Biotech Values

[ghmm]

phrm / sppi - satraplatin

I will admit that I am an optimist (in general) on potential. I was actually think 3-4 years out post approval. I discount a year or so from that for SPPI because of Milestone's they'd receive for EU/US approval (I believe it is in the 50 million range if my memory is accurate).

I liked that fact that Satraplatin had limited toxicity and that the efficacy was good and yet I don't believe the MTD was reached. GPC had quite a number of Phase 1's and 2's in the works/planned. I think some of the combo trials in lung/solid tumors could offer good potential. I thought of the possibility of using an Oral Platinum in maintainence in other hard to cure cancers (like Ovarian) may be interesting targets too.


BTW, Was looking through some old posts and noticed your comment on ENCY/Thelin approval not likely pending another trial. You seemed to have been right on about it, curious as to why you thought that. Did you see something in their package that seemed weak or is more because when the FDA says jump you better?