Panacos Pharmaceuticals (PANC)

[krenjp]

They don't even need to do a deal. They can reach $100M in sales faster on their own.

The opportunity is also with the platform, the development of the second and third generation maturation inhibitor is currently not taken into account, and should take shape in 2009.

Fuestein does not seem to be aware that Fuzeon was an injection that needed to be mixed prior, nothing to do with the liquid or pill formulation for Bev. His criticism would be more appropriate if he compared Bev to maraviroc. His criticism used to be that the pill is not taking shape, it is not planned for the end of the year.. Though it is true that management should have planned better from the start.

As for the need for more NNRTIs, you can't combine two NNRTIs so you need a head to head trial.

Congrats on the $500,000 GTCB deal today. Talk about small, that was .. cute. I didnt think GTCB would do a very valuable deal, but never thought the price of a house sorta.