Blade, >> NTEC <<
Thanks. Looks like a really interesting approach, and a platform technology with the ability to improve the absorption characteristics of a lot of drugs, creating new proprietary versions of existing drugs. I like it :o)
A surprisingly small market cap considering the late stage pivotal Phase 3 and large potential applications of the technology. They have a good cash position, 505-b2 approval process which is a big plus. Strong data from the Phase 2. Looks like a well run company, and also that collaboration with Biogen.
Just curious how you hear about these companies? I remember you were following a bio newsletter? These have been some phenomenal picks :o)
Btw, how about IMGN? I hadn't following them for some time but saw they're back down to $2 range. That thing has been cursed, which is common for many of my picks over the years, lol..