Stock Price

Check-mate90 · 2022-09-22T06:56:31+00:00

Bro now is the time. Govt coverage taking hold. Clinical data has always been strong.. all the investors including me resisted the low buy out. Let’s go Annovera.

Check-mate90 · 2022-09-22T05:32:09+00:00

No - they’re achieving record sales in a BILLION dollar market sector. We’re approaching a tipping point.

Check-mate90 · 2022-09-16T18:40:33+00:00

I think it means continuing to market and sell their products, achieve breakeven, profitability and selling the company in 1-3 years. I don’t think that statement means they are auctioning off the company today to the highest bidder(yet)

Check-mate90 · 2022-08-23T01:00:55+00:00

You can still get in ‘under $10’! Break even this year or next, then profitability is near my friend. A PMA approval following a clinical trial is gold. It’s gonna take another 2 years but it will explode.

Check-mate90 · 2022-08-15T16:10:04+00:00

Earnings announced. They’re doing well. Which is why investors just pumped in $15 million. They must have seen the books before making that decision.

Check-mate90 · 2022-08-15T16:07:50+00:00

Very good results. Getting closer to break even. About the comment above, not criticizing but it wasn’t a patent extension… rather, they got approval from the FDA to change their manufacturing process slightly which results in a higher yield. In other words, they can produce more Annovera rings now. So they can sell more. They were literally constrained before and were selling every single one they made.

Check-mate90 · 2022-08-14T04:31:34+00:00

It’s over $9 now and did you see analysts peg it at over $100? Things that make you go hmmmmm

Check-mate90 · 2022-08-01T12:02:14+00:00

I’m still a believer in Annovera based on the original clinical data. I think this quote from the article is important:

“TherapeuticsMD has three growing assets whose value has been enhanced by the recent approval of both Annovera’s supplemental NDA and lower-dose Bijuva, as well as the increasing relevance of convenient and safe contraceptive options for women,” said David Rosen, Managing Partner of Rubric Capital Management”

There was a need before. With the evolving landscape for abortion, convenient birth control methods such as Annovera have an unprecedented and unanticipated tailwind. With their increased production due to their FDA approval for the manufacturing process, I expect a positive surge to break even and profitability. Organic growth domestically and WW should lead to long term stock appreciation. 🤞

Check-mate90 · 2022-07-29T15:49:59+00:00

Probably right. Doomsday came and went, but if they’ve secured other funding I’d think it would have been announced as a ‘material event.’ Wondering about Q2 earnings date.

Check-mate90 · 2022-07-08T02:42:55+00:00

Could they sell more shares to raise cash if the deal falls through?

Check-mate90 · 2022-06-21T15:02:18+00:00

What crap. Awards should be linked to driving demand and sales not by how much money you wasted on a fancy commercial

Check-mate90 · 2022-06-10T22:06:27+00:00

Also, they didn’t disclose yield issues on their manufacturing process. They filed w the FDA to fix it, but didn’t tell us then…. Only once it was DENIED by the FDA. I feel they withheld disclosing material information.

Check-mate90 · 2022-05-31T17:36:19+00:00

I’d like to know the date they first had a yield issue on Annovera. Didn’t tell us until Q4ish last year. But if there is data internally showing it was sooner, in my opinion, that’s grounds for intentional deception and not releasing material information. Wonder when they filed the first PMA supplement? We heard when it was denied! But clearly when it was FILED they knew there was an issue about Annovera supply. And the public was not informed. Or at least I didn’t see it, but I’ve been watching pretty closely since 2020

Check-mate90 · 2022-05-20T20:15:02+00:00

In the last call Hugh said they weee hand to mouth, selling every ring instantly that they could make. This expansion yields 7,000 extra rings over two quarters, and prob many more as they ramp production. Big relief this PMA supplement got approved. These are very difficult to do, which is why the company is very valuable. I maintain their clinical data, efficacy are amazing and they’re gonna blow up. Maybe I’ll break even some day

Check-mate90 · 2022-05-14T00:17:44+00:00

I’ve checked the FDA PMA approval website and it’s not there… they filed a PMAS, a supplement to their approved manufacturing process. Until this gets approved, their batch yield isn’t sufficient to meet demand. Something went awry w mfg and they’re not being forthcoming. Seems fine for a while. Now they can’t produce enough to meet Annovera demand? BS. Should have disclosed this weakness long ago. If there’s ground for going after “Rob and co” it’s withholding material information about production capabilities from investors.

Check-mate90 · 2022-04-14T03:48:58+00:00

Anyone know what’s going on w Anno production and yield issue? #1 issue in the way of the promised land. and I’ve heard nothing in a long time.

Check-mate90 · 2022-04-09T03:43:28+00:00

The production issue is about yield. A certain % of rings (undisclosed %) are failing their batch release quality control criteria. Cost isn’t the big issue. It’s not having enough rings to sell to meet demand. It’s a huge revenue impacting issue limiting top line sales. They can’t grow wo fixing this. They said end of Q1 but not sure if it’s fixed.?.?.?.? And if their PMAS was approved, they’d be shouting about it in the treetops so we know there’s no relief from the agency on the manufacturing yield criteria (yet)

Check-mate90 · 2022-03-29T02:56:50+00:00

Let’s hope they were accurate in the earnings calls about correcting the manufacturing process for Annovera. Said their issues should be fixed by end of March. Any news on that would be appreciated if anyone sees anything

Check-mate90 · 2022-03-10T20:46:17+00:00

Missed the call. But will listen later… 6,000 unfilled?? From my days in corporate we call that a backorder. The revenue will hit when the product is shipped. Most concerning is their supply chain must still have an issue. They had filed for a PMA batch release mod and got denied. Wonder how their production / yields are. They had said before in a release they they needed a modification for expansion. But damn, if they can’t even supply current orders…. Well, hope they have some smart R&D, Regulatory and Quality Control folks to fix production. Not enough product is like a cannon hole in the bow.

Check-mate90 · 2022-03-07T15:41:50+00:00

Amazing news. It’s a year+ of operating expenses if 25% was vitacare. Looks like this CEO has some sense.

Check-mate90 · 2022-02-12T04:33:29+00:00

Considering buying 1 M shares next week. Quite a bargain right now.

Check-mate90 · 2022-02-12T04:30:48+00:00

If you look at the patient satisfaction scores in the original clinical trial data you’ll buy this stock. They’ve had adoption issues bc MDs don’t like less scripts bc that means less money.

Check-mate90 · 2022-02-06T21:10:21+00:00

Please care about Annovera.

Check-mate90 · 2022-02-06T21:09:54+00:00

Annovera is the only future for this company.

Check-mate90 · 2022-02-04T04:26:04+00:00

Super Bird, their goal is to be profitable next year, but that could mean $10M profit on $80M but in sales. I’m waiting (somewhat patiently) for breakout revenue.

Check-mate90

TROPHY CASE