Thursday, March 31, 2011 2:06:27 PM
Max potential I would go with the riskiest biotechs I could find 
...
I will name a couple that I like that may not have "max" potential but in the closer 24 month range (if things work out) could be significantly higher:
1-BMRN - The biggie for them is their GALNS trial which just started enrolling data should be out mid next year. ERT are generally less risky but there are some risks still (I could go in more detail if curious). If its successful BMRN revenues will more then double (they are guiding for mid 400's (million) this year. And they should do so rather rapidly since they have identified a lot of patients and have the infrastructure in place already.
2-NKTR - In a couple years we will know how 102 is in ovarian and breast (and possibly Colorectal) cancer. If it continues to show anywhere near the current efficacy it will be a very significant drug. NKTR-118, should have results out by then and potential a very nice royalty stream (that won't be producing in 2 years but could easily be their biggest source of royalty income soon there after)
Of course a third is MNTA but if others reply I think it will be well represented
... I will name a couple that I like that may not have "max" potential but in the closer 24 month range (if things work out) could be significantly higher:
1-BMRN - The biggie for them is their GALNS trial which just started enrolling data should be out mid next year. ERT are generally less risky but there are some risks still (I could go in more detail if curious). If its successful BMRN revenues will more then double (they are guiding for mid 400's (million) this year. And they should do so rather rapidly since they have identified a lot of patients and have the infrastructure in place already.
2-NKTR - In a couple years we will know how 102 is in ovarian and breast (and possibly Colorectal) cancer. If it continues to show anywhere near the current efficacy it will be a very significant drug. NKTR-118, should have results out by then and potential a very nice royalty stream (that won't be producing in 2 years but could easily be their biggest source of royalty income soon there after)
Of course a third is MNTA but if others reply I think it will be well represented
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