Sunday, September 20, 2015 2:51:43 PM
Curious who else has spoken with the newest IR firm. Long-time holder. My sense is the following:
1) Very disappointed that the tools to sell to other companies for their own development of drug trials was unfamiliar to the IR firm. I assume this is dead and that's a major disappointment given it was supposedly the fastest path to revenue
2) Didn't ask them about MD Anderson but whatever happened to that?
3) I passed on any discussion on dengue fever despite their efforts. I'm tired of hearing about it and cannot fathom at the moment why if dengue has not been viable so far as a treatable (commercially speaking) product why the newest Chukaya...something fever would be. Seems like the same scenario in that I can't figure for the life of me who pays for it if a government wouldn't?
4) Hep C. Have not gotten a definitive answer on why it's viable in the US but not viable in India. If the concern is something could go wrong in India that could affect US trials then why did we start there at all? I was told a few years ago that yes, they should have tried Europe first but viability has been proven and nothing. Yet the IR firm featured this to me along with cancer
5) Cancer: yes lots of promise but what funds it?
6) Concussions: Sorry to say but an interview Dr. Stern gave earlier this year to my local paper explains a viable test is years off. And, no one is funding it.
7) Is the real value in sepsis that it moves to human trials/can work as an indicator for value with other diseases
Lastly, the safety trials for Hep C are India-like in their slowness. The biggest mistake I've made was thinking that since it dialysis like, it would go more quickly than it has either overseas or here. Really wrong on that.
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