Biotech Values

[apljack]

Co.'s without the money to reach the finish line:

I am not a balance sheet expert but actually think that JAV can make it through the NDA for Dyloject in the US, but doubt they will be able to for Ereska without a partner. UK sales of Dyloject were slightly ahead of prjections for their first full quarter and hospital formulary adoption is also ahead of schedule with reorders ahead of schedule. That said, the revenue stream will still be too little too late.

Co.'s that have NO chance to make it, IMO, include COR (CX1717) and PPHM (Bavituximab), but neither of these have reached phase 3 yet.

(Big sigh!) Clearly no early retirement for me.

aj