Panacos Pharmaceuticals (PANC)

[krenjp]

I think they delivered reasonably to date, except for the pill formulation but their timeline is end of Q2 for that if I recall. With a pill formulation announcement things should clear up a bit. The PPS got hit by a fund selling its part; so the overall financial situation is the main issue imo.

They are not aiming for a $1B market for Bev, so they don't need to partner a Pfizer; in fact they could partner abroad and keep North American rights.