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#	AUTHOR DATE SUBJECT
13	member 4/15/13 3:29PM RE: Updated thoughts? 12
the 'scrips have been really weak. view available tags
11	member 2/28/13 8:18AM RE: RE: RE: new FDA Dosage Red Requirements 10
not sure i understand why the announcement by dr. reddy of a generic formulation wouldnt impact sales here? view available tags
10	member 2/27/13 6:05PM RE: RE: RE: RE: new FDA Dosage Red Requirements 9
Would not agree with that thought process. They have been talking about buying something forever. They have the option to take on the co-promote (selling to psychiatrists) which means hiring a sales force. They want... login to read the rest view available tags
8	member 2/27/13 4:24PM generic intermezzo impact?
i saw a pr a couple days ago that a generic formulation will be introduced. how much of a risk to the story is this? thanks. view available tags
7	member 1/11/13 11:11AM RE: RE: new FDA Dosage Red Requirements 5
We don't think they would be allowed to market as a 'night wakening' solution. The FDA made TSPT develop special packaging and made sure the dosing was just right. Ambien at its new dosing (5mg... login to read the rest view available tags
6	member 1/11/13 9:46AM new FDA Dosage Red Requirements for Zolpidem 5
You could be right but I wouldn't bet on it. That's the entire premise around the drug. lower dose, quick delivery. get back to bed. view available tags
5	member 1/11/13 9:13AM RE: new FDA Dosage Red Requirements for Zolpidem 4
could the counter-argument be made that now that the FDA is pushing the lower ambien doasge, intermezzo has a more direct competitor, whereas previously they could market intermezzo differentially as "ambien light", so to speak? ... login to read the rest view available tags
4	member 1/11/13 8:51AM New FDA Dosage Reducion Requirements for Zolpidem
Should be a huge + for TSPT as zolpidem apparently isn't as effective at lower dosages compared to the sublingual delivery method of Intermezzo. http://www.fda.gov/Drugs/DrugSafety/ucm334033.htm view available tags
3	member 1/09/13 12:18PM new commercial for DTC campaign
http://www.myintermezzo.com/portal/f?p=800:25:0 view available tags
2	member 1/03/13 1:57PM RE: re: acquisitions 1
Thanks for the question. If the DTC campaign goes well we think management would want to opt in to the co-promote. It would make most sense for them to in-license a drug which their sales people view available tags
1	member 1/03/13 1:30PM re: acquisitions
Can you elaborate on what management is most likely to do? ie. fund a risky phase 3 trial from a cash depleted co. or in-license a drug...or develop another one? view available tags

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			2013	2014
Price:	5.07	EPS	$0.00	$0.16
Shares Out. (in M):	19	P/E	0.0x	31.0x
Market Cap (in $M):	95	P/FCF	0.0x	30.0x
Net Debt (in $M):	0	EBIT	0	5
TEV (in $M):	-3	TEV/EBIT	0.0x	0.0x

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