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Re: skitahoe post# 11063

Tuesday, 03/06/2018 4:51:33 PM

Tuesday, March 06, 2018 4:51:33 PM

Post# of 44784
There is competition on every front. Not sure the twins grasped this as there has never been a sense of urgency whatsoever. Go for a couple orphan drug status', then leave them on the shelf. Complete waste of time unless you are going to pursue, which they didn't on two of them. Just fluff imo, in an attempt to increase price for their dilutions.

They have not done well by any means on the partnership front in the past. Only way I see even remotely changing is with IC results. If we see them and they're good, that Sosei deal better be a heck of a lot better than what it is. Otherwise these guys are complete fools. We should find out in April, but with the way these guys miss targets, it's a crap shoot.

And I can't see us being anywhere close to $5 this year. Even with $50 million funding for ARS, I don't think we'd get much above 2. But I would love nothing more than for me to be wrong on everything.