Well fellow QRX peeps. Every ones answer to the question of whether to hold or not for the AdCom meeting are now locked in.
Its probably a waste of time speculating much about things now. Hopefully sometime over Easter the briefing materials are posted and we can all enjoy reading what the FDA reviewers have made of QRXs case.
We will also learn exactly what are the questions that the FDA want to receive advice on from the members of the Committee.
For me personally it was never the plan to hold for this meeting. It completely violates rule 101 for me. But not everything goes to plan. Feeling quietly apprehensively hopeful but also preparing for a good kick up the bum should the AdCom meeting not go the way we all hope for.
A positive result here will give the whole sector a boost following from the disaster of PBT. And be well deserved for QRXs long term sufferers.
Scott Power (a pretty savvy analyst who covers the Australian life sciences sector) for Morgans Financial gave a pretty upbeat assessment in an interview out today on SA. Nothing very new in it .. but the general flavour was “when” Moxduo” was approved rather than “if” .
So in response to the question:
“Because of this safety/side-effect profile, do you foresee dramatic uptake of Moxduo if it is approved?
Powers answer was “Yes. Also, the company's marketing partner will be Actavis Plc (ACT), so once the product is approved, it should be available for patient use within the next month or so.”
So on the basis that there absolutely no point stressing about things you can’t do anything about ... Im going with the thought that its “when” and not “if”
Good luck to everyone – Southoz
http://seekingalpha.com/article/2147293-hidden-australian-life-sciences-growth-stocks-revealed-scott-power
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