Biotech Values

[biomaven0]

Polymedix

Anyone know of any red flags?

I was a bit concerned about the SIT/SBC titers shown (in the 2-4 range) in their ICAAC poster. Not a red flag exactly, but likely a caution flag. I have no great confidence that their doses are big enough here, and so I view their trial as no slam dunk.

I wish they were developing an oral drug for thrush and oral infections - the Lua papers in Molecular Oral Microbiology I thought were very impressive.

This technology belongs in a big pharma in my view. Someone who can take a dozen of their antibiotic drug candidates into wide-ranging development rather than trying to bootstrap things on a shoestring.

Peter