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Re: Stevemin post# 9066

Wednesday, 01/15/2020 2:04:04 PM

Wednesday, January 15, 2020 2:04:04 PM

Post# of 9941
Yes, that's the only benefit of doubt that I still give them. It's a new frontier that they're exploring, but it's been a rather disappointing few yrs watching them continue to take one step forward and two steps back. That doesn't even account for the pipeline reprioritization events. I am truthfully concerned about the biosynthesis program and that's the only reason I'm even here.

I agree 100% and am also concerned that there's very little that would be received by the market as "pump worthy". EB is what it is and on a longer clinical calendar than I would have liked. It would have to be a pump from the biosynthesis program. A industry leading CDMO partner (unlikely) or the approved patent for the bacterial method and new data supporting this method going into batch scale-up.
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