Cadrifter, Just wanted to take a moment to let you know that I...

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Biowatch90

277 Posts.

26/02/16

10:10

Post #: 17122642
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Originally posted by cadrifter ↑

They got exclusive rights only to some drug classes not exclusive overall.

Yes Amgen has gotten what they want and UNS now has a new customer. Orbimed got what they wanted as well. Each party will need to execute. Once again the date of UNS's "demise" has been moved farther into the future. Additionally the only creditor UNS has outside of the mortgage is Orbimed and so far Orbimed has been very happy to help UNS. It would be absolutely ridiculous for Orbimed to force UNS into bankruptcy. IMO Orbimed will walk UNS across the finish line.

I agree that the company needs to provide more info to investors and I suspect that is coming:

"A new strategic plan will likely be unveiled soon, which will serve as a road map for reducing costs. It will also provide goals that are both achievable for the Company and measurable for investors to monitor progress." Keith Markey Feb 23 2016.

What my comments have been over the past few days is to suggest that there is enough product that could ramp over the next 12 to 18 months to put UNS on a sustainable trajectory. Enough info exists to suggest that a PFS ramp will happen over the next few months.

The thing that drive the market crazy is there is always something behind curtain number 3. Did any of us suspect the UNS was working with AMGN for 3 years?

Additionally I have annualized the 4th Q R&D and SG&A run rates at at current cash levels UNS has probably 5 - 7 quarters of cash assuming the same revenue as FY 2015. That combined with any PFS ramp would considerably extend UNS's supposed death date.

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Cadrifter,

Just wanted to take a moment to let you know that I appreciate and look forward to your commentary. It's informative and reflects research. It adds much to the conversation.

Thanks,
Biowatch

UNS Price at posting: 21.0¢ Sentiment: Hold Disclosure: Held
12 Upvote

0 Great analysis

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