While Watson Pharma WPI did not discuss their GELNIQUE line (including the oxybutynin gel product licensed from Antares Pharma) on their 3q-2012 earnings call, they did make some general business comments that are relevant to the partnership:
"We are definitely committed to a long-term brand strategy. We are committed to women's health. We're committed to urology, and we're committed to a biosimilar franchise. So we will continue to look for business development opportunities. I would expect that you'll see some from us over the next few months, as we can bring home some of the deals we're currently working on. But we have not wavered in our commitment to our brand franchise
Yes, we're continuing to focus our development efforts around women's health, and this is widespread women's health, not just contraception, but we will continue to look for opportunities of underserved needs in women's health care. And there are those areas. We're looking at new therapies. We're looking at NCEs. We're looking at new delivery devices, new delivery systems. We're looking across the board at all of the options that we have presented -- we have available to ourselves. On the urology front, we continue to be focused on that. As we think about going forward, we will continue to look for opportunities to maybe add on perhaps some additional therapeutic category. We have to be careful about how we approach that. That's a challenging effort, and we would probably need to do a substantial acquisition to get ourselves into another category, but we haven't certainly said we wouldn't do that. So we are focused on all of those categories." (transcript quote via SeekingAlpha)
"We are definitely committed to a long-term brand strategy. We are committed to women's health. We're committed to urology, and we're committed to a biosimilar franchise. So we will continue to look for business development opportunities. I would expect that you'll see some from us over the next few months, as we can bring home some of the deals we're currently working on. But we have not wavered in our commitment to our brand franchise
Yes, we're continuing to focus our development efforts around women's health, and this is widespread women's health, not just contraception, but we will continue to look for opportunities of underserved needs in women's health care. And there are those areas. We're looking at new therapies. We're looking at NCEs. We're looking at new delivery devices, new delivery systems. We're looking across the board at all of the options that we have presented -- we have available to ourselves. On the urology front, we continue to be focused on that. As we think about going forward, we will continue to look for opportunities to maybe add on perhaps some additional therapeutic category. We have to be careful about how we approach that. That's a challenging effort, and we would probably need to do a substantial acquisition to get ourselves into another category, but we haven't certainly said we wouldn't do that. So we are focused on all of those categories." (transcript quote via SeekingAlpha)
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