While I am not looking for sp to skyrocket anytime soon without a big surprise, I disagree with some of your statements.
"We are 2 yr away from OS pancreatic results"
Primary Outcome Measures: •Estimate the PFS duration of PEGPH20 combined with NAB plus GEM [ Time Frame: 12 months ] [ Designated as safety issue: Yes ]
•To evaluate the thromboembolic events in subjects treated in the PAG arm [ Time Frame: Ongoing ] [ Designated as safety issue: Yes ]
Estimated Primary Completion Date: April 2016 (Final data collection date for primary outcome measure)
I agree there is not much difference between 18 and 24 months for results but keep in mind the fast track status, orphan designation, enrollment ratio of 2:1 and PFS of NAB/GEM is only 5.5 months. This trial could be halted for positive effects within the next year and everyone moved to study drugs.
"We are looking at a company that has low royalties 4-5%"
I believe the definition of mid single digit is 4-6% so lets say 5% for arguments sake. Roche did not give a detailed outline of country specific penetration over Q2 but they did report a 45% increase in launch countries since Q2, from 20 to 29. While 5% of a single so-so drug may not be much to crow about, 5% of three blockbuster drug sales is very significant. Because of reporting delays, without a surprise, the shorts have a few quarters before the handwriting is on the wall. Watch the API sales reported for Q3 coming in under 2 weeks. While the sp may not skyrocket short term for traders, it will be much higher for investors 12 months from now imo.
"We need a diabetic product partnership?
Innovation? To grow pipeline?"
We do not need anything except to continue progressing on the path we are on. Anything new is gravy on the train.
Never argue with a fool, for after awhile, it becomes difficult to determine which is the fool.
