BDD
Conico Ltd
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u/arrayftn makes a great point. the adhd market is a blood red market. How can CTX1301 compete against cheap generics or not fail like mydayis or adhansia? Both had the same 16hr coverage premise but the trials only compared the reformulation to placebo instead of generics. This didn't convince insurers to cover it over cheap generics or convince Doctors to switch.

I have no doubt CTX1301 will get FDA approval but CING will die in the commercialization phase. PTR maybe better than the bead system used by mydayis and adhansia but their trial data won't convince insurers or doctors to switch. I doubt indogene will help if an army of sales reps couldnt sell mydayis.
Also, The oralogik in the photos is owned by bdd pharma and licensed out to cingulate. BDD pharma gets a good chunk of cingulate's profits which will crush their sales margin.
[https://www.cingulate.com/news-releases/news-release-details/bdd-pharma-and-cingulate-therapeutics-complete-license-agreement](https://www.cingulate.com/news-releases/news-release-details/bdd-pharma-and-cingulate-therapeutics-complete-license-agreement)
[https://www.sec.gov/Archives/edgar/data/1862150/000149315221022284/ex10-2.htm](https://www.sec.gov/Archives/edgar/data/1862150/000149315221022284/ex10-2.htm)

The only reason I would invest into CING is to ride (or create) the hype wave and sell into the next liquidity event or PDUFA.

u/arrayftn makes a great point. the adhd market is a blood red market. How can CTX1301 compete against cheap generics or not fail like mydayis or adhansia? Both had the same 16hr coverage premise but the trials only compared the reformulation to placebo instead of generics. This didn't convince insurers to cover it over cheap generics or convince Doctors to switch.

I have no doubt CTX1301 will get FDA approval but CING will die in the commercialization phase. PTR maybe better than the bead system used by mydayis and adhansia but their trial data won't convince insurers or doctors to switch. I doubt indogene will help if an army of sales reps couldnt sell mydayis.
Also, The oralogik in the photos is owned by bdd pharma and licensed out to cingulate. BDD pharma gets a good chunk of cingulate's profits which will crush their sales margin.
[https://www.cingulate.com/news-releases/news-release-details/bdd-pharma-and-cingulate-therapeutics-complete-license-agreement](https://www.cingulate.com/news-releases/news-release-details/bdd-pharma-and-cingulate-therapeutics-complete-license-agreement)
[https://www.sec.gov/Archives/edgar/data/1862150/000149315221022284/ex10-2.htm](https://www.sec.gov/Archives/edgar/data/1862150/000149315221022284/ex10-2.htm)

The only reason I would invest into CING is to ride (or create) the hype wave and sell into the next liquidity event or PDUFA.