Has Suda turned the corner!, page-32

First 32 Last

Share
Profile

Follow
TheGreatAuk

221 Posts.

119

13/11/18

18:39

Post #: 36489843
Share

Originally posted by F18FDG ↑

Actually, now you have me after closing, my real SUD sentiment is this.

I have been watching this slow moving train wreck since Peter Jooste was in short pants. I'm honestly super excited at the potential of SUD's oral mucusal delivery technology and how, when applied to the myriad of brilliant, effective and cheap generic drugs, it could re-create/re-invigorate these massive existing markets with very little effort and make masses of money.

But I'm skeptical too - if they have a super dooper delivery tech, do other players and how does it really compare? If the tech's so good, where's the publication record in leading journals? If the reformulation and delivery is so effective at drug delivery, where's the pre-clinical, animal, tox, clinical data? For more than one indication/product?

But If I'm not right and everything's in the bag, why is it that the commercial partnerships they do already have are so long in the tooth they give Grandma Poss, Roland Rat and Jacinda Adern a run for the 'I've got the biggest teeth on the global stage' award? If all these issues I have suggested were just perception, then why are Dr Reddy or Sandoz (or Pfizer for that matter) not knocking the door down and seriously partnering?

So why the low (and declining) sp? Could it be that the technology is just not that good, or that the evidence they do have is just not that convincing? Or, if these technical issues aren't real, could it be that the company is being poorly managed?

I don't know these answers, and frankly, neither do any of the posters on this site except for the stooges and patsies (there's always a stooge in small-cap bio threads). On that basis, I cannot currently see how an investment in SUD is anything more than a Flemington flutter on Ladies Day - and I don't care for the ponies.

Expand

Thank you for posting.

Are MERCK being negative for saying most drugs cannot be taken sublingually because they may be absorbed incompletely or erratically.

https://www.merckmanuals.com/home/drugs/administration-and-kinetics-of-drugs/drug-administration

Was liking the migraine progress but the unmet medical need appears to be they want something other than Triptans.

https://www.clinicalpainadvisor.com...ray-injectable-acute-migraine/article/792857/

SUD Price at posting: 0.7¢ Sentiment: None Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

What's causing the cost-of-living crisis, and how to navigate it

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint