Tuesday, May 03, 2016 9:57:21 AM
Big One. No need to raise cash. Enough cash for 3 years and it sounds like they expect we will be selling 40mg Glatopa prior to that along with increasing sales of the 20mg.
Will be getting another 60M prior to end of year on sharing agreements.
Glatopa sales up 5% over last quarter.
They feel strong about our 40mg Glatopa patents. It sounds like they feel we will be selling in the first quarter 2017. My interpretation.
Should have a ruling on Glatopa by August prior to Sept. trial.
They are excited about necuparanib.
IVig trials coming up. My words here - I am guessing we will be in a whole new separate class ahead of the field on these drugs and trials.
No mention on the heparin litigation. No profit this quarter, due to pricing pressure, will just add to our damages if we prevail.
Nothing downbeat to me in this CC.
My thoughts on what I heard.
Boing X 2
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