Biotech Values

[dewophile]

KPTI may be next
they have less than 3 quarters left of cash. The only hope is good myelofibrosis news later this year which would enable a (still very dilutive) raise. I think someone will grab them bc their drug does bring in >100M a year so if you have an existing commercial infrastructure you can turn a profit and make it worthwhile even if you take on their debt. Ironically I think GSK could buy them even though they ostensibly will be competing in MM because their drug may carve out a niche in endometrial CA as well where Jemperli gets most of its revenue so it would be a good fit