FDA Plays

[pcrutch]

ARDM : i tried contacting management with a number of questions and they were extremely unhelpful. they gave me one line answers and blew me off. their platform has potential, but seems very similar to ALXA so safety data will be extremely important

BMOD : i have more worries with all the delays. this is the 2nd delay. they should have know many controls they needed in order for the trial to be properly powered and they should have done a better job screening patients.

ADLS : they seem to have everything setup to get govt contracts / etc. Fast track + SPA is always a good thing. worried about the share structure and endless dilution that has taken place. i believe their antibiotic does have a place in the market.