You're pretty good at these blow-ups . . . but I like SPPI a lot better. Much better pipe than GPCB, and a better valuation and balance sheet, IMO. Would be curious to see what you think. As well as near term potential to pry a few million out of GPCB in arbitration related to upfront fees in GPCB/PHRM deal on satraplatin. That situation is still in play. Chances PHRM/GPCB can win EU approval of satraplatin on PFS data when OS data have come in negative are really slim, IMO.
Disclosure: I bought a bit of SPPI at $3.55 this morning.
Regards, RockRat
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