Biotech Values

[caravon]

'mcbio,

At the company AM (annual meeting) Enta's CEO Luly was very evasive regarding to the company pipeline timeline. He stated that "it wasn't easy to schedule discoveries and inventions". It was not a response I was looking for.


PS
There is something going with ARQL. Speculating, I establish a position in ARQL around $1.50
I still believe in Tivantinib in HCC where lately everybody failed in 1st- and 2nd-line HCC. Potentially, it is a quite sizable market. I expect the HCC "first look" results in Q4 15-Q1 16. It is successful, ARQL can move to $1.5B+ market cap since there will be no HCC competition and a potential for other applications (like lung and prostate).