pohs year ahead

If you are new to Phosphagenics - you might be bamboozled by the many topics covered here at HC POH Thread.

This is because Phosphagenics (POH) is a Transdermal Platform Delivery company. This patent protected novel and unique technology called TPM has application for over 200 known Prescription drugs including Insulin and Oxycodone; application for OTCs (Over the Counter) Non-Prescription Drugs; and for Personal care/cosmetics for which 2 x Brand ranges have already been launched by POH in the USA and Australia.

It has many irons in many fires- this is great for investors because the company is largely derisked- any individual product failure does no harm to POHs commercial prospects.

So lets make this easy for a new investor.

Southern Cross Equities in May 2010 released a report valuing POH at 41cts worse case and 81 cents optimistic case using only the POH Pharmaceutical Pipeline for probability-weighted DCF valuations. So no value has been attributed at this point by Southern Cross Equities for POHs collaborative research deals with CSL & Novartis; for its cosmetics lines (including the blockbuster Anti Cellulite creme to be launched in late 2010) or the Family of OTCs to be rolled out by POHs Nasdaq listed JV partner ProPhase Labs.

So what in the year ahead will trigger this rerating of POH? According to Southern Cross Equities (one of Australias most respected corporate Brokers) we only need to look to one item on the POH Agenda.

POH is currently preparing to conduct a pivotal trial of TPM for oxycodone delivery which SCE believes "will yield late stage data". A success from this Phase 2/3 Trial is all POH needs to have the market rerate its shareprice. SCE says this will see a worst case 41 cts for POH. Thats a 220% increase on todays sp close.


And then there is more- so much more!!


Interested to know more- read it here:
http://www.phosphagenics.com/site/DefaultSite/filesystem/documents/Southern%20Cross%20Phosphagenics%20%20Report%20May%202010.pdf

KC