phase 2 1144 results would need to wrap up before a partnering announcement. However, talks are obviously ongoing per an overly excited birdy named Patel. TLando is a money maker, any partner will know that!
It is anybodys guess as to when a good catalyst will hit; analyst upgrade, pipeline news, partnership, trial, nash results, etc.. so my mention of selling to run trades is risky. But, I've been lucky with timing and I Only jump ship on damn good prospects of a daytrade or overnight hold. Long and short alike. You might try paper trading your position (no risk) to see how you do with that, then jump in sometime if you feel confident. No risk, no reward!
As for Long term vs under 12 month holds, taxes are not my concern. Profit is, and if I turn a buck into two and have to pay forty cents, I'm still sixty cents up!
G'luk
gi197845
4年前
Thanks Vance, thus far I think it's been proven that an r/s is not up for a vote, it's the dilution that's up for a vote.
Are you still long on LPCN?
How long have you been in LPCN?
Do you care to share your average pps or number of shares?
I'm not trying to be negative here, but here are some of my thoughts...
It's a shame that Tlando only got tentative approval, for marketing in March 2022, due to the fraudulent exclusivity of Jatenzo.
It appears that Lipocine has not interest in suing in court. What's the court status?
It appears that no one would want a 2 or 3 times per day Tlando pill, when Xtlando, with a once per day dose would be preferred.
It appears that no one, the FDA, patients, or big pharma has much if any interest in a T-booster pill.
I don't think Lipocine is going to get a favorable deal for marketing Tlando. Am I being too negative? When will we hear about a partnership?
Positive Nash results will be a bigger deal than Tlando, or at least a good catalyst. Unfortunately, I guess it wasn't tested on alcoholics livers, but if it treats fatty livers good, maybe it could be prescribed off label to alcoholics...
As of writing this, I'm not under water. I'm considering to bale out in full now and if I do that, I'm considering getting back in, in early 2023.
Also, the Biden Admin wants price controls/socialized medicine, which might even happen with another executive order, so lower profits for big pharma, hedge funds and us retail investors. As well as lower research capital for new drugs...
Drug costs can't just be fixed with price controls, they also need to lower NDA and SNDA costs with the FDA as well as somehow reduce the cost of drug trials.
I was under water for a,ong time on, LPCN after the FDA first reject Tlando, so I bought more and up above water now, but I mostly just see cash burning and delays here.
In the extremely long run LPCN could be a win, but if I stay in I think I'll go undwer water as the stock price tanks for the next year or so...
Am I'm being too negative and paranoid or am I being realistic. What are your thoughts?
Thank you.