Biotech Values

[rfj1862]

JAV

I obviously agree since I'm still invested in the stock. There is no reason whatsoever that JAV should be sitting at 6 and change right now.

Although things can still go wrong, the interesting thing about JAV is that in the intranasal ketamine they already have a product that is--for all intents and purposes--approved. At least if you take Carr's statement at face value that the PK studies are just for labeling. What I don't understand is why they can't accelerate the schedule for the PK studies and the eventual filing. It's not like they need to enroll a thousand patients--50 volunteers are all that's necessary.

Dyloject alone is enough to support a market cap 2-3 times current value. Plus I think it will have no problem being approved in the Europe or the US, because 1) ketorolac is black-boxed because of GI bleeding issues; 2) the European competitor is infused; 3) In the US, at least, management should have tremendous pull with the FDA.

Not sure what to say about Rylomine yet. I think it has potential but a more complicated path to market than either Dyloject or IN ketamine.

Not that I'm unhappy with JAV's performance since I bought it...but it remains tremendously undervalued.