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Re: Yooper61 post# 182426

Wednesday, 05/17/2017 6:09:09 PM

Wednesday, May 17, 2017 6:09:09 PM

Post# of 403773

I think the B-UP PoC trial was to maximize value in selling the B platform.


Agree, but my point is that we essentially already know the results...and they're quite positive. So what's new to the market? My question is one of short-term expectations, not one of long-term value. The B platform won't be sold until all ph2 results are in and right now the limiting factor to that is completion of the B-OM trial.

So I think B goes first and they keep P through p3.


That's an interesting possibility and part of the valuable embedded optionality within a CTIX investment. I don't have this as an expected outcome simply because I think Leo has valuation numbers in his head in the bazillions and gazillions of dollars, as bandied about here; but I don't think BP is quite there yet. With time and further development, I think they get there.