Monday, May 21, 2018 5:39:09 PM
Another possible driver of SP includes BTD sometime in the 2nd half. If this occurs before WCLC, it should have a notable effect on share price since this will be the confirmation that poziotinib is the real deal. If it happens after WCLC, it should still be exciting for the stock (momentum driver?) but will be somewhat of a formality since the cat will be out of the bag at WCLC.
Rolontis BLA submittal in the 4th Q would be another driver and as would any new info we get on Rolontis such as might be the case w the oral presentation at MASCC (but not really expecting it then but you never know)
An unknown but biggie is if we get into any licensing agreements to sell pozi (in the EU/Japan/co-selling in the US) or Rolontis but I am not expecting anything this year but would be a huge surprise if it did.
Lastly, a smaller pick me up would be co-sponsored combo trials for pozi.
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